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CoreWeave stock is a strong buy as AI demand surges, revenues soar, and growth opportunities expand. Click here to read my analysis on CRWV stock.

CoreWeave stock is a strong buy as AI demand surges, revenues soar, and growth opportunities expand. Click here to read my analysis on CRWV stock.

Investing.com -- Taiwan’s stock market rebounded in July, with the TAIEX Index gaining 6% month-over-month to reach 23,542.5, bringing year-to-date performance to 2.2%. The tech sector dominated market activity, accounting for 70% of market turnover, while financials and non-tech sectors represented 5% and 25% respectively. Total market capitalization increased by 4% month-over-month to NT$75.3 trillion (US$2.5 trillion) by the end of July, with the tech sector making up 72% of the total market cap. Trading activity remained stable with average daily turnover at NT$446 billion (US$15 billion) in July. Margin loan balance rose by 4% month-over-month to NT$318 billion as investor sentiment improved, with margin trading representing 4% of turnover. Short-selling remained stable at 0.4% of turnover. According to Bank of America’s analysis of over 4,500 active long-only funds managing US$3 trillion in Asia, funds increased their positions in Taiwan in June and maintained overweight positions in Taiwan stocks and TSMC. Taiwan stock ETFs recorded NT$6 billion lower assets under management in July, though outstanding AUM reached a new high of NT$3.2 trillion at the end of June. Taiwan’s second-quarter GDP growth jumped by 8% year-over-year as tech exports surged, though growth could weaken sequentially due to front-loading effects and softer non-tech demand resulting from TWD strength. Export order growth rose by 25% year-over-year in June, compared to 19% in May, driven by strong demand for AI products and front-loading, while non-tech demand remained weak. The Taiwan dollar depreciated against the US dollar by 0.9% month-over-month to 29.9 at the end of July, following a 7.6% appreciation in May-June. Bank of America has revised down its end-2025 USD/TWD forecast to 28.4 from 28.8, citing increased corporate hedging, continued USD selling backed by strong exports, and ongoing equity inflows into Taiwan’s tech sector. The AI sector continues to drive growth for Taiwan’s tech companies. Global cloud service providers have raised their AI investment targets, with consensus for 2025/26 global cloud capital expenditure increasing by more than 50% over the past 12 months. Taiwan’s AI supply chain has seen sales ramping up since May/June, with key AI players guiding accelerated growth into the second half of 2025. TSMC has lifted its 2025 sales growth guidance to 30% in USD terms on stronger demand. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Should You Buy Nvidia? These Chip Stocks Are Soaring as AI Demand Remains Hot.  AOL.com

TSMC’s May sales grew 39.6% year-on-year to T$320.52 billion ($10.71 billion), the company said in a statement. This brought its year-to-date revenue to T$1.51 trillion, up 42.6% from the first five months of 2024. Still, TSMC’s May revenue fell 8.3% from a record high $349.56 billion seen in April, reflecting a mild cooling in demand, especially as the company’s major customers, including Nvidia Corp (NASDAQ:NVDA), grappled with increased U.S. restrictions on sales to China. Strength in the Taiwan dollar through May also weighed on TSMC’s top-line, given that a bulk of its revenues come from international markets. But outside China, demand for Nvidia’s chips, which are at the heart an AI-fueled increase in chip demand– remained strong, especially among Wall Street’s so-called AI hyperscalers. Recent quarterly earnings showed Wall Street’s biggest tech firms continued to spend big on AI chips and infrastructure, and signaled that they will continue to do so in the coming months, heralding robust chip demand for TSMC. TSMC CEO C.C. Wei had signaled during the company’s annual shareholders meeting last week that higher prices stemming from steep tariffs could weigh on some demand for TSMC’s products. But he reiterated that AI-fueled demand remained strong. The firm, which is the world’s largest contract chipmaker, stands to benefit from a potential scaling back of U.S. chip export restrictions on China, which could happen during ongoing trade talks between the two countries. A host of media reports said that Trump was considering such a move this week.

CEO C.C. Wei says AI demand is consistently outpacing supply

HSINCHU, Taiwan (Reuters) -U.S. tariffs are having some impact but demand for artificial intelligence (AI) remains strong and continues to outpace supply, the chief executive of Taiwanese chipmaker TSMC said on Tuesday. U.S. President Donald Trump’s trade policies have created much uncertainty for the global chip industry and TSMC, the top producer of the world’s most advanced semiconductors whose customers include Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA). C.C. Wei, speaking at the company’s annual shareholders meeting in the northern Taiwanese city of Hsinchu, said they have not seen any changes in customer behaviour due to tariff uncertainty and the situation may become clearer in coming months. "Tariffs do have some impact on TSMC, but not directly. That’s because tariffs are imposed on importers, not exporters. TSMC is an exporter. However, tariffs can lead to slightly higher prices, and when prices go up, demand may go down," he said. "If demand drops, TSMC’s business could be affected. But I can assure you that AI demand has always been very strong and it’s consistently outpacing supply." In April, the company, the world’s largest contract chipmaker, gave a bullish outlook for the year on robust demand for AI applications. Wei also commented on media reports that the company has been evaluating building chip factories in the United Arab Emirates, saying they have no plans for any such plants in the Middle East. Should you invest $2,000 in AAPL right now? Before you buy stock in AAPL, consider this: ProPicks AI are 6 easy-to-follow model portfolios created by Investing.com for building wealth by identifying winning stocks and letting them run. Over 150,000 paying members trust ProPicks to find new stocks to buy – driven by AI. The ProPicks AI algorithm has just identified the best stocks for investors to buy now. The stocks that made the cut could produce enormous returns in the coming years. Is AAPL one of them?

Nvidia Crushes Earnings Expectations as AI Chip Demand Fuels Massive Data Center Growth Nvidia just delivered another blowout earnings report,

(Reuters) -Super Micro Computer shares tumbled 18% on Wednesday after the server maker slashed its revenue forecast, the latest blow to the former AI darling trying to regain investor confidence following late filings and short-seller attacks. The company blamed the cut on delays in purchases from customers, fanning worries that big technology companies were reining in spending on AI infrastructure as the economic outlook worsens and the short-term returns remain uncertain. While several Big Tech firms have reaffirmed their hefty AI spending plans in recent months, analysts say Microsoft (NASDAQ:MSFT) and Amazon.com (NASDAQ:AMZN) have slowed new data center leases as they become cautious about expanding capacity. But several analysts including those at brokerage J.P. Morgan said Super Micro’s cut was unlikely to be representative of any industry-wide slowdown in demand or supply constraints. This was "driven by specific customer decisions on platforms which shifted in relation to timing," J.P. Morgan analysts said, while Rosenblatt Securities called them "isolated issues". While Super Micro, seen as a proxy for Nvidia (NASDAQ:NVDA) demand, fell sharply, Nvidia itself slipped 3% and Advanced Micro Devices (NASDAQ:AMD) fell 3.2% - smaller declines that mirrored broader market weakness. AI server rivals Dell (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) slid 5.4% and 2.1%, respectively. Some analysts said the cut could deepen investor scrutiny of Super Micro’s forecasts, given it had predicted just last month that sales would be around $40 billion in its next fiscal year, almost twice what analysts expect for the current one. With its shares soaring more than triple in value in 2023, the company was one of the biggest winners of the generative AI boom until last year when it had to delay its annual report, lost its auditor and faced short-seller reports from the now-disbanded Hindenburg Research. Last year, its stock rose 7.2%, widely underperforming the benchmark S&P 500 index

Taiwan Semiconductor Manufacturing Co. customers ordered fewer mobile chips in the first quarter than a year earlier, but the company’s revenue nevertheless managed to top expectations. TSMC today posted...

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