A PANDO BLKC(03112.HK)

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A PANDO BLKC
03112.HK
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24,984 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Vanderbilt University

Vanderbilt University acquired 24,984 shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) during Q3, valued at approximately $6.98 million, making it the 17th largest holding in its portfolio. Other investors, including Yarbrough Capital LLC and Miracle Mile Advisors LLC, also increased their stakes in TSM. Analysts have a positive outlook on TSM, with several rating it as a 'buy' and setting price targets between $330 and $400. TSMC's stock has shown positive sentiment due to recent developments in chip production and licensing.

Market Beat·
US
TSM
+1.44%
Market Beat·
US
TSM
+1.44%

SemiAnalysis in-depth report: The U.S. power grid can't keep up, AI data centers are racing against time to "build their own power plants"

In the reality where public grid construction takes at least ten years, leading American AI laboratories such as OpenAI, xAI, and Google collectively bypass the grid and build their own gas power plants to get computing power running as quickly as possible. The underlying logic is that when AI enters the stage of ultra-large-scale deployment, the power issue has upgraded from a "cost issue" to the primary constraint determining whether computing power can go live on schedule

Wallstreetcn·
NA
OpenAI
0.00%
US
GOOG
-0.24%
US
GOOGL
-0.27%
Wallstreetcn·
NA
OpenAI
0.00%
US
GOOG
-0.24%
US
GOOGL
-0.27%

Here's Why Tesla Will Win the EV Market

Tesla is poised for a pivotal year in the EV market, with CEO Elon Musk emphasizing the importance of autonomous electric vehicles (EVs) over traditional low-cost models. Musk argues that the cost per mile for robotaxis will be significantly lower than for internal combustion engine (ICE) vehicles, making them a more attractive option for consumers. While competitors like Ford and GM focus on affordable EVs, Tesla's profitable EV business and ongoing development of lower-cost models position it well for both short-term and long-term success in the evolving market.

Motley Fool·
US
TSLA
-1.04%
US
TSDD
+2.11%
US
TSLL
-2.15%
Motley Fool·
US
TSLA
-1.04%
US
TSDD
+2.11%
US
TSLL
-2.15%

Why analysts think this company could touch $5 trillion valuation in early 2026

Analysts predict Microsoft could reach a $5 trillion market valuation by early 2026, driven by AI monetization, cloud dominance, and expanding margins. Currently valued at $3.59 trillion, it needs a 41% increase to hit the target. Azure's growth and AI integration are key, with a 40% revenue surge in Q1 2026. However, risks include high capital expenditures and competition from AWS and Google Cloud. Despite these, 98% of analysts rate Microsoft a Strong Buy, with price targets suggesting significant appreciation.

Invezz·
US
MSFT
-0.79%
US
MSFL
-1.70%
US
MSFO
-0.45%
Invezz·
US
MSFT
-0.79%
US
MSFL
-1.70%
US
MSFO
-0.45%

Gavin Newsom Says Trump Making Gaming More Expensive Amid Chip Price Surge

Governor Gavin Newsom criticized former President Trump for increasing gaming costs due to potential price hikes from chipmakers amid ongoing semiconductor tariffs. Newsom's press office highlighted delays in the PlayStation 6 launch by Sony and price increases for GPUs from Nvidia and AMD. The Trump administration's tariffs on semiconductor imports from China are set to remain until June 2027, causing regulatory uncertainty and supply issues for chipmakers like Nvidia, which is facing high demand for its AI chips.

benzinga_article·
6758
0.00%
US
SONY
-0.47%
US
NVDA
-0.55%
benzinga_article·
6758
0.00%
US
SONY
-0.47%
US
NVDA
-0.55%
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