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Italian Regulator Orders Meta to Allow Competitors to Use WhatsApp AI Chatbots

NVIDIA Releases Open-Source and Efficient Hybrid Architecture AI Model Nemotron 3 Nano

NVIDIA Pauses Intel's 18A Process, Shifts to TSMC's 2nm Process

Market rumors suggest Powertech Technology has exclusively won Meta's ASIC chip packaging and testing orders.

Former Microsoft Global SVP Zhang Yaqin Recounts Establishing Microsoft's Second Headquarters in China

Blue Trust Inc. Increased Its Holding in TSMC in Q3

Reports indicate mobile memory is entering the AI server space, potentially affecting the memory market dominated by Nvidia.

AdvisorNet Financial Inc Increased Its Holdings in Microsoft in Q3

Samsung and SK Hynix will reportedly begin mass production of HBM4 chips in February 2026, with NVIDIA as one of the main buyers

Market divergence on AI bubble intensifies, with figures like Dan Bin being bullish while foreign tycoons express caution

Tristan Gerra Maintains Nvidia's Buy Rating and Sets Target Price

Taiwanese investor's post about realizing nearly 8 million TWD in paper profit from long-term TSMC holdings sparks online discussion

OPPO Launches New Phone, Taiwan Stock Market Reaches New High, AI Chip Demand is Strong

US AI infrastructure faces dual challenges of funding and power, with tech giants like Meta turning to private credit financing

TSMC's stock price returns to NT$1,500, with market capitalization exceeding NT$39 trillion

Seeking Alpha rates Meta a 'Strong Buy,' citing its strategic pivot to Generative AI

Meta Announces New Data Center in Southeast Asia to Expand Global Reach

NVIDIA executive says the era of 'Physical AI' has arrived, optimistic about the humanoid robot market

TSMC's stock rises for three consecutive days, leading the Taiwan stock market to stabilize at 28,371 points

TSMC's stock rises as competitor faces advanced process setbacks, but analysts warn against short-term chasing

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Ex Date: Today 2025.12.26 (EST), Cash dividend 0.3977 USD

Blue Trust Inc. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 4.1% in Q3, owning 47,754 shares valued at $13,337,000. TSMC's stock is trading at $298.23, with a market cap of $1.55 trillion. Analysts have given TSMC a consensus 'Buy' rating, with a target price of $355.00. TSMC also announced a quarterly dividend increase to $0.9678 per share.

- Blue Trust Inc. increased its stake in Taiwan Semiconductor Manufacturing Company by 4.1%, owning 47,754 shares valued at $13,337,000 as of the latest SEC filing.  
- Several hedge funds have also adjusted their stakes, with notable purchases including Heartwood Wealth Advisors LLC acquiring a stake worth about $32,000.  
- Taiwan Semiconductor reported $14.32 EPS for its last quarter and has a market cap of $1.55 trillion, with analysts predicting a consensus "Buy" rating and an average target price of $355.00.

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Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Blue Trust Inc.

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AdvisorNet Financial Inc increased its stake in Microsoft Corporation by 4.9% in the 3rd quarter, owning 61,841 shares valued at $32.03 million. Microsoft is the firm's 6th largest position, comprising 1.8% of its holdings. The company's recent earnings exceeded expectations, with a net margin of 35.71% and a return on equity of 32.45%. Insiders sold 54,100 shares worth $27.6 million in the last 90 days.

- AdvisorNet Financial Inc increased its stake in Microsoft Corporation by 4.9% in the 3rd quarter, holding 61,841 shares valued at $32,031,000.  
- Microsoft reported quarterly earnings of $4.13 per share, exceeding estimates, with revenue of $77.67 billion, reflecting an 18.4% year-over-year growth.  
- Various analysts maintain a "Moderate Buy" rating for Microsoft, emphasizing its strong position in AI, though concerns about high capital expenditures and adoption challenges exist.

Microsoft

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AdvisorNet Financial Inc Has $32.03 Million Position in Microsoft Corporation $MSFT

NVDA

Chamath Palihapitiya is set for a significant financial gain following NVIDIA's $20.6 billion acquisition of Groq. Palihapitiya's Social Capital was an early investor in Groq, holding close to one-third ownership. Despite dilution from later funding rounds, the investment is expected to deliver substantial returns. Palihapitiya highlighted his early involvement with Groq and predicted a $100 billion valuation by 2045. Groq will remain independent, with its founder and team joining Nvidia to advance technology licensing.

- Chamath Palihapitiya's Social Capital, an early investor in Groq, is poised for significant profits following NVIDIA's $20.6 billion acquisition deal with the company.  
- Having invested a total of $62.3 million, Palihapitiya secured close to one-third ownership of Groq, which has raised funds from several notable investors since its inception.  
- The deal will see Groq maintain its independence, with key personnel joining NVIDIA to advance licensing of the technology, marking a pivotal moment in Palihapitiya's investment journey.

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NVIDIA

Chamath Palihapitiya Looks Set To Make A Windfall From Nvidia's Purchase Of Groq, Here Is What The SPAC King Said After The Deal

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NVIDIA shares climbed to $190.16 in overnight trading following the company's $20 billion licensing agreement with AI chip startup Groq.

- NVIDIA Corp. shares rose to $190.16 after announcing a non-exclusive licensing agreement with AI chip startup Groq.  
- Groq will provide its inference technology under a $20 billion cash deal, with its CEO Jonathan Ross joining NVIDIA to help integrate the technology.  
- The agreement follows Groq's $750 million funding round, reflecting NVIDIA's strong performance and bullish outlook from analysts despite recent market fluctuations.

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NVIDIA Stock Crosses $190 On Robinhood Overnight Trading After Groq Deal