TSM's 17.5% YTD surge rides on soaring AI demand and solid earnings, but global risks suggest holding for now.

AI and data center growth, especially MI300/MI350 ramp and strong MI400 interest, still position AMD as a credible Nvidia ...

US stocks inched higher amid a tough batch of corporate earnings after the bell and persistent trade uncertainty.

Q4 results, but the pullback offers a swing trade opportunity with growth in AI servers & advanced cooling tech.