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- 1TSMC seen hitting all-time highs on AI chip demand●TSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM)
Taiwan Semiconductor Manufacturing Company (TSMC) is being tipped to reach all-time high share prices as demand for AI chips accelerates. The company, the world's largest contract chipmaker, manufactures advanced processors for major AI players, and analysts expect the artificial intelligence buildout to keep driving its revenues and stock higher.
- 2China may let Alibaba and ByteDance buy Nvidia RTX Pro 5500 chips●China may allow Alibaba, ByteDance to buy Nvidia’s new RTX Pro 5500 chips (BABA:NYSE)
Reports indicate China may permit Alibaba and ByteDance to purchase Nvidia's new RTX Pro 5500 chips, a potential easing of restrictions on advanced US semiconductors for Chinese companies. The news matters for Nvidia's China business and for major Chinese tech firms' AI and computing plans, though details on scope and timing remain limited.
- 3Zurich and Tokyo Top UBS Housing Bubble Risk Index●Zurich and Tokyo top UBS housing bubble risk index as global price growth slows (VNQ:NYSEARCA)
Zurich and Tokyo now carry the highest housing bubble risk in UBS's latest index, as global home price growth slows. The bank's assessment highlights elevated valuations in both cities even as broader market momentum cools. The findings are drawing attention from investors in real estate markets and funds tracking property stocks.