http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 16 Oct 2026 10:19:07 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/DA+Davidson+Reiterates+Buy+Rating+on+Taiwan+Semi+%28TSM%29+on+Strong+Q3+Earnings/27196651.html <p>DA Davidson analyst Gil Luria reiterated a Buy rating and $500.00 price target on Taiwan Semi (NYSE: TSM).</p><p>The analyst commented, "We reiterate our BUY rating and our price target of $500 on TSMC following strong 3Q26 earnings that were highlighted by both beats and raises. 2nm wafers continued to ramp this quarter, now contributing 8% of wafer revenue, up from last quarter's 3%. Management also reiterated their capex guide, supported by what they see as very strong AI demand over the next few years."</p><p>For an analyst ratings summary and ratings history on Taiwan Semi <a href="http://www.streetinsider.com/rating_history.php?q=TSM">click here</a>. For more ratings http://www.streetinsider.com/Analyst+Comments/DA+Davidson+Reiterates+Buy+Rating+on+Taiwan+Semi+%28TSM%29+on+Strong+Q3+Earnings/27196651.html Fri, 16 Oct 2026 10:19:07 -0400 TSM http://www.streetinsider.com/Intl+Ratings/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Nomura/Instinet analyst Aaron Jeng raised the price target on Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (NYSE: TSM) to NT$3,745.00 (from NT$3,615.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Fri, 16 Oct 2026 07:05:44 -0400 TSM http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Nomura/Instinet analyst Aaron Jeng raised the price target on Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (NYSE: TSM) to NT$3,745.00 (from NT$3,615.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Fri, 16 Oct 2026 07:05:44 -0400 TSM http://www.streetinsider.com/Intl+Ratings/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Nomura/Instinet analyst Aaron Jeng raised the price target on Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (NYSE: TSM) to NT$3,745.00 (from NT$3,615.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Fri, 16 Oct 2026 07:05:44 -0400 TSM http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Nomura/Instinet analyst Aaron Jeng raised the price target on Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (NYSE: TSM) to NT$3,745.00 (from NT$3,615.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semiconductor+Manufacturing+Co.+Ltd.+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C745+at+NomuraInstinet/27195593.html Fri, 16 Oct 2026 07:05:44 -0400 TSM http://www.streetinsider.com/Investing/Barclays%E2%80%99+Cau+says+the+best+of+the+AI+trade+may+be+over/27195367.html <p>Investing.com -- Barclays strategist Emmanuel Cau said hot inflation data, renewed Middle East tensions and a selloff in chip stocks are testing the bank’s "narrow path higher" thesis for equities.</p> <p>"Arguably, developments this week were rather unhelpful," Cau wrote in a note, noting that hot U.S. CPI and PPI prints revived concerns about further monetary tightening, renewed Middle East tensions pushed Brent crude to fresh highs, and chip stocks fell sharply. Third-quarter earnings season is also off to a mixed start, particularly for U.S. banks, which have entered correction territory. </p> <p>The silver lining, Cau said, is that bond yields have finally eased, http://www.streetinsider.com/Investing/Barclays%E2%80%99+Cau+says+the+best+of+the+AI+trade+may+be+over/27195367.html Fri, 16 Oct 2026 06:21:53 -0400 TSM http://www.streetinsider.com/Investing/Barclays%E2%80%99+Cau+says+the+best+of+the+AI+trade+may+be+over/27195367.html <p>Investing.com -- Barclays strategist Emmanuel Cau said hot inflation data, renewed Middle East tensions and a selloff in chip stocks are testing the bank’s "narrow path higher" thesis for equities.</p> <p>"Arguably, developments this week were rather unhelpful," Cau wrote in a note, noting that hot U.S. CPI and PPI prints revived concerns about further monetary tightening, renewed Middle East tensions pushed Brent crude to fresh highs, and chip stocks fell sharply. Third-quarter earnings season is also off to a mixed start, particularly for U.S. banks, which have entered correction territory. </p> <p>The silver lining, Cau said, is that bond yields have finally eased, http://www.streetinsider.com/Investing/Barclays%E2%80%99+Cau+says+the+best+of+the+AI+trade+may+be+over/27195367.html Fri, 16 Oct 2026 06:21:53 -0400 TSM http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24670+at+Barclays/27194770.html Barclays analyst Simon Coles raised the price target on Taiwan Semi (NYSE: TSM) to $670.00 (from $665.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24670+at+Barclays/27194770.html Fri, 16 Oct 2026 02:38:13 -0400 TSM http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Analyst+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html <p>Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.</p><p>The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years. http://www.streetinsider.com/Hot+Comments/Mizuho%3A+%27IEX+remains+our+preferred+idea+for+differentiated+semiconductor+growth+exposure%27/27192217.html Thu, 15 Oct 2026 12:05:22 -0400 AME IEX PH TSM http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24520+at+Stifel/27189630.html Stifel analyst Sahej Singh raised the price target on Taiwan Semi (NYSE: TSM) to $520.00 (from $515.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24520+at+Stifel/27189630.html Thu, 15 Oct 2026 07:22:21 -0400 TSM http://www.streetinsider.com/Analyst+Comments/Lynx+Equity+on+Taiwan+Semi+%28TSM%29%3A+%27Calm+seas%2C+no+icebergs%27/27189587.html <p>Lynx Equity on Taiwan Semi (NYSE: TSM): 'Calm seas, no icebergs'.</p><p>The analyst comments "The TSM report last night was a bit of a snooze fest. But in these turbulent times when investors are torn between the bearish ‘Big Short’ bros and the bullish Tech bros, a bit of a snooze fest from a credible management maybe just want the doctor ordered. Management stuck to its characterization of AI demand being ‘extremely robust’. Underneath the surface though, management sounded a tad more assertive than it did a quarter ago and addressed some of the concerns that have been playing on investors’ http://www.streetinsider.com/Analyst+Comments/Lynx+Equity+on+Taiwan+Semi+%28TSM%29%3A+%27Calm+seas%2C+no+icebergs%27/27189587.html Thu, 15 Oct 2026 07:13:31 -0400 TSM http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Sep+30/27189246.html si-local-file:///var/storage/secattach/20261015/27189246.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Sep+30/27189246.html Thu, 15 Oct 2026 06:41:00 -0400 TSM http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24560+at+Needham/27189150.html <p>Needham analyst Charles Shi raised the price target on Taiwan Semi (NYSE: TSM) to $560.00 (from $530.00) while maintaining a Buy rating.</p><p>The analyst comments "TSMC reported a strong beat-and-raise quarter with revenue ahead, GM in-line, and CapEx in-line vs. expectations. Three data points stood out for us: 1) While reaffirming 5-yr AI accelerator revenue CAGR in mid- to high 50s, TSMC hinted the bias is to the upside; 2) TSMC now plans to add four new fabs for additional N3 capacity, including two in Taiwan, one in the U.S. and one in Japan; 3) TSMC confirmed it is looking for http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24560+at+Needham/27189150.html Thu, 15 Oct 2026 06:22:30 -0400 TSM http://www.streetinsider.com/Analyst+Comments/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24560+at+Needham/27189150.html <p>Needham analyst Charles Shi raised the price target on Taiwan Semi (NYSE: TSM) to $560.00 (from $530.00) while maintaining a Buy rating.</p><p>The analyst comments "TSMC reported a strong beat-and-raise quarter with revenue ahead, GM in-line, and CapEx in-line vs. expectations. Three data points stood out for us: 1) While reaffirming 5-yr AI accelerator revenue CAGR in mid- to high 50s, TSMC hinted the bias is to the upside; 2) TSMC now plans to add four new fabs for additional N3 capacity, including two in Taiwan, one in the U.S. and one in Japan; 3) TSMC confirmed it is looking for http://www.streetinsider.com/Analyst+Comments/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24560+at+Needham/27189150.html Thu, 15 Oct 2026 06:22:30 -0400 TSM http://www.streetinsider.com/Earnings/Taiwan+Semi+%28TSM%29+Tops+Q3+EPS+by+18c/27188402.html <p>Taiwan Semi (NYSE: TSM) reported Q3 EPS of $4.60, $0.18 better than the analyst estimate of $4.42. Revenue for the quarter came in at $46.72 billion versus the consensus estimate of $45.41 billion.</p><p>For earnings history and earnings-related data on Taiwan Semi (TSM) <a href="http://www.streetinsider.com/ec_earnings.php?q=TSM">click here</a>.</p> http://www.streetinsider.com/Earnings/Taiwan+Semi+%28TSM%29+Tops+Q3+EPS+by+18c/27188402.html Thu, 15 Oct 2026 02:12:13 -0400 TSM http://www.streetinsider.com/Options/Taiwan+Semi+%28TSM%29+call+put+ratio+1.5+calls+to+1+put+into+quarter+results+/27185521.html <p>Taiwan Semi (NYSE: TSM) October call option implied volatility is at 61, November is at 34; compared to its 52-week range of 31 to 57. Call put ratio 1.5 calls to 1 put into the expected release of quarter results before the bell on October 15.</p> http://www.streetinsider.com/Options/Taiwan+Semi+%28TSM%29+call+put+ratio+1.5+calls+to+1+put+into+quarter+results+/27185521.html Wed, 14 Oct 2026 10:22:04 -0400 TSM http://www.streetinsider.com/Options/Taiwan+Semi+%28TSM%29+call+put+ratio+1.1+calls+to+1+put+into+quarter+results/27182733.html <p>Taiwan Semi (NYSE: TSM) October 445 straddle priced for a move of 4.5%. Call put ratio 1.1 calls to 1 put into the expected release of quarter results before the bell on October 15.</p> http://www.streetinsider.com/Options/Taiwan+Semi+%28TSM%29+call+put+ratio+1.1+calls+to+1+put+into+quarter+results/27182733.html Wed, 14 Oct 2026 04:18:23 -0400 TSM http://www.streetinsider.com/Option+EPS+Action/Taiwan+Semi+%28TSM%29+call+put+ratio+1.1+calls+to+1+put+into+quarter+results/27182733.html <p>Taiwan Semi (NYSE: TSM) October 445 straddle priced for a move of 4.5%. Call put ratio 1.1 calls to 1 put into the expected release of quarter results before the bell on October 15.</p> http://www.streetinsider.com/Option+EPS+Action/Taiwan+Semi+%28TSM%29+call+put+ratio+1.1+calls+to+1+put+into+quarter+results/27182733.html Wed, 14 Oct 2026 04:18:23 -0400 TSM