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4/5/2026
Stock markets took notice last week after Intel, on April 24, 2026, boosted the entire semiconductor sector and helped push U.S. chip stocks to record highs. Investors began to view the company as a much more serious contender for a return to the big leagues, as the stronger outlook suggested that the restructuring might not remain merely on paper but could translate into real results and a better position in the AI cycle.
24/4/2026
Imagine a world where demand for artificial intelligence chips is changing the rules of the game across the entire tech industry. TSMC has just unveiled quarterly results confirming that the AI revolution is driving not just one company, but the entire global chip ecosystem. What does this mean for investors and markets at a time when Nvidia is experiencing skyrocketing stock growth and its leader is talking about orders in the billions? The ongoing wave of investment in AI continues, and TSMC is pushing the boundaries.
17/4/2026
Microsoft enters spring 2026 in very strong shape, having reported robust revenue for the second quarter of fiscal year 2026, which confirms the high profitability and strength of its cloud and AI businesses. The nearest catalysts will be the third-quarter results, which Microsoft will release on April 29, 2026, followed by the Build conference on June 2 and 3, 2026, where the company has signaled a focus on AI development and system scaling, so Microsoft’s investment potential remains very much alive in the coming months.[1]Do you have any questions?
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