July 22, 2025

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Nvidia, Apple Demand Boost TSMC, Palantir AI Stock Warning

The AI sector continues to drive significant market activity. TSMC's market value surpassed $1 trillion, fueled by high demand for AI chips from companies like Nvidia and Apple, with revenue growth forecasts increased to 30%. Nvidia and Broadcom stocks have soared since their stock splits last year, with Nvidia up over 40% and Broadcom up over 65%, driven by AI-related product demand. Nvidia is also restarting sales of its H20 AI chip in China, though supply will be limited and may take up to nine months to restock due to TSMC's production capacity. Wall Street remains bullish on Nvidia due to its AI success, particularly with the next-generation Blackwell AI chips boosting sales. However, JPMorgan is cautioning that AI stocks like Nvidia and Palantir are becoming too crowded, suggesting investors consider blue-chip stocks for more stability. BigBear.ai stock has also seen a surge due to excitement around AI in the defense industry, drawing comparisons to Palantir, though revenue growth hasn't matched stock gains. Pinterest's stock is rising after an upgrade from Morgan Stanley, citing AI-driven improvements in its advertising business, similar to Meta Platforms. The upcoming earnings reports from Alphabet and Tesla will be closely watched for insights into AI and cloud tech performance. Samsung's Galaxy Watch 8 integrates Google's Gemini AI chatbot and features a new design to compete with Apple.

Key Takeaways

  • TSMC's market value exceeded $1 trillion due to high demand for AI chips, benefiting companies like Nvidia and Apple.
  • Nvidia's stock is up over 40% and Broadcom's is up over 65% since their stock splits, driven by AI product demand.
  • JPMorgan warns that AI stocks like Nvidia and Palantir are becoming too crowded, suggesting a shift to blue-chip stocks.
  • Nvidia is resuming sales of its H20 AI chip in China, but restocking may take up to nine months due to TSMC's production capacity.
  • BigBear.ai stock has surged due to excitement around AI in the defense industry, drawing comparisons to Palantir.
  • Pinterest's stock is rising due to AI-driven improvements in its advertising business, similar to Meta Platforms.
  • Upcoming earnings reports from Alphabet and Tesla will focus on AI and cloud tech performance.
  • Samsung's Galaxy Watch 8 integrates Google's Gemini AI chatbot and features a new design to compete with Apple.
  • Analysts predict TSMC may raise prices in 2026 due to strong demand and limited supply.
  • Nvidia released its Blackwell architecture and chip, while Broadcom saw AI revenue surge by 77%.

TSMC stock surges past $1 trillion amid AI boom

TSMC's market value in Taiwan exceeded $1 trillion because of high demand for AI technology. The company's stock rose nearly 50% since April, making it the first Asian stock to reach this milestone since 2007. TSMC increased its revenue growth forecast for the year to 30%, showing they expect to benefit from the growing need for AI manufacturing. Analysts predict TSMC may raise prices in 2026 due to strong demand and limited supply. Foreign investors find it easier to own TSMC's American depositary receipts.

TSMC stock surges past $1 trillion amid AI boom

TSMC's market value in Taiwan exceeded $1 trillion because of high demand for AI technology. The company's stock rose nearly 50% since April, making it the first Asian stock to reach this milestone since 2007. TSMC increased its revenue growth forecast for the year to 30%, showing they expect to benefit from the growing need for AI manufacturing. Analysts predict TSMC may raise prices in 2026 due to strong demand and limited supply. Foreign investors find it easier to own TSMC's American depositary receipts.

TSMC hits $1 trillion value thanks to AI chip demand

Taiwan Semiconductor Manufacturing Co. (TSMC) reached a $1 trillion market value because of high demand for AI chips. TSMC's shares in Taiwan hit a record high, increasing almost 50% since April. The company's revenue increased significantly, leading to a raised full-year revenue forecast of 30%. TSMC makes advanced chips for companies like Nvidia and Apple. However, potential trade issues and currency fluctuations could affect TSMC's growth.

Nvidia and Broadcom stocks soar one year after splits

Nvidia and Broadcom both completed stock splits last year and have seen their shares increase significantly since then. Nvidia's stock is up over 40% and Broadcom's is up over 65%. The stock splits made the shares more accessible to a wider range of investors. Both companies have benefited from high demand for their AI-related products. Nvidia released its Blackwell architecture and chip, while Broadcom saw AI revenue surge by 77%.

Nvidia and Broadcom stocks soar one year after splits

Nvidia and Broadcom both completed stock splits last year and have seen their shares increase significantly since then. Nvidia's stock is up over 40% and Broadcom's is up over 65%. The stock splits made the shares more accessible to a wider range of investors. Both companies have benefited from high demand for their AI-related products. Nvidia released its Blackwell architecture and chip, while Broadcom saw AI revenue surge by 77%.

JPMorgan warns AI stocks are too popular, suggests blue chips

JPMorgan warns that investments in high-growth AI stocks like Palantir, Coinbase, and Nvidia are becoming too crowded. This crowding could lead to a sharp drop in value. JPMorgan suggests investors should consider safer, more stable blue-chip stocks. They recommend stocks like Coca Cola, Allegion, and Intercontinental Exchange. These stocks may perform better if the market becomes more uncertain.

JPMorgan warns AI stocks are too popular, suggests blue chips

JPMorgan warns that investments in high-growth AI stocks like Palantir, Coinbase, and Nvidia are becoming too crowded. This crowding could lead to a sharp drop in value. JPMorgan suggests investors should consider safer, more stable blue-chip stocks. They recommend stocks with strong finances and consistent dividend payouts. Examples of blue-chip stocks include Johnson & Johnson, Procter & Gamble, and Coca-Cola.

BigBear.ai stock soars amid defense AI investment excitement

BigBear.ai stock increased 23.5% last week, driven by investor excitement in AI for the defense industry. The company's stock has risen significantly over the past few months. Some investors believe BigBear.ai could become a major player in defense AI, similar to Palantir. However, BigBear.ai's revenue growth has not kept pace with its stock gains, raising concerns about its valuation.

AI and cloud tech in focus for upcoming 'Mag 7' earnings

Tech earnings kick off this week with reports from Alphabet and Tesla on Wednesday. Mandeep Singh of Bloomberg Intelligence has a preview on Bloomberg Television.

Pinterest stock rises after upgrade due to AI advertising boost

Pinterest stock increased after Morgan Stanley upgraded its rating, noting the company's AI investments are improving its advertising business. Pinterest's use of GPUs is making advertising more efficient and relevant. The company launched AI-powered products last year to help advertisers target users and manage budgets. Meta Platforms is also using AI to improve advertising. Pinterest stock has been performing well, rallying more than 50% since May.

Nvidia resumes AI chip sales in China amid supply concerns

Nvidia is restarting sales of its H20 AI chip in China, but warns that supply will be limited. The H20 is the most powerful AI chip Nvidia can legally export to China. Restocking the H20 could take up to nine months due to TSMC's production capacity. Chinese AI companies like Alibaba and Baidu are eager to access the H20 chip.

Wall Street loves Nvidia because of AI success

Nvidia has become a favorite among Wall Street investors due to its success in AI. Analysts are overwhelmingly positive about Nvidia's stock. Nvidia's shift to AI has resulted in significant financial gains. The company's next-generation Blackwell AI chips are starting to boost sales. Analysts believe Nvidia's growth story is far from over.

Samsung Galaxy Watch 8 review AI meets bold design

The Samsung Galaxy Watch 8 uses AI and a new design to compete with Apple. The watch has Google's Gemini AI chatbot built in, allowing users to ask questions without their phone. The design is different, with a square casing and rounded screen. The watch runs Wear OS 6 and has a new user interface. It also includes health features like a running coach and antioxidant tracking.

Sources

TSMC Nvidia Broadcom BigBear.ai Palantir Pinterest Samsung Galaxy Watch 8 AI Artificial Intelligence AI Chips AI Stocks Stock Market Market Value Revenue Growth Stock Splits Blue-Chip Stocks Investment Defense AI Advertising H20 AI Chip China Blackwell Architecture Earnings Alphabet Tesla Gemini AI Wear OS 6