GFS

Smartkem shares are trading lower. The company announced a non-binding letter of intent to acquire all outstanding shares of Carbonium Core in exchange for shares of Smartkem Series B Convertible Preferred Stock.

TSMC Commits Higher CapEx in 2026 While Raising Dividend Payouts

Taiwan Semiconductor raises 2026 CapEx to $60B-$64B and plans higher dividends as AI, HPC and 5G demand fuels growth.

Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries

GlobalFoundries (GFS) stock analysis after the selloff: data center growth, new optical wins, rising CapEx risks, and dividend outlook—read now.

TSMC vs. GlobalFoundries: Which Foundry Stock Is the Better Buy?

TSMC's leading-edge demand, stronger growth and lower valuation give it the edge over GlobalFoundries, though GFS has solid growth drivers.

GlobalFoundries: A Cyclical Value Play, Not An AI Rocket

GlobalFoundries Inc. Buy thesis: mature-node cyclical upcycle, CHIPS Act subsidies, resilient clients amid geopolitics; price target $70. Click for more on GFS.

United Microelectronics Falls 7%, Tower Semiconductor Sinks 10%, GlobalFoundries Drops 7% as AI Spending Fears Hit Foundries

A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout can actually support current chip valuations.

Connection Announces Partnership With Microsoft, Qualcomm, And OEM Partners To Launch Copilot+ PCs, A New Generation Of Windows-Based Devices For AI Workloads

New York’s Factory Activity Expands to 4-Year Highs: Is AI Powering a Manufacturing Boom?

New York manufacturing activity hit a four-year high after July’s ISM PMI reached its strongest level since 2022, highlighting AI-driven demand.