Prediction markets have experienced a precipitous rise in popularity this year. Now, thanks to a new ETF launched in September, investors can gain exposure to two of the biggest platforms while they are still privately held—and potentially ahead of future IPOs.
While the services offered by predict.... |
Good MorningU.S. stocks came under pressure late Thursday, with the Nasdaq falling sharply as technology shares struggled and the Dow trimmed its losses. Oracle and Microsoft declined amid confusion surrounding OpenAI’s annualized revenue figures, highlighting renewed sensitivity around AI spending and valuation expectations.
Corporate news presented a mixed picture as earnings season gained momentum. Applied Digital reported a 322% increase in quarterly revenue as its AI data center business expanded, though its net loss widened sharply. Levi Strauss beat adjusted earnings expectations and raised its full-year profit outlook despite weaker-than-expected revenue, while Chipotle shares jumped following reports that Starbucks had explored a potential takeover of the restaurant chain.
Investors also weighed developments that could affect the technology labor market, including reports that the Trump administration barred Microsoft from sponsoring foreign workers for U.S. residency. Elsewhere, Apple named insider Steve Smith as its new head of mergers and acquisitions, and Waymo secured $5 billion in debt financing to support expansion of its robotaxi service. Featured: Before you trust an algo with your capital, read this (Ad) 
| Markets | |
Prediction markets have experienced a precipitous rise in popularity this year. Now, thanks to a new ETF launched in September, investors can gain exposure to two of the biggest platforms while they are still privately held—and potentially ahead of future IPOs.
While the services offered by predict... Read the Full Story |
| From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
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| Consumer Discretionary | |
Levi’s (NYSE: LEVI) Q3 results left something to be desired, with revenue growth below forecast and margins impacted by headwinds. However, tepid as the results may be, the company continues to grow, profit, and drive cash flow, which is what matters.
The opportunity today is value and yield, with... Read the Full Story |
| Consumer Staples | |
PepsiCo (NASDAQ: PEP) isn't without hurdles, but it’s doing what long-term investors need: generating cash flow and returning capital to investors.
The opportunity in 2026 is an historically low valuation and price point, compounded by an historically high yield. While high bond yields have played... Read the Full Story |
| From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
| Utilities | |
Artificial intelligence (AI) hyperscaling has hit a physical wall. Tech conglomerates spent the past two years securing semiconductor chips, but powering those processors requires electricity levels the current grid cannot supply.
Alphabet (NASDAQ: GOOGL) recently signaled a solution, executing a ... Read the Full Story |
| Markets | |
With ETFs on track for another record year of inflows, asset managers have used 2026 as a launching pad for thousands of new funds. Of those products, hundreds have focused on thematic approaches to the equities market, with some experiencing tremendous success compared to others. But for one such ... Read the Full Story |
| From Our Partners | | Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he says is the same size Nvidia was a decade ago.
The company holds 150 patents protecting its core technology, and Brown believes Elon Musk could soon drive major demand for it. A key catalyst is set for November 11. | | See the AI stock Jeff Brown is watching right now |
| Finance | |
Lemonade (NYSE: LMND) has always had an audacious idea.
The insurer would rebuild insurance using artificial intelligence and behavioral economics to streamline buying policies and filing claims, replace brokers with bots, and pay claims in seconds. For years, non-believers dismissed it as a cash-b... Read the Full Story |
| Markets | |
It's not just the cost of goods that is rising, although inflation remains a persistent source of consumer frustration. The U.S. services sector saw growth cool in September, even as domestic demand remains robust, while supply chains have become stretched, and prices continued to be elevated. Cust... Read the Full Story |
| Technology | |
Photonics stocks are having a moment. But it's important that investors understand the opportunity.
Photonics is the broader science and technology of generating, controlling, and using light. This includes lasers, but that's where many investors stop.
Lasers have been used for decades in factory c... Read the Full Story |
| Finance | |
When SpaceX (NASDAQ: SPCX) went public this summer, it did more than make history as the largest IPO ever. It handed Nasdaq (NASDAQ: NDAQ) a trophy moment.
In fact, on a share volume and transaction count basis, this has been a banner year. Yet Nasdaq, the stock, has been strangely unloved.
That g... Read the Full Story |
| Industrials | |
The market has hit a record high, and almost none of that belongs to the average stock.
That gap is where Whitney Tilson of Stansberry Research is doing his shopping. His case is that the index is masking a broad bear market underneath, and that the cleanest values right now sit entirely outside ar... Read the Full Story |
| Friday's Early Bird Stock Of The Day Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. | Should I Buy Taiwan Semiconductor Manufacturing Stock? TSM Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Taiwan Semiconductor Manufacturing was last updated on Friday, October 09, 2026 at 1:05 AM.
Taiwan Semiconductor Manufacturing Bull Case -
Taiwan Semiconductor Manufacturing Company Ltd. reported record third-quarter revenue of NT$1.494 trillion, which increased 50.9% year over year and exceeded market consensus estimates by approximately 3%, demonstrating robust demand for AI accelerators and advanced chips.
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The company is expanding its U.S. supply chain resilience through a multiyear, $2 billion agreement with GlobalFoundries to establish a U.S. supply of silicon interposers for its CoWoS packaging ecosystem, which supports long-term capacity for high-performance computing and AI customers.
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Wall Street analysts maintain a consensus rating of Buy with an average price target of $524.89, which suggests significant upside potential from the current stock price of $457.94, reflecting confidence in the company's growth trajectory.
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Corporate insiders, including CEO C.C. Wei and multiple senior executives, have recently engaged in open-market purchases of the company's stock, a signal that leadership maintains high confidence in the firm's future performance and valuation.
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Taiwan Semiconductor Manufacturing Company Ltd. is considering capital spending of up to $64 billion to expand capacity, a move that indicates management expects demand for its semiconductor products to continue exceeding available supply in the near term.
Taiwan Semiconductor Manufacturing Bear Case -
The stock has experienced a recent decline of 3.01% to $457.94 as investors took profits near record highs, with broader technology stocks weakening due to higher oil prices and Treasury yields pressuring growth-stock valuations.
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Taiwan Semiconductor Manufacturing Company Ltd. carries a premium earnings multiple with a P/E ratio of 33.04, which increases the stock's sensitivity to any potential slowdown in AI spending or broader market volatility.
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Reports indicate that the Terafab opportunity for the company is limited, as Elon Musk stated that Tesla and SpaceX intend to build and operate their planned Texas AI-chip facility themselves, reducing expectations for a major near-term role for Taiwan Semiconductor Manufacturing Company Ltd.
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The company recently cut its quarterly dividend from $1.1136 to $1.0854, a reduction that may disappoint income-focused investors who rely on consistent dividend growth from semiconductor leaders.
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Geopolitical risks remain a concern for investors, although the U.S. East Asian envoy has suggested that investors may be overpricing the risk of conflict across the Taiwan Strait, highlighting the uncertainty surrounding the company's operational environment.
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