Semiconductor News & Analysis Feed

Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM) Fahad Saleem Wed, June 17, 2026 at 6:26 AM PDT 2 min read 2330.TW -0.63% AAPL -0.66% NVDA -0.49% AMD +3.04% GOOGL -2.40% Explore stocks on Coinbase Trading disclosure We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan L

Dan Loeb calls Nvidia reasonably valued at 15x forward earnings The Third Point founder is betting big on what he calls an AI 'super-cycle' that's barely getting started.

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