Nvidia and AMD fuel a $46.7B TSMC quarter: how much upside is left in the stock?

Impact · against what's priced in

TSMC's record quarter and capacity expansion provide concrete evidence for the sustained AI growth the market has previously declined to pay for, acting as a catalyst for valuation re-rating. For NVDA and AMD, the news confirms the continued strength of the AI cycle, but because their current prices already pay for near-term AI demand, the impact is muted.

TSM+0.40: Challenges what's priced in
The price assumes

Nvidia and AMD fuel a $46.7B TSMC quarter: how much upside is left in the stock?

What matters in this story

Marvell: Investor Day Resets The AI Growth Story

Nvidia and AMD fuel a $46.7B TSMC quarter: how much upside is left in the stock?

What matters in this story

Marvell: Investor Day Resets The AI Growth Story

How each ticker is affected

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Nvidia and AMD fuel a $46.7B TSMC quarter: how much upside is left in the stock?

What matters in this story

Next reads from the same story arc

Marvell: Investor Day Resets The AI Growth Story

Nvidia and AMD fuel a $46.7B TSMC quarter: how much upside is left in the stock?

What matters in this story

Next reads from the same story arc

Marvell: Investor Day Resets The AI Growth Story

How each ticker is affected

Connected tickers

Track these names every morning.

SpaceX in talks to raise $40 billion in loans for Nvidia chips: Report

TSMC September sales hit another record as AI boom rolls on

Prediction: The Number That Will Move Intel Stock in October Isn't Revenue

Besi: Buy The HBM Opportunity Before The Orders Arrive