What bubble? TSMC posts $35.7bn quarter as AI chip demand drives 35% revenue surge
The world's largest contract chipmaker has beaten forecasts again, adding to a run of hardware results that suggest the AI investment cycle is holding firm...
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L1 Capital, an investment management firm, released its "L1 Capital International Fund" (unhedged) fourth-quarter 2025 investor letter. A copy of the lette...
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The world's largest contract chipmaker has beaten forecasts again, adding to a run of hardware results that suggest the AI investment cycle is holding firm...
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