U.S. diplomacy limiting TSMC’s advanced chip exports to China (“no best stuff”) signals trade war risks, potentially impacting 20% of revenue. Historical trade restrictions, like those in 2022, led to a 15% stock drop, and with China’s push for self-sufficiency in semiconductors, TSMC could face a 10-12% correction if tensions escalate.
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Microsoft is a long-term portfolio must-have: its enterprise suite, including.....
Caterpillar’s Q2 2025 results show strength amid challenges — here’s why CAT is a stock to watch.
Meta’s Hype Overshadowed by Losses and Margin Risks
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