Nvidia and Micron Stocks Climb -- Wall Street Picks 2026 Semiconductor Winners [Yahoo! Finance]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: Yahoo! Finance
Baird named both companies among its top semiconductor picks for 2026, citing sustained artificial intelligence demand. Nvidia climbed nearly 2% and Micron rose about 3% following the announcement. Baird analyst Tristan Gerra reiterated Buy ratings on both stocks following recent quarterly results that pointed to steady momentum across AI-linked markets. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Gerra lifted his price target on Nvidia to $275 and raised Micron's target to $443, pointing to improved earnings visibility and stronger end-market demand trends. For Nvidia, Gerra said demand for next-generation AI processors remains ahead of supply, with attention likely to center on execution and manufacturing capacity as the company moves deeper into 2026. He also noted that chip production remains closely tied to Taiwan Semiconductor Manufacturing (TSM), which plays a key role in meeting
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News
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TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 12/19/25 - Form 6-K
- 12/10/25 - Form 6-K
- 11/26/25 - Form 6-K
- TSM's page on the SEC website