AI trade reignited by TSMC earnings blowout

A view of the TSMC Global R&D center in Hsinchu, Taiwan on April 15, 2025. Ann Wang | Reuters Thursday offered markets a rare respite from the incessant geopolitical upheavals. Yet the week’s headlines still reflect broader global dynamics. Case in point: Taiwan’s $250 billion investment in chip production in the United States, which is…

Read More

Is GoDaddy’s (GDDY) .CO Exit Quietly Rewiring Its AI Strategy And Competitive Moat?

In the days leading up to its fourth-quarter 2025 financial results, GoDaddy was expected to post earnings of US$1.58 per diluted share, while investors also weighed its decision to exit the .CO domain registry amid growing AI-driven competition. Along with these financial expectations, GoDaddy’s internal focus on longtime talent and evolving AI-driven development practices shows…

Read More