WS #12448
Holding: newest synthesis is 52d 19h old
TSMC accelerates Arizona factory buildout citing multi-year AI demand; IBM Q2 falls short, stock drops 25% as AI spending crowds out other areas.
Tech Sector Divergence: TSMC vs IBM
TSMC accelerates Arizona factory buildout citing multi-year AI demand; IBM Q2 falls short, stock drops 25% as AI spending crowds out other areas.