why is TSMC considered a key player in the AI revolution?

taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest and most advanced semiconductor foundry, producing chips for major AI players like Nvidia, Apple, AMD, and Qualcomm. Without TSMC's manufacturing capabilities, the AI revolution would lack essential hardware.

What are the growth prospects for TSMC?

Analysts project TSMC's earnings to increase by 34.1% in 2025 and an additional 15% in 2026,driven by strong demand for its advanced semiconductor technologies. This growth is supported by the increasing need for AI chips and TSMC's strategic diversification efforts.

What are the potential risks and rewards of investing in C3.ai?

C3.ai offers significant long-term potential in the expanding AI market, but it is indeed not yet consistently profitable. Investing in C3.ai may be suitable for aggressive investors with a long-term investment horizon, given its growth prospects and current challenges.

What is driving the demand for AI stocks?

The increasing adoption of artificial intelligence across various industries is fueling the demand for AI stocks. Companies providing essential hardware, like TSMC, and those offering AI platforms and solutions, like C3.ai, are benefiting from this growing demand.

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AI revolution

Q: How does Wall Street view C3.ai stock?

wall Street analysts have mixed opinions on C3.ai stock, with an overall consensus of 'Hold.' However, some analysts have 'Strong Buy' recommendations, and the average target price suggests potential upside.The stock's high estimate indicates a possibility of significant rally over the next year.

Technology

This Monster Stock Gained 2,390% Over the Last 5 Years, Crushing Each of the “Magnificent Seven” and Palantir. It Has Nothing to Do With Artificial Intelligence (AI), and It’s Still Dirt Cheap!

by Rachel Kim – Technology Editor September 3, 2025

written by Rachel Kim – Technology Editor

Build-A-Bear Workshop Stock Soars 2,390% – Outperforming Tech ‍Giants and ⁤AI Darling ⁤Palantir

NEW YORK - September 2, ‌2025 – In ‍a stunning upset, Build-A-Bear Workshop (NYSE: BBW) has delivered a remarkable 2,390% return over the past five years, eclipsing the gains of the “majestic Seven” tech ⁣stocks – Alphabet, Amazon, ‌Apple, Meta Platforms, Nvidia, Tesla, and Microsoft – and significantly ⁤outpacing‍ the growth of data analytics firm Palantir Technologies. This unexpected surge defies current market trends centered around artificial intelligence, positioning build-A-Bear‍ as a uniquely undervalued chance, according to a new report by the Motley Fool.

While investors flock‌ to AI-driven companies, Build-A-Bear’s success story highlights the enduring ⁣power of brand loyalty,‍ experiential retail, and⁢ strategic financial management. The company’s performance demonstrates that ample⁣ returns aren’t solely dependent on cutting-edge technology,offering a compelling case for diversification and a reevaluation⁤ of conventional⁢ retail investments. This surge⁣ is particularly noteworthy ‍given ‍the broader economic landscape and the volatile nature of recent market gains.

The Motley Fool’s analysis points to a combination of factors driving Build-A-Bear’s remarkable growth.‌ These ⁤include effective ⁤cost ⁣controls, a⁢ triumphant‍ franchise model, and a consistent focus on enhancing⁢ the in-store experience. Despite ‌operating in a competitive retail environment, Build-A-Bear has cultivated a dedicated⁣ customer base‍ through personalized product offerings and a strong emphasis on creating memorable experiences.as of August 25, 2025, Stock Advisor returns reflect the ‌company’s impressive trajectory. Adam Spatacco ⁢of The Motley Fool holds positions in Alphabet, Amazon, Apple, Meta Platforms, Nvidia, Palantir Technologies, and Tesla. The ⁤Motley Fool also⁣ maintains positions in Alphabet,Amazon,Apple,Meta Platforms,Nvidia,Palantir Technologies,Tesla,Walt disney,and Build-A-Bear Workshop,adhering to its established disclosure policy.

September 3, 2025 0 comments

Business

Atlassian billionaire spruiks AI as CEO fires 150 workers over video in scary digital revolution

by Priya Shah – Business Editor July 30, 2025

written by Priya Shah – Business Editor

Unions Demand Worker Protections Amidst AI Job Displacement fears

Following the proclamation of notable job losses attributed to AI automation, Australian unions are calling for mandatory worker consultation and protections before new technologies are implemented in workplaces.

the Finance Sector Union (FSU) stated that the integration of new technologies must be a collaborative effort with employees, not a means to replace them. “There is a human cost to this. you can’t just replace frontline jobs with a voice bot and expect the same service for customers,” said FSU national secretary Julia Angrisano.

The Australian Council of Trade Unions (ACTU) plans to use an upcoming Economic Reform Roundtable to advocate for new, enforceable agreements. These agreements would require employers to consult with staff before introducing AI technologies.Key provisions would include guarantees for job security, investment in skills development and retraining, transparency regarding technology use, and robust protections for privacy and data collection.

“We can realize the potential productivity benefits of AI while protecting the Australian fair go in the AI age,” stated ACTU assistant secretary Joseph Mitchell. “But we can’t wish away the major disruptions and social risks that the bad use of AI and other new tech poses, through massive job losses and the theft of creative and intellectual property by big tech companies.”

The call for these protections comes as the nation grapples with the evolving landscape of work in the face of rapid technological advancement.

July 30, 2025 0 comments

Business

Natural Gas: A Transition Fuel for a Lower-Carbon World

by Priya Shah – Business Editor July 21, 2025

written by Priya Shah – Business Editor

Here’s a breakdown of the provided text, highlighting its main arguments and structure:

Overall Argument:

The text argues that natural gas, despite its criticisms, is a compelling and necesary option for the energy transition. It emphasizes gas’s role as a reliable, affordable, and flexible fuel that can help reduce emissions, notably when compared to coal, and complement the growth of renewable energy.

Key Points and structure:

The text is structured to first acknowledge the challenges and criticisms of gas, then present the case for its continued use, and finally outline what the gas industry and policymakers need to do to ensure its accomplished integration into the energy transition.

1. Introduction: The Dilemma of Energy Needs and Gas

Problem: Growing energy needs and the desire for lower-carbon solutions.
Proposed Solution: Shifting to gas as a “transition fuel.”
Acknowledged Criticisms:
Dismissed as just another fossil fuel.
Not cheap and uncompetitive against coal without a carbon price.
Over-reliance on single sources (like Russia) creates energy security risks.
Call to Action for Gas: Must demonstrate its value as reliable, affordable, flexible, and a lower-carbon solution.

2. The Case for Gas: Environmental and Practical Advantages

Environmental Credentials:
Emits half the CO2 of coal and 30% less than oil.
Has already driven considerable emissions reductions (e.g., Beijing’s air pollution reduction).
Positions gas as an ally against climate change and air pollution.
Evolving Energy Landscape & New Opportunities:
US: Gas is crucial for meeting increased power demand from AI and industrial reshoring. Data centers becoming national security assets will further boost demand.
Europe: gas-fired plants are supported to ensure grid stability and manage seasonal demand fluctuations, complementing renewables.
Driving Advancements in Lower-Carbon Technologies:
Southeast Asia: LNG is the key baseload option for meeting electricity demand without increasing coal dependence. Significant investment in new gas-fired plants is planned.
Carbon Capture and storage (CCS): Gas paired with CCS offers a way to reduce emissions in hard-to-abate sectors and the power sector. Blue Hydrogen: Produced using natural gas and CCS, it’s instrumental in early low-carbon hydrogen growth.

3.Gas’s Role in the Energy Transition: Challenges and Solutions

Key Challenges for the Gas Industry:
Methane Emissions: Must be tackled throughout the value chain.
Carbon Intensity: New developments must be the least carbon-intensive options.
Communication: Need to better communicate gas’s environmental credentials,reliability,and flexibility.
Competitiveness: High prices risk stunting demand growth. Future supply increases are needed to lower prices and meet demand.
Crucial Role of Policymakers:
Policy Tools: Carbon pricing, access to finance, incentives for CCS and low-carbon gases.
Balancing Act: Governments need to balance net-zero aspirations with security of supply.
* Example: Japan’s energy plan, which prioritizes LNG to ensure supply when other low-carbon technologies might fall short, is presented as a pragmatic approach.

In essence, the text presents a nuanced argument for natural gas, acknowledging its drawbacks but strongly advocating for its continued and strategic role in the global energy transition, particularly as a bridge to a fully renewable future.

July 21, 2025 0 comments

Technology

AI Race: Meet the New Contenders Challenging Industry Leaders

by Rachel Kim – Technology Editor July 3, 2025

written by Rachel Kim – Technology Editor

AI Stock Opportunities: Beyond Nvidia with TSMC and C3.ai

Table of Contents

AI Stock Opportunities: Beyond Nvidia with TSMC and C3.ai

While Nvidia remains a prominent name in artificial intelligence investments, other companies are also poised to benefit from the AI revolution. Taiwan Semiconductor Manufacturing Company (TSMC) and C3.ai present choice investment opportunities in the AI sector, each with unique strengths and potential.

TSMC: The Unsung Hero of AI Hardware

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading semiconductor foundry, is crucial to the AI revolution.The Taiwan-based company manufactures chips for industry giants like Nvidia, Apple, Advanced Micro Devices (AMD), and Qualcomm (QCOM). Without TSMC’s advanced manufacturing capabilities, the AI industry would face significant hardware limitations.

Did You Know? TSMC’s revenue reached $75.8 billion in 2023,underscoring its dominance in the semiconductor manufacturing industry.

Over the past five years, TSMC stock (TSM) has delivered a return of 252%. In 2024, the stock has increased by 18.1%, surpassing the S&P 500 Index ($SPX) gain of 5.7%.

AI Race: Meet the New Contenders Challenging Industry Leaders — TSMC stock performance compared to S&P 500.

TSMC has established a strong competitive advantage through technological innovation and long-term partnerships with industry leaders.Nvidia,a major TSMC customer,relies on the company to produce advanced AI chips like the H100 and GH200,which power AI data centers. As Nvidia’s sales surge and other AI-focused companies like AMD and Amazon (AMZN) develop custom chips, TSMC is capturing a significant portion of the growing demand.

In the first quarter,TSMC’s total revenue increased by 35% year-over-year to $25.5 billion. Management reported that “7-nanometer and more advanced technologies accounted for 73%” of total wafer revenue. Diluted earnings per share increased by 60.4% during the quarter. To mitigate geopolitical risks associated with its Taiwan-centric manufacturing base, TSMC is expanding its operations globally. the company is establishing advanced manufacturing facilities in Arizona, Japan, and Germany, supported by strategic partnerships and government subsidies. the Arizona plant is expected to produce 3-nm chips by 2025, aligning TSMC with U.S. efforts to strengthen domestic semiconductor supply chains.

TSMC: Financial Overview

Metric	Value
5-Year Stock Return	252%
Year-to-Date Stock Increase	18.1%
Q1 Revenue growth (Year-over-Year)	35%
Forward Earnings Multiple	24x

TSMC’s manufacturing leadership is difficult to replicate. Its yields, scale, and talent pool position it as the global leader, providing a significant first-mover advantage. Analysts expect TSMC’s earnings to increase by 34.1% in 2025 and another 15% in 2026. With a forward earnings multiple of around 24x, TSMC offers a more conservative entry point compared to Nvidia, which trades at 36x forward earnings.

Wall Street analysts have a “Strong Buy” rating on TSMC stock. Among the 11 analysts covering the stock, eight have a “Strong Buy” suggestion, two rate it a “Moderate Buy,” and one recommends a “Hold.” The average analyst target price of $233.12 aligns with its current price, while the Street-high estimate of $259 suggests a potential rally of up to 11% over the next 12 months.

C3.ai: Enterprise AI Solutions

C3.ai (AI), valued at $3.3 billion, is an AI company focused on enterprise AI solutions. While Nvidia provides the chips, C3.ai enables businesses to leverage AI to address practical, high-value challenges across industries. The company offers a platform for developing, deploying, and scaling AI applications tailored for large-scale, data-intensive enterprises.

Pro Tip: Consider diversifying your AI investments to include companies like C3.ai, which focus on AI application development and deployment.

C3.ai stock has decreased by 25% year-to-date,contrasting with the broader market’s gains.

C3.ai Stock Performance — C3.ai stock performance year-to-date.

The C3 AI Platform is a model-driven, low-code/no-code environment that allows developers and data scientists to rapidly build AI models. C3.ai also provides pre-built AI applications for sectors including energy, manufacturing, defence, financial services, utilities, and healthcare. The company has a growing list of customers and partnerships.In fiscal year 2025, C3.ai completed 264 agreements across industries, closing 69 agreements in Q4. Notable enterprise customers include Exxon Mobil (XOM), U.S. Steel, Bristol-Myers Squibb (BMY), Cargill, Chanel, and Ericsson (ERIC).State and local government revenue more than doubled in fiscal year 25, with Q4 adding 16 new deals across 12 states. C3.AI also renewed and expanded its multi-year alliance with Baker Hughes (BKR) through 2028.

In the fourth quarter,C3.ai’s revenue increased to $108.7 million, a 26% year-over-year increase. For the full fiscal year, revenue rose 25% to $389.1 million. However, the company reported a loss of $0.41 per share for the year.Analysts forecast a 19% revenue increase in fiscal year 2026, followed by an 18.9% increase in fiscal year 2027. Losses are projected to reach $0.37 per share in fiscal year 2026 before decreasing to $0.15 in fiscal year 2027.

implementing AI involves transforming raw data into actionable insights, integrating models into workflows, and ensuring security and scalability. Platforms like C3.ai address these challenges. C3.Ai stock has significant long-term potential but faces challenges, including consistent profitability. it may be suitable for aggressive investors with a long-term investment horizon.

Wall Street analysts have a “Hold” rating on C3.Ai stock. Among the 13 analysts covering the stock, four have a “Strong Buy” recommendation, four rate it a “Hold,” two suggest a “Moderate Sell,” and three recommend a “Strong Sell.” The average analyst target price of $30 implies a 20% upside above current levels, with a Street-high estimate of $50 indicating a potential rally of up to 100% over the next 12 months.

C3.ai: Financial outlook

Metric	Value
Year-to-Date stock decrease	25%
Q4 Revenue Growth (Year-over-Year)	26%
Fiscal Year Revenue Growth	25%
Projected Revenue Growth (Fiscal Year 2026)	19%

Evergreen Insights

The AI landscape is rapidly evolving, with increasing demand for both hardware and software solutions. Companies like TSMC and C3.ai are strategically positioned to capitalize on this growth. TSMC’s advanced manufacturing capabilities make it a critical partner for AI chip designers, while C3.ai’s enterprise AI platform enables businesses to implement AI solutions effectively. As AI adoption continues to expand across industries, these companies are expected to play a significant role in shaping the future of AI.

FAQ

What makes TSMC a key player in the AI revolution?: TSMC is the world’s largest and most advanced semiconductor foundry, producing chips for major AI players. without TSMC, the AI revolution would lack essential hardware.
What are the growth prospects for TSMC?: Analysts project TSMC’s earnings to increase substantially in the coming years, driven by strong demand for its advanced semiconductor technologies.
What is C3.ai’s role in the AI landscape?: C3.ai provides an enterprise AI platform that enables businesses to develop, deploy, and scale AI applications.
What are the potential risks and rewards of investing in C3.ai?: C3.ai offers significant long-term potential but is not yet consistently profitable,making it suitable for aggressive investors.
How does Wall Street view C3.ai stock?: Wall street analysts have mixed opinions on C3.ai stock, with an overall consensus of “Hold,” but some see potential upside.

What are your thoughts on investing in AI stocks beyond the obvious choices? Which AI companies do you believe have the most potential for growth?

Disclaimer: This article is for informational purposes only and does not constitute financial advice. Please consult with a qualified financial advisor before making any investment decisions.

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July 3, 2025 0 comments