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TSMC posted record Q2 profit, raised its full-year revenue growth outlook to above 40%, and announced a $100 billion expansion in Arizona as AI demand continues to outpace supply. Here is what it means for SMH and SMHX.
After three strong years, many nuclear and uranium stocks have given back a chunk of their gains. We look at what drove the pullback, what’s gone right, and the opportunity ahead.
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