Stock Market News & Analysis

We maintain our fair value estimate for TSMC stock.

Trying to make sense of a share caught up in irrational exuberance.

Struggling customers limit upside.

Fuel volatility can lead to short-term earnings swings but all players bear the cost almost equally.

Rising electricity demand from data centers supports earnings growth, but Morningstar analysts say the sector looks less attractive after a sharp rally.

How the most traded shares in March stack up against our analysts views.