Taiwan Semiconductor reported Q2 2026 net profit of NT$706.6 billion, up 77% year-over-year, with revenue climbing 34% to $40.2 billion on relentless AI data center demand. The chipmaker also upped its total planned Arizona investment to $265 billion. Hard to argue TSMC isn't the true backbone of the AI economy right now โ agree?
Salesforce took another analyst hit Thursday when KeyBanc's Jackson Ader cut the stock from Overweight to Sector Weight, warning that the Agentforce AI product isn't gaining real traction. Customer feedback pointed to two problems: companies' data isn't organized enough for meaningful AI work, and Agentforce itself isn't production-ready. CRM has already shed 36% over the past six months. Not financial advice. Is this an AI growth story that just needs more time, or is Wall Street running out of patience?
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