Key Points
-
Nvidia remains the leading seller of AI chips, trading reasonably well despite soaring earnings.
-
Taiwan Semiconductor Manufacturing Company (TSMC) reported stronger-than-expected revenue and profit in Q4 2025, driven by robust demand for AI chips.
-
Amazon’s AWS unit, bolstered by AI integration, has reached a $132 billion annual revenue run rate.
Artificial intelligence stocks are significantly impacting market performance, with Nvidia, Taiwan Semiconductor Manufacturing (NYSE: TSM), Amazon, and Alphabet (NASDAQ: GOOG) highlighted as key players. TSMC reported strong growth, exceeding analyst projections in Q4 2025 with a focus on high demand for AI chips. In parallel, Amazon’s web services segment reached a major $132 billion in annual revenue, driven largely by AI advancements.
Nvidia, while a leader in AI chip sales, remains competitively priced, indicating continued market growth in AI technology. Companies like Alphabet have also leveraged AI for operational improvements and revenue growth, marking a milestone with $100 billion in quarterly revenue.
