**Meta Platforms and Taiwan Semiconductor Report Strong Growth in AI Era**
Meta Platforms (NASDAQ: META) reported a significant increase in daily active users, rising 7% year over year to 3.58 billion in Q4 2025, contributing to over $200 billion in revenue. The company is focusing on monetizing its apps, including WhatsApp and Threads, while investing up to $135 billion in capital expenditures in 2026 to enhance its AI capabilities.
Taiwan Semiconductor Manufacturing (TSMC) (NYSE: TSM) also experienced exceptional growth, achieving 20.5% year-over-year revenue growth and 35% earnings growth in Q4 2025. TSMC, which supplies chips for Nvidia—a dominant player holding roughly 80% of the AI data center chip market—now accounts for approximately 72% of global foundry revenue. Analysts project a 30% annualized growth rate for TSMC’s earnings over the next three to five years, amid anticipated global data center spending reaching $6.7 trillion by 2030.
