Nvidia, AMD Could Ride 80% Earnings Explosion BlackRock Just Flagged (UPDATED)

All NewsApril 15, 2026

BlackRock expects an 80% jump in semiconductor earnings in 2026. But the Strait of Hormuz shutdown doesn’t bode well for this forecast.

Latest Ratings for TSM

DateFirmActionFromTo Jan 2022Atlantic EquitiesUpgradesNeutralOverweight Oct 2021Cowen & Co.Initiates Coverage OnMarket Perform Jul 2021NeedhamInitiates Coverage OnBuy

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