Goldman Bets $1.5B on AI Overhaul

Goldman just dropped $1.5B on an AI play with Anthropic. They're embedding AI into mid-sized firms across sectors. Healthcare, manufacturing, finance—it's all in. This isn't just tech flair; it's a strategy shift. But can AI revamp Goldman’s growth story amid regulatory hurdles and cost pressures?

TSMC's raking in cash from AI demand. April revenue hit $13.1B, jumping 17.5% Y/Y. Yet, smartphone slump looms. Macro uncertainty brews. Still, they upped yearly sales guidance. A $56B capex might be on the horizon. Can AI keep TSMC soaring above market worries?

Tapestry's EPS jumps 62%. Yet, the stock dives. Confused? Investors are laser-focused on valuation, not just numbers. A classic case of high expectations meeting reality. So, what’s driving this valuation concern?