Can robust TSMC earnings help settle AI jitters?

Investing.com - TSMC posted a $23.59 billion net profit for the third quarter of 2026, a 68.7% year-over-year surge that marked its sixth consecutive record quarter, yet the earnings beat has done little to arrest a deepening selloff across AI-linked semiconductor stocks. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Taiwan Semiconductor Manufacturing, the world's largest contract chipmaker and a foundry supplier to NVIDIA, AMD, and Apple, is the stock most exposed to AI hardware demand: its revenue is tied directly to the volume and complexity of chips ordered by hyperscalers and AI accelerator makers. Despite earnings per ADR of $4.