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Tag

Arizona

2 articles

U.S. EquitiesYesterday

TSMC's $265B Arizona Bet: AI Upside Outweighs Margin Pressure

TSMC's $100 billion Arizona expansion signals sustained AI chip demand through 2030, but near-term margin compression and capital intensity are pricing in too much risk.

Politics & Policy32d ago

Arizona Democrat Shah Wins Primary With House Majority on the Line

Shah's win in a competitive Phoenix-area district triggers a nine-figure spending war between national party committees fighting for House control.