Gartner predicts AI spending to surge by 37% in 2026, reaching $2 trillion. Taiwan Semiconductor Manufacturing, a key chip manufacturer, stands to benefit. Apple plans to revamp AI features with Google Gemini, potentially boosting stock. TSMC expects 30% revenue growth in 2026, driven by AI chip demand. Apple anticipates 9% revenue growth, fueled by deep AI integration in devices and Gemini models. Analysts project 11% EPS increase for Apple. Both companies could see substantial gains in 2026.

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