Taiwan Semiconductor Manufacturing saw its stock rise after reporting strong quarterly results and guidance that exceeded expectations. Intuit's shares declined due to weaker growth in its DIY tax segment, affected by price-sensitive consumers. Brown Advisory initiated a position in Capital One Financial, citing its quality and long-term growth potential. Meanwhile, Canadian National Railway was sold to reallocate capital to Watsco, which offers a more favorable risk-reward profile. These moves reflect strategic portfolio adjustments based on growth prospects and risk assessment.
SanDisk's stock surged 2,107% over the past year, driven by explosive growth in AI-related data storage demand and strong financial results, including a 371.6% revenue increase in fiscal Q4 2026. This remarkable performance has shifted the market lan...
TSMC's stock is currently priced at $428.29 with a 24/7 Wall St. price target of $492.37, suggesting a potential upside of about 15%. The company reported strong Q2 2026 results, including a 36% revenue increase year-over-year and raised its full-yea...
Intel's stock rose 3% after reports that it plans to raise prices on selected PC processors by 10%, reversing a recent selloff. This price increase could boost Intel's gross margins, supporting its ongoing recovery driven by AI demand and supply cons...
In Q2 2026, the Baron Emerging Markets Fund gained 19.61%, underperforming its benchmark, the MSCI Emerging Markets Index, which rose 24.05%. Key contributors to the fund's performance included SK hynix, Taiwan Semiconductor, Samsung Electronics, Mon...
BlackRock runs two similar tech funds: BST, a perpetual fund with a 5.9% yield trading near NAV, and BSTZ, a term trust with a 6.2% yield trading at a 6.2% discount. BSTZ, which will dissolve around June 2031, offers a structural advantage by potenti...
