In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating income by 30%. Microsoft increased its average gross assets by 22% and gross cash flow by 27% over the prior year. Amazon also posted strong results with 17% revenue growth and 30% operating income growth, continuing its trend of over 40% revenue growth in USD for the second consecutive year. These results highlight sustained momentum in key tech and industrial sectors, signaling positive outlooks for investors.
Volatility in emerging markets, especially in ETFs like EEM, has surged due to high volatility in key tech stocks from Taiwan and South Korea linked to AI demand. This spike in volatility may indicate a broader market trend of 'bi-modality,' where re...
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...
The recent correction in the tech sector is viewed as a valuation reset rather than a fundamental problem, creating buying opportunities in high-quality AI and semiconductor companies. Semiconductor leaders like NVIDIA, Micron, Broadcom, and TSMC are...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) has dropped more than 20% in one month, mainly due to sector fears of margin contraction from Chinese oversupply. However, its core holdings, including ASML with its EUV monopoly and TSMC, rem...
