The abrdn Emerging Markets ex-China Fund (AEF) offers investors targeted exposure to high-growth emerging markets excluding China, focusing on Taiwan, South Korea, and India. It benefits from significant holdings in major semiconductor companies like TSM, Samsung, and SK hynix, capitalizing on the AI-driven semiconductor boom. While AEF provides a high distribution yield of 8.86%, its income is variable and mainly funded by capital gains, making it more suitable for reinvestment than stable income. The fund currently trades at a 6.6% discount to its net asset value, with a net expense ratio of 1.86% partially offset by fee waivers.
Taiwan remains the world’s key semiconductor hub, driving an 8.68% economic growth in 2025 and a 34% surge in exports, largely fueled by AI industry investments. TSMC leads this ecosystem, partnering with major tech firms and boosting local suppliers...
The Dan Ives Wedbush AI Revolution ETF (IVES) has delivered a 17% gain year-to-date as of June 9, 2026, outperforming the S&P 500's 8% gain despite a recent 11% drop in one week. The fund's concentrated portfolio focuses on leading AI infrastructure ...
Elon Musk spoke virtually at ASML's annual tech conference, emphasizing the critical role of ASML's advanced chipmaking machines for his upcoming Terafab chip plant in Texas. Terafab aims to produce chips for Tesla and SpaceX, expanding SpaceX's focu...
The Global X Artificial Intelligence & Technology ETF (AIQ) has outperformed the Invesco QQQ Trust this year, gaining 20.6% year-to-date through June 10, despite charging an expense ratio three times higher than QQQ. AIQ's unique exposure to Asian me...
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by capturing a broader range of semiconductor stocks, especially equipment makers, resulting in an 86.78% gain versus SMH's 64.11%. SOXX's index favors ...
