Fund managers investing in top emerging market stocks Taiwan Semiconductor Manufacturing (TSMC), SK Hynix, and Samsung Electronics are now compelled to diversify their portfolios. This shift is driven by mandate-imposed limits on the maximum allowable weight for single stocks or sectors, as noted in a JPMorgan report. The move signals a potential change in emerging market investment strategies as funds seek new opportunities beyond these dominant players.
Intel reported a 25.42% year-over-year revenue increase in Q2 2026, its best in over 15 years, fueled by a 59% rise in Data Center and AI revenue. Despite a recent share price pullback to $97.71, the outlook remains positive with a 24/7 Wall St. pric...
Wall Street analysts are increasingly bullish on ASML Holding, raising price targets to over $2,800 as AI fuels growth in advanced semiconductor manufacturing. Bank of America and Bernstein both maintained 'Buy' ratings, citing ASML's strong competit...
Semiconductor stocks are expected to face further downside in the second half of the year due to supply chain-driven price corrections and weakening end demand, especially in the memory sector led by companies like Micron. The AI infrastructure boom ...
Investors who missed the AI rally led by NVIDIA can still participate safely through diversified ETFs like Global X AIQ, VanEck SMH, and Invesco QQQ. These funds spread risk across multiple companies in the AI ecosystem, from chipmakers to tech giant...
Microsoft, TSMC, and AMD represent key layers in the AI buildout with different investment outlooks. Microsoft is a buy at $502.03 due to strong Azure growth, high contracted future revenue, and expanding Copilot adoption, trading at a reasonable P/E...
