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This AI Fund Is Crushing QQQ, and Nvidia Is Barely 2% of It
Quick Read AIS has outperformed QQQ 85% to 17% year-to-date by targeting AI infrastructure plays while holding Nvidia at just 2% of assets. Memory names, not chipmakers like AMD, powered AI gains. Micron alone surged 228% year-to-date vers…
BofA’s breadth gauge is flashing a warning for global stocks
[Trading charts background] da-kuk/E+ via Getty Images Global equity breadth moved closer to a contrarian sell signal, with 82% of markets trading above both their 50-day and 200-day moving averages. The BofA Global Breadth Rule remains be…
STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear
Available from August 3 on the trading platform and August 5 on the STARTRADER app, spanning semiconductors, AI infrastructure, optical networking, and nuclear energy DUBAI, UAE, July 31, 2026 /PRNewswire/ -- STARTRADER today announced the…
STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear
STARTRADERSTARTRADER DUBAI, United Arab Emirates, July 31, 2026 (GLOBE NEWSWIRE) -- Available from August 3 on the trading platform and August 5 on the STARTRADER app, spanning semiconductors, AI infrastructure, optical networking, and nuc…
STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear
DUBAI, United Arab Emirates, July 31, 2026 (GLOBE NEWSWIRE) -- Available from August 3 on the trading platform and August 5 on the STARTRADER app, spanning semiconductors, AI infrastructure, optical networking, and nuclear energy. STARTRAD…
AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On
Quick Read Certain semiconductor stocks have sold off in recent weeks This is mostly because of investor skepticism, instead of issues related to financials As long as AI capex continues increasing, these semiconductor ETFs seem set to bou…
2 ETFs to Access the World's Best-Performing Stock Markets In 2026
Key Points Interested in iShares MSCI South Korea ETF? Here are five stocks we like better. South Korea and Taiwan have been the world's best-performing stock markets in 2026, driven by AI-related demand for chips and memory. The iShares M…
Single-Country Swagger: Capture Localized Alpha With These ETFs
This article was originally published on ETFTrends.com. When it comes to broad international equities exposure, the sum of the parts is traditionally greater than the whole. Today, however, single-country exposure is also proving that indi…
Asian stock leadership shifts as AI-fueled rally shows signs of fatigue, SocGen says
[Artificial Intelligence helping to forecast fesibility making profit from online business investment] primeimages/iStock via Getty Images Asian equity markets may be entering a new phase of leadership rotation after a narrow, semiconducto…
Taiwan's central bank flags AI bubble risks despite growth
Taiwan's central bank governor Yang Chin-long said that while the AI boom is supported by real growth, it also carries the risk of creating a bubble as companies take on more debt to finance aggressive investment. "We do have concerns abou…
TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs
Quick Read TSMC's Winbond partnership breaks the SK Hynix, Samsung, and Micron HBM monopoly without threatening them, since AI demand is simply too massive to cannibalize any player. Winbond's CUBE architecture plugs into TSMC's WoW 3D-sta…
3 iShares ETFs to Buy Now as South Korea and Taiwan Soar Past 100% Gains in 2026
Quick Read EWY and EWT are up 103% and 67% YTD as South Korea's memory chips and Taiwan's TSMC foundry dominate AI hardware demand. Taiwan's IC industry is forecast to hit $271 billion in 2026, a 30% increase driven by AI accelerator capit…
With one half of 2026 in the books, the year is shaping up to be another good one for stocks. Through the first six months, the Vanguard S&P 500 ETF (VOO) gained 10.2%, while the Invesco QQQ Trust (QQQ) doubled that with a 20.2% return. As…
Taiwan launches combat readiness drill as military adapts to rising China tensions
[Army Academy New Equipment Debut] Cheng Chia Huang/Getty Images News Taiwan's military will conduct a five-day combat readiness exercise beginning Monday, part of a broader effort to make training more realistic and better prepare forces…
Here Are The Other Winners Of The Iran-U.S. Peace Deal. This Index More Than Doubles.
Many world stock indexes had been rising ahead of last weekend's accord, as hopes grew for a resolution that would free up transit of crude oil and other commodities. Continue Reading
If You Missed The Korean AI ETF Boom There Are The 2 Taiwanese Options With Direct Exposure To The Supply Chain
Quick Read EWT and FLTW surged ~90% over the past year but now trade at 31.8x earnings, already pricing in bull-case 35% earnings growth with little room for error. Elon Musk's Terafab tapped Intel over TSMC, but if it fails, demand would…
An ETF Retirement Portfolio for Moderate-Risk Investors
As retirement draws an end to one's earnings period, a smart allocation of assets is needed to enjoy a regular stream of income. Earlier, a rule of thumb for the retirement corpus was that the stock part of one's portfolio should equal 100…
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. What is war good for? Apparently, the markets. Despite current conflicts in Ukraine and Iran, as well as in Iraq and Afgh…
Why EWT Investors Should Watch for a Dollar Reversal Before Q3
Quick Read EWT surged 103% over 12 months, but a 10-year yield break above 4.67% would trigger dollar strength that mechanically erodes the fund's NAV. TSMC's 22% weighting makes EWT a leveraged single-name bet; SOXX spreads the same AI ha…
Where investors may find the next 'big wave' for AI trade
The next massive gains in artificial intelligence may come from thousands of miles away. Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, is urging investors to look beyond their backyards to th…
Investors Are Fleeing to South Korean and Taiwan ETFs for Diversification. If You Do That, You’re Still Just Chasing AI Chip Stocks.
Whenever the U.S. stock market gets top-heavy, Wall Street’s marketing machine gets cranking. The cycle turns back to a favorite narrative: geographical diversification. Retail investors are urged to dump their concentrated domestic shares…
The hottest stock market in the world has doubled this year. And Goldman Sachs sees another 40% gain from here.
Currency dealers celebrating South Korea's benchmark stock index breaking the 6,000 level back in February. Goldman Sachs says the market could double that. - AFP via Getty Images Back at the start of March, with the Iran crisis in its ear…
Goldman sees another 35% upside for South Korea's Kospi
[KOSPI index under scrutiny with magnifying glass ready for analysis in financial market research] While South Korea's stock market has already doubled this year, strategists believe the AI-driven chip rally has more room to run as technol…
MoneyMasters Podcast 5-28-26- US-China Relations and the Race for Innovation
In this episode of the MoneyShow Money Masters Podcast, explore the escalating tech rivalry between the US and China with Rebecca Fannin, founder of Silicon Dragon Ventures and a contributor for CNBC. To get your FREE copy of the complete…
ETFs Primed for Gains on NVIDIA's $150B AI Spending Vow in Taiwan
NVIDIA’s NVDA CEO Jensen Huang announced that the technology giant plans to ramp up its annual spending and investments in Taiwan to a staggering $150 billion. This massive commitment marks a tenfold increase from the $10-$15 billion the c…
South Korea Is Crushing The Nasdaq 100 By Widest Margin Since 2001
If you thought the AI trade was a U.S.-only story, the numbers say think again. South Korean equities are outpacing U.S. tech by the widest margin in 25 years. The iShares South Korea ETF(NYSE:EWY) has outperformed the Nasdaq 100 by 85 per…
Taiwan overtakes India as world's fifth-largest stock market as TSMC surges
shih-wei Led by the explosive growth of TSMC (TSM [https://seekingalpha.com/symbol/TSM]), the world's largest semiconductor manufacturer, Taiwan has overtaken India to claim a larger total stock market valuation. The island’s market capita…
MoneyMasters Podcast 5-21-26- US-China Insights the NEW Balanced Portfolio
Explore the shifting landscape of global markets and international relations in this special double-length episode from the 2026 MoneyShow Masters Symposium Dallas. To get your FREE copy of the complete MoneyShow 2026 Top Picks Report, cli…
Trump’s Taiwan comments raise fears over future U.S. support
[U.S. President Trump Arrives In China] Alex Wong/Getty Images News Comments by President Donald Trump suggesting U.S. arms sales to Taiwan could be used as leverage in negotiations with China are fueling concerns in Taipei about Washingto…
3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities
Rather than trading in completely random patterns markets often move in rotations. Capital is constantly flowing across sectors, geographies, and asset classes, concentrating in areas where growth, narrative, and momentum align. The challe…
EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
Quick Read iShares MSCI Taiwan ETF (EWT) has gained 49% year-to-date with TSMC representing 21% of the fund and functioning as the cleanest proxy to Taiwan’s chip manufacturing ecosystem. iShares MSCI South Korea ETF (EWY) has surged 87% y…
Taiwan tests torpedoes on first homegrown submarine in defense push
Taiwan has conducted its first torpedo launch from a domestically built submarine, marking a significant step in its effort to bolster naval defenses and secure key shipping routes amid rising tensions with China. The test is part of Taipe…
Stock market today: Dow climbs 900 points, S&P 500 and Nasdaq rise as Iran says Strait of Hormuz 'completely open'
US stocks, already at record highs, ticked up further Friday morning after Iran said the Strait of Hormuz is open to commercial traffic, a major step in easing US-Iran war tensions. The S&P 500 (^GSPC) rose 1.2%, while the Nasdaq Composite…
Stock market today: Dow climbs 1,000 points, S&P 500 and Nasdaq surge as Iran says Strait of Hormuz 'completely open'
US stocks, already at record highs, ticked up further Friday morning after Iran said the Strait of Hormuz is open to commercial traffic, a major step in easing US-Iran war tensions. The S&P 500 (^GSPC) rose 1.4%, while the Nasdaq Composite…