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 the emerging markets. “[It’s] where a lot of the big money can be made on the AI trade,” he told … Read more
Investors chasing Asia’s artificial intelligence rally may want to look beyond the region’s top-performing stock markets and consider Japan instead, according to Barclays. While South Korea and Taiwan have emerged as top beneficiaries of the AI-driven semiconductor boom, their equity markets have become increasingly concentrated in a handful of chipmakers, making them more vulnerable to … Read more
Traders work at the New York Stock Exchange on May 28, 2026. NYSE Assets in leveraged ETF nearly doubled over two months, as investors scrambled for maximum exposure to the artificial intelligence trend. “Investors increasingly use leveraged instruments linked to the ‘AI-trade’ – assets in leveraged ETFs linked to AI and Tech themes have surged, … Read more
Anthropic co-founder and CEO Dario Amodei speaks on an artificial intelligence panel during Inbound 2025 Powered by HubSpot at Moscone Center on in San Francisco, Sept. 4, 2025. Chance Yeh | Getty Images Entertainment | Getty Images Hello, this is Katie Foley writing to you from London. Welcome to today’s edition of the Daily Open … Read more
The new phase of “agentic AI” is driving demand for central processing units (CPUs) and computer memory hardware, and that’s resurrecting some older tech stocks that had taken a back seat for several years. Shares of Dell Technologies closed 33% higher on Friday, its best day ever , after it reported surging revenue growth. Intel … Read more
Nvidia CEO Jensen Huang introduces the RTX Spark laptop during his keynote speech at Computex 2026 in Taipei on June 1, 2026. I-hwa Cheng | Afp | Getty Images Nvidia has emerged as the world’s most valuable company by dominating the market for AI chips in the data center. Now the company is expanding its … Read more
A ship fires a weapon during drills east of Taiwan, in this screenshot from a video released by the Eastern Theatre Command of China’s People’s Liberation Army (PLA) on Dec. 29, 2025. Eastern Theatre Command | Via Reuters The U.S. Congress continues to have strong support for Taiwan even as it remains a focal point … Read more
U.S. President Donald Trump (C-L) speaks during a Cabinet meeting in the Cabinet Room of the White House on May 27, 2026 in Washington, DC. Win McNamee | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to today’s edition of the Daily Open newsletter. In some ways, we end the … Read more
Nvidia CEO Jensen Huang announced plans for a new campus in Taiwan during an employee meeting on May 27, 2026. Nvidia Nvidia is expanding heavily in Taiwan with a new campus and a tenfold increase in annual spending, CEO Jensen Huang announced Wednesday, as the chipmaker plans for artificial intelligence-powered growth. Taiwan’s Taiex stock index … Read more
The Wall Street bull stands in the financial district near the New York Stock Exchange on Nov. 18, 2025 in New York City. Spencer Platt | Getty Images A global reshuffling in stock-market hierarchy is underway, with artificial intelligence redrawing the pecking order of equity markets and propelling Taiwan and South Korea past several long-established … Read more