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Taiwan Semiconductor Manufacturing Co Ltd

Here are Wall Street’s top semiconductor stock picks for 2024

by Walter Watson
Here are Wall Street’s top semiconductor stock picks for 2024

Semiconductor stocks had a good year in 2023, bouncing back from the post-pandemic underperformance of 2022. The PHLX Semiconductor index (Sox) index surged 65% in 2023, well outpacing the S …

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Goldman reveals four tech stocks on its conviction list

by Walter Watson
Goldman reveals four tech stocks on its conviction list

Many investors have been bullish on technology stocks over the past few months, and Goldman Sachs is no exception. In a Jan. 8 note, the investment bank highlighted opportunities in …

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Taiwan’s strength in semiconductors could be its ‘Achilles heel,’ economist says

by Walter Watson
Here are Wall Street’s top semiconductor stock picks for 2024

Taiwan should plan to diversify its economy away from semiconductors, given the risk that China might develop the capacity to make its own chips, Paul Cavey, an economist at East …

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TSMC posts flat fourth-quarter revenue but beats expectations

by Ron Morgan
TSMC posts flat fourth-quarter revenue but beats expectations

Taiwan Semiconductor Manufacturing Company, Limited at Hsinchu Science Park. Annabelle Chih | Getty Images News | Getty Images Taiwan chipmaker TSMC reported a largely flat fourth-quarter revenue on Wednesday, but that still beat both the …

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Shares of Apple suppliers fall after Barclays downgrades iPhone maker

by Walter Watson
Shares of Apple suppliers fall after Barclays downgrades iPhone maker

CUPERTINO, CALIFORNIA – SEPTEMBER 12: The new iPhone 15 Pro is displayed during an Apple event at the Steve Jobs Theater at Apple Park on September 12, 2023 in Cupertino, …

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It’s a big election year around the world. Here’s where the pros are watching

by Walter Watson
It’s a big election year around the world. Here’s where the pros are watching

2024 is set to be a major election year, with over 75 countries heading to the polls. The Economist Intelligence Unit says that more than four billion people — or …

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Tech stocks dominated 2023 investing. Here’s where the sector finds growth in 2024

by Walter Watson
Tech stocks dominated 2023 investing. Here’s where the sector finds growth in 2024

After 2023’s blowout run, it’s hard to recall the once gloomy investing setup for technology stocks last December. Yes, it was only a year ago that once high-flying technology behemoths …

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China ‘remains unloved’ among Asia’s fund managers

by Walter Watson
China ‘remains unloved’ among Asia’s fund managers

The Bank of America released its latest Asia fund manager survey, revealing the most and least favored markets in the region for 2024 — and named one sector “at the …

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Who had it good — and who had it bad — in 2023

by Walter Watson
Who had it good — and who had it bad — in 2023

Curtis S. Chin, a former U.S. ambassador to the Asian Development Bank, is managing director of advisory firm RiverPeak Group. Jose B. Collazo is an analyst focusing on the Indo-Pacific …

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Morgan Stanley prefers ‘boring’ non-AI tech stocks for 2024. Here are its top global picks

by Walter Watson
Morgan Stanley prefers ‘boring’ non-AI tech stocks for 2024. Here are its top global picks

Non-artificial intelligence tech stocks that have struggled in 2023 have significant upside potential in 2024, according to Morgan Stanley. The investment bank’s tech analysts say that while AI and cloud …

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