Where investors may find the next 'big wave' for AI trade

Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, tackles the AI boom.

CNBC • 8 hours ago

$10,000 in Taiwan's ETF Became $16,178 in Five Months While the S&P 500 Limped to $11,093

A $10,000 stake in the iShares MSCI Taiwan ETF (NYSEARCA:EWT) on the last trading day of 2025 was worth about $16,178 five months later, after the fund rose from about $64 to $103 between December 31, 2025 and May 29, 2026.

24/7 Wall Street • 6 hours ago

Taiwan beefs up anti-ship missile arsenal to counter threat of Chinese invasion

Taiwan will sharply increase its arsenal of powerful anti-ship missiles to more than 1,800 by early 2029, as it seeks to enhance its capacity to counter a mounting threat of blockade or invasion by China, according to a Reuters calculation.

Reuters • Jun 4, 2026

Look to State Street, Invesco, VanEck for Top-Performing ETFs in 2026

The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets, next-generation semiconductor technology, and localized international equity plays. For advisors assessing portfolio allocations heading into the second half of the year, these performance figures highlight a sustained risk-on appetite among investors.

ETF Trends • a day ago

Nvidia's AI PC Chip Unveiling Spotlights 3 Stock Beneficiaries And Structural Risk For Intel

Nvidia Corporation (NASDAQ:NVDA) just made its boldest move in consumer hardware in over a decade. At Computex 2026 in Taipei on June 1, CEO Jensen Huang unveiled the RTX Spark Superchip, a new system-on-chip built to power Windows laptops and desktops.

Benzinga • Jun 1, 2026

At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage

At Taiwan's annual Computex trade show next week, the spotlight ​is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role ‌in AI infrastructure.

Reuters • May 29, 2026

EWT: AI Revolution Meets The Geopolitical Shadow And Stretched Valuation

The iShares MSCI Taiwan ETF offers concentrated exposure to Taiwan's booming technology sector, with TSMC as its dominant holding. EWT is strategically positioned at the center of the global AI infrastructure surge, benefiting from hyperscaler capex and robust semiconductor demand. Despite stellar recent performance and strong macro tailwinds, EWT now trades at a significant valuation premium (25.25x P/E vs. 10-year average of 15x).

Seeking Alpha • May 28, 2026

Taiwan tracks second Chinese 'combat' patrol in a week, sends ships and jets to monitor

Taiwan sent ships and fighter jets to monitor the second Chinese "joint combat readiness patrol" in a week near the island, as ​Taipei steps up its guard over Beijing's activities.

Reuters • May 25, 2026

Are Asia small caps overlooked winners in regional equity markets in 2026?

Asia's smaller companies have delivered stronger returns than the region's large-cap stocks over the past five years, while also offering lower volatility and broader sector exposure, according to HSBC Asset Management. The firm said Asia small-cap stocks outperformed their large-cap counterparts by nearly 3% annualised at the index level over the period.

Invezz • May 25, 2026

Europe Remains Critical To Our Defense And To Securing The Free World

Contrary to what some Trump officials believe, Europe remains critical to our defense and, indeed, to securing the Free World. Therefore, the sudden, unexpected cancellation of a U.S. Army armor brigade's deployment in Poland raises a deeply disturbing question: Is Washington retreating from Europe?

Forbes • May 20, 2026