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Two Sigma Investments, LP, a New York City-based hedge fund, is known for its advanced use of artificial intelligence, machine learning, and distributed computing in financial trading.
The VanEck Semiconductor ETF leverages top semiconductor stocks like NVIDIA and TSMC to capitalize on AI-driven growth. Read here for an analysis of SMH.
The recent AI model developed by DeepSeek has taken the world by surprise and triggered a rally in Chinese tech stocks. As of March 12th, Wind
Qraft Technologies' AI-managed ETF is doubling down on two Mag 7 names and adding a new one to its holdings.
Elliott Management had "at least $600 million in downside exposure" to Nvidia stock at the end of December, one analyst said.
So, TSMC presents a less volatile option than individual chip designers when it comes to investing in AI. At a valuation of just 23 times forward earnings estimates, it's an absolute bargain. TSMC is far from the only big company excluded from the S&P 500, but it's one of the most attractive large-cap stocks outside of the index right now.
This situation clearly reflects investors' concerns in an economic context destabilized by the arrival of a new competitor in the market.
We recently compiled a list of the Top 10 AI News and Ratings You Probably Missed. In this article, we are going to take a look at where Eaton Corporation plc (NYSE:ETN) stands against the other AI