Avantis Emerging Markets Equity ETF

Alibaba's Joe Tsai and Eddie Wu Letter: AI Business Enters Commercialization, Projecting 30 Billion Annual Revenue

Northbridge and others increase TSM holdings, executives trade shares, analysts raise target price to $404

Alibaba Cloud Announces Full Openness of Bailian Platform, Integrating Multiple Large Models Including GLM-5.1

Fairtree Cuts Alibaba Stake by 57.7%, Other Investors Increase Holdings

Greenwoods Cuts TSMC Stake by 31.6% as Analysts Remain Optimistic

Berbice Capital Management LLC Increases Stake in TSMC by 28.8%

Alibaba Cloud Opens Bailian Platform and Launches New Models with Moonshot and Minimax

Alibaba Dissolves Miaoya AI App Team, Focuses on E-commerce AI Strategy

TSMC's advanced packaging process complexity increases, with institutions optimistic about the positive impact on the industry chain.

Alibaba Cloud Launches Qwen Cloud AI Agent Service Model

Alibaba Cloud Unveils New AI Model Qwen3.7-Max and AI Chip Zhenwu M890

Taobao Tmall Launches 2026 Hong Kong 618, Introduces Next-Day Delivery and Return Services

Alibaba Cloud Launches Qwen3.7-MaX with Significant Performance Boosts

Fliggy Launches Hotel Merchant AI Assistant, Over 110k Hotels Join with 70% Efficiency Boost

Alibaba Cloud Launches 'Qwen Cloud', a New Service Platform Designed for AI Agents

Alibaba Unveils 128-GPU AI Server Based on Zhenwu M890

National subsidies increase for Tmall 618, adding 22 new categories

Alibaba Cloud Launches Next-Gen AI Chip Zhenwu M890

TSMC Advances 310x310mm Panel-Level Packaging and Evaluates Glass Integration

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Micware

Vida Global

BiomX

MicroAlgo

MetaVia

Quantum Cyber NV

INDH

IEMG

DFEV

EVLU

EMGF

SPEM

AVEM

SCHE

EDIV

AVES

INDA

The Indian rupee fell 0.2% to 95.94, nearing its record low, as oil prices remained above $100 per barrel. State-run banks' dollar sales provided some support. Brent oil prices rose to $107 per barrel amid U.S.-Iran tensions. India's petrol and diesel prices increased for the first time in four years. Economists expect further measures to encourage foreign capital inflows, while interest rate swaps indicate potential rate hikes over the next year.

Yahoo Finance

Occidental Petroleum

WisdomTree India Hedged Equity

Us Brent Oil

SPDR O&G Equip

iShares Core MSCI EM

Dimensional Emerging Markets Value ETF

iShares MSCI Emerging Mkts Val Fac ETF

Invesco India ETF

Wisdomtree EM High Dividend Fund

SPDR Energy Select

ISHRS S&P Glb Engy

VG Energy

iShares Emerging Markets Equity Factor ETF

SPDR Em Mkt

iShares US Oil Equip & Svcs

United States Oil Fund LP

VanEck Oil Refiners ETF

SPDR O&G Ex & Prd

Schw Em Mkt

SPDR S&P Em Mkt Dvd

Avantis Emerging Markets Value ETF

VanEck Oil Services ETF

iShares MSCI Em

ISHRS MSCI India

iShares MSCI EM Ex-China

iShares India 50

iShares US Oil & Gas Expl & Prod

VG Em Mkts

Pro Ultr Bloomberg Crude Oil

Barclays

Oil price strain keeps rupee near record low, state banks' dollar sales cushion

Carnegie India’s Vrinda Sahai discusses India’s role within BRICS, the importance of India-Russia energy ties, and why the bloc is focused more on economic resilience than challenging the U.S. dollar dominance.

India’s BRICS balancing act: Iran & Russia's foreign ministers arrive in New Delhi

BABA

SOXX

SOXL

Peter Brandt praised Aksel Kibar's bullish outlook on the iShares MSCI Emerging Markets ETF (EEM), which has outperformed the U.S. market. EEM's chart indicates strong upward momentum, with a notable winning streak. The ETF, heavily invested in Taiwan Semiconductor, Alibaba, and SK Hynix, has seen significant gains, driven by demand for AI-related stocks. EEM has $29.8 billion in assets and a 0.72% expense ratio. It has delivered impressive returns, leading its peers and benefiting from a favorable market environment for emerging markets.

- Futures market trader Peter L. Brandt praised technical analyst Aksel Kibar for his bullish outlook on the iShares MSCI Emerging Markets ETF (NYSE:EEM), which has outperformed the U.S. market index.  
- The EEM, with assets under management of $29.8 billion, has seen significant gains, including a record high of $67.96 and cumulative annual returns of 105.1% over the past decade.  
- Recent trends indicate a shift in investor sentiment toward emerging markets, driven by a weaker U.S. dollar and heightened global risk appetite.

benzinga_article

Alibaba

iShares Semiconductor ETF

Leverage Shares 2X Long TSM Daily ETF

First Trust Nasdaq Food & Semicon

XL2CSOPHYNIX

BABA 2x Long Daily ETF - GraniteShares

SPDR S&P Semicon

KraneShares 2x Long BABA Daily ETF

GraniteShares 2x Long TSM Daily ETF

VanEck Semiconductor ETF

Global X E-commerce ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

Krne Csi China Internet

Taiwan Semiconductor

Samsung Electronics Co., Ltd. Sponsored GDR

Tencent

TENCENT

BABA-W

S&P 500

Samsung Electronics 

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

BABA-WR

Alibaba HK SDR 5to1

Peter Brandt Spotlights This ETF With Exposure To Taiwan Semiconductor, Alibaba And SK Hynix, Says It Is 'Headed Much Higher'

EEMA

Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.

ISHRS L Amer 40

BlackRock, Inc.

FIL Ltd.

iShares MSCI EM Market Asia

ISHRS MSCI Em S-Cap

Emerging market stocks are outperforming the S&P 500. How to play the rally.

The Asian Development Bank (ADB) has announced a $70 billion plan to enhance energy and digital infrastructure in Asia and the Pacific by 2035, with Southeast Asia being the primary beneficiary. The initiative includes a pan-Asia power grid and a digital highway to improve connectivity and lower costs. Countries like Indonesia, Vietnam, and the Philippines are expected to receive the largest share of funding due to their infrastructure needs. ADB aims to integrate 20 gigawatts of renewable energy and link 22,000 circuit-kilometers of transmission lines by 2035.

CNBC

SPDR S&P Em Asia

Aecom

Asian Development Bank's $70 billion energy and digital infra push puts Southeast Asia center stage

.SPX

Strong corporate earnings momentum has supported equity markets, with U.S. stocks reaching record levels, according to BlackRock. The S&P 500 saw its best month since 2020, driven by technology stocks and improved earnings expectations. Earnings growth is concentrated in large tech firms, which account for a significant portion of the index's market cap. BlackRock maintains a pro-risk stance, favoring U.S. and emerging market equities linked to AI growth, while cautioning about geopolitical risks and potential impacts on the economy from rising oil prices.

- Strong corporate earnings momentum has supported equity markets, with U.S. stocks reaching record levels as profits were revised upward.  
- The S&P 500 capped its best month since 2020 in April, rising approximately 10%, largely driven by mega-cap technology stocks and improving earnings expectations.  
- This increase reflects the growing confidence in corporate profitability among investors.

BlackRock

Global X Cloud Computing ETF

SPDR S&P Software

iShares Core S&P 500

VG S&P 500

Global X Funds Global X Artificial Intelligence & Tech ETF

ISHRS S&P Glb It

Franklin Exponential Data ETF

SPDR S&P 500

iShares Expanded Tech Software Sector ETF

iShares Future AI & Tech ETF

Proshares Big Data Refiners ETF

BlackRock Tech and Private Equity Term Trust

BLACKROCK MULTI-SECTOR INCOME TR COM USD0.001(S/R 09/09/2025) WI

Blackrock Enhanced Div Achievers Trust

BlackRock Science and Tech Term Trust

BlackRock Multi-Sector Income Trust

Earnings strength keeps markets risk-on as AI drives growth, BlackRock says

Emerging markets have reached record highs in 2026, with the MSCI Emerging Markets Index up 14%, outperforming the S&P 500. Key contributors include the AI boom and strong performances from South Korea and Taiwan's tech sectors. Brazil's market has risen 16% due to its oil production and lower dependence on Middle Eastern crude. Despite optimism from falling interest rates and political changes, risks such as volatility and reliance on AI trends persist. However, emerging-market stocks remain attractive due to lower earnings multiples compared to U.S. shares.

iShares MSCI Brazil

ISHRS MSCI S Korea Capped

E Fund Itausa Bovespa ETF(QDII)

ChinaAMC Bradesco Bovespa ETF(QDII)

Emerging markets rally despite Middle East war, energy fears

Artificial intelligence and oil exports have buoyed shares from South Korea to Brazil.

Emerging-market stocks are powering past the war

Emerging market stocks and currencies fell on Thursday due to concerns over escalating tensions in Iran, rising oil prices, and a hawkish US Federal Reserve. Oil prices surged over 7%, reaching a four-year high, amid fears of supply disruptions. Despite the daily decline, MSCI's indexes are on track for their best monthly performance since November 2022. Regional markets showed mixed results, with South Korea and Taiwan achieving significant monthly gains. The Fed's decision to keep interest rates unchanged revealed divisions within the board, adding to market uncertainty.

Invezz

MSCI

Deutsche Bank AG

Thomson Reuters

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

EM stocks dip on Iran fears, eye best month since 2022

JPMorgan advises investors to continue buying the dip despite the S&P 500 reaching record highs. Strategists believe that the ongoing conflict in Iran presents a buying opportunity, as market reactions in 2026 will differ from previous years due to improving earnings momentum and a more favorable inflation outlook. They predict broader market leadership, with emerging markets potentially outperforming the U.S. Additionally, they maintain a positive stance on semiconductors and see potential growth in the Chinese economy, which could benefit European miners.

- JPMorgan strategists recommend that investors continue to buy the dip despite the S&P 500 reaching record highs, emphasizing the importance of market weakness in light of the ongoing conflict in Iran.  
- They note that current economic and political conditions differ significantly from previous corrections, highlighting better earnings momentum and a more favorable inflation outlook.  
- As a result, JPMorgan forecasts that international and emerging markets will outperform the U.S. market, with an expectation that market leadership will become more diversified, supporting value and small-cap stocks.

Dow Jones

Defiance Daily Target 2X Long JPM ETF

Spdr Select Tech

iShares MSCI China

Invesco Golden Dragon China

Financial Select Sector SPDR Fund

JPMorgan Chase

Bosera S&P 500 ETF

Guotai S&P 500 ETF(QDII)

Vanguard Total Intl Stock Index

Invesco PHLX Semiconductor ETF

Global X AI Semiconductor & Quantum ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

Direxion Semicon Bear 3X

SPDR World Strategic

Sumitomo Mitsui Trust Holdings, Inc.

Ossiam STOXX Europe 600 Equal Weight NR

Xtrackers STOXX EUROPE 600 OIL & GAS UCITS ETF Capitalisation 1C

First Trust STOXX EUROPE

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JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

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JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

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Why JPMorgan is telling investors to keep buying the dips even as market hits new highs

Avantis Emerging Markets Equity ETF(AVEM.US)