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AI Angst in US Stocks Sends Global Money Chasing Asia’s Winners
The MSCI Asia Pacific Index has risen more than 12% in 2026, in contrast to losses in US benchmarks as shares were sold off on fears that AI models may threaten the business of software, legal and real estate service providers. The divergence underscores global funds’ shift of preference from AI pioneers burdened by massive spending toward hardware producers with strong pricing power, many of whom are in Asia. Surging memory chip prices have been a boon for the region’s heavyweights such as Samsung Electronics Co., while Taiwan Semiconductor Manufacturing Co.’s irreplaceable role as the world’s leading contract chipmaker has provided support for Taiwanese stocks. Feb 13, 2026 - $INFY
Oil and Gas Firms in Americas use AI to Modernize Operations
STAMFORD, Conn., February 12, 2026--Oil and gas firms in the Americas are accelerating adoption of digital platforms, AI-enabled operations and decarbonization technologies, ISG says. Feb 12, 2026 - $INFY
Here’s What Boosted Infosys Limited (INFY) in Q4
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded here. The fourth quarter of 2025 marked strong divergence from the market. Market leadership by AI beneficiaries and revival of cyclical sectors dominated the market, while quality growth strategies faced […] Feb 12, 2026 - $INFY
This Emerging Markets ETF Charges Just 0.07% and Ran Way Past The S&P 500
SPEM has delivered a 32% gain over the past year, outpacing the S&P 500’s 16% return by a wide margin. This outperformance stems from the fund’s exposure to recovering emerging market economies where growth rates exceed developed markets, particularly in Asia and Latin America where consumer spending and infrastructure investment are accelerating. SPDR Portfolio Emerging ... This Emerging Markets ETF Charges Just 0.07% and Ran Way Past The S&P 500 Feb 11, 2026 - $INFY
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