About a fifth of revenue coming from emerging market companies is linked to AI and 40% of labor costs, or roughly 5% of total operating costs, are exposed to AI automation, according to Pinder.
Source: https://www.barrons.com/articles/china-gulf-emerging-ai-754b…
Taiwan Semiconductor is an industrial giant benefiting from the AI revolution. Rocket Lab is a risky but high-growth disruptor in the space economy.
The FOMC held the line on the federal funds rate this week, the first pause after three straight reductions. The Fed is not expected to lower rates again until June, at least according to one survey.
Lumentum and Coherent have market caps of more than $40 billion, well above the threshold for S&P 500 inclusion.
