Amkor is a capable OSAT aligned with AI/5G/auto trends, but profit growth relies on scale, not structural margin expansion. Amkor's returns have hovered at or below its cost of capital, indicating ...
If you graph the history of economic growth, it looks a lot like a hockey stick laid on the ground with its blade sticking up. That is, economic growth was pretty flat for millennia, and then, around ...
I recommend the iShares Global Tech ETF with a "Buy" rating, driven by robust global AI and IT investment trends into 2026. IXN offers diversified technology exposure but is top-heavy, with 62% of ...
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. The market experienced ...
The smartphone and computer segment recorded RMB 27.185 billion in revenue, a 13.19% year-on-year increase. Lens Technology reinforced its dominance in metal frames and glass cover plates for ...
Accounting is changing fast. For decades, firms built their business by delivering accurate compliance work—maintaining the books, preparing returns and billing by the hour. But technology has changed ...
Columbia Threadneedle Investments, an investment management company, released its “Columbia Global Technology Growth Fund” third-quarter 2025 investor letter. Markets continued their upward journey in ...