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AI & Enterprise

Software and cloud seen poised for second-half rebound after lagging AI megacaps

Software, cloud and small- and mid-cap growth shares that were overshadowed by AI megacaps in the first half could rebound over the next six months, a strategist said. ETF Action co-founder Mike Akins urged increasing exposure to segments that lagged major AI names, citing eased valuation pressure and resilient growth outlooks. He also highlighted disruptive-technology themes, potential catch-up in the Magnificent Seven and improving relative performance in smaller-cap indexes.

Industry

TSMC, Samsung Electronics, SK Hynix share in MSCI emerging markets index tops 30 percent

TSMC, Samsung Electronics and SK Hynix account for more than 30 percent of the MSCI Emerging Markets Index, creating a structure in which emerging market returns are heavily influenced by a small group of semiconductor companies. As the AI chip rally cools, large asset managers are widening their focus to China and India as well as sectors such as consumer goods and energy. Korea’s market has been hit, while inflows to emerging market equity funds continue.

Crypto

Five factors Fidelity says could end the crypto bear market

With bitcoin trading around $60,000, Fidelity describes the current downturn as a typical “crypto winter” and set out five factors that could help end the bear market. It points to bitcoin’s four-year cycle and the post-halving supply cut, clearer U.S. regulation including the Clarity bill, and Federal Reserve policy as key drivers. Fidelity also cites new use cases such as RWA tokenisation, AI-related infrastructure and stablecoins, as well as renewed institutional adoption.