छवि: Morningstar7 Charts on Q2 Markets Highlights: The Big AI Rally Gets Even Bigger
• AI-driven indexes achieved some of their best quarters on record during Q2, fueled by a massive rally in hardware and semiconductor stocks. • Key gains were seen in Taiwan and South Korea, with Samsung surging 436% and SK Hynix climbing nearly 230% as the "picks-and-shovels" trade intensified. • The surge is driven by sustained, high capital expenditure spending from major AI labs and hyperscalers, indicating no immediate slowdown in infrastructure investment.
morningstar.com
