Technology ❯ Information Technology ❯ Semiconductors ❯ Broadcom Inc.

AI-related Semiconductor Growth

Columbia Threadneedle’s Q2 Tech Letter Credits AI Leaders for Outperformance, Cautions on Payments Laggards

The firm says returns topped the S&P Global 1200 Tech gauge as AI compute demand powered core holdings and company-specific issues weighed on select payment processors.