TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks Yahoo Finance Video and Josh Lipton Wed, July 1, 2026 at 2:00 p.m. GMT+2 Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO). Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings
Credo Is Up 71% This Year and Wall Street Just Raised Its Targets Again