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 Technology Stock Surges On AI Demand