TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks

Raymond James Investment Management chief market strategist Matt Orton named Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO) as top tech stock picks, calling TSMC AI's 'quintessential trendsetter'.

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