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Taiwan Overtakes China in MSCI Emerging Markets Index, Fueled by AI Sector Strength

For the first time in roughly two decades, Taiwan has surpassed mainland China as the largest country weighting in the MSCI Emerging Markets Index. The shift, driven by the outperformance of Taiwan's AI-focused tech giants, underscores the immense influence of benchmark providers on global capital allocation and spotlights a significant realignment within emerging markets.

Business

Intel Stock Surges 12% on Apple Foundry Talks and SoftBank AI Alliance

Intel shares rallied sharply this week as reports of potential manufacturing deals with Apple and a new AI memory collaboration with SoftBank's Saimemory division offset concerns over recent financial losses and a new shelf registration filing. The developments signal a strategic pivot toward becoming a full-scale foundry and AI infrastructure player.