Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s Insight with Haslinda Amin on July 3, Lim, who manages Asia ex-Japan equities, warned that the easy gains are likely behind investors: “The ... Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”

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Dow Jones Futures: Techs' Rise Signal AI Trend Isn't Over; Apple, Robinhood Flash Buy Signals

Yahoo2026.07.03

The stock market had strong weekly gains, but it didn't feel that way with Sandisk and other AI plays selling off Thursday.

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Airbus CEO 'not necessarily optimistic' on European defence cooperation - Reuters

Reuters2026.07.03

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