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Stock impact report

American Century Focused International Growth Fund Q4 2025 Commentary [Seeking Alpha]

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) 
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm Check Earnings Report
Company Research Source: Seeking Alpha
Taiwan Semiconductor Manufacturing shares declined on uncertainty about potential semiconductor tariffs and trade restrictions. We initiated a position in Societe Generale as we believe its net interest income is poised to inflect. Andrii Dodonov/iStock via Getty Images Goal and Strategy Long-term capital growth by investing primarily in large companies in developed countries outside the U.S. Portfolio Management Team Start Date Start Date Name Industry Company Rajesh Gandhi, CFA This article was written by Quick Insights Underweights in consumer discretionary (notably Alibaba) and health care (Novo Nordisk, CSL) detracted, while utilities (Iberdrola) contributed positively to relative returns. AFCNX expects TSM to benefit from semiconductor demand, SAP from AI-driven cloud growth, and AstraZeneca from new drug launches in lung cancer and obesity. AFCNX initiated Societe Generale for inflecting net interest income, added Alibaba for AI potential, and e Show less Read more
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