PCEM news

Polen Capital Emerging Markets ex-China Growth

Stories about this fund's companies, ranked by fund weight and recency. Times are local.

The Motley Fool · 28 Oct 2026, 23:00 UTC
2 Millionaire-Maker Custom Silicon Stocks Powering the AI Infrastructure Supercycle
11.4% of PCEM
Investing.com · 28 Oct 2026, 14:28 UTC
Taiwan Semiconductor Flexes Pricing Power on AI's Frontline
11.4% of PCEM
Firstpost · 28 Oct 2026, 13:59 UTC
Apple supplier warns of memory price hikes through 2030 as AI demand drives costs
11.4% of PCEM
MoneyControl · 28 Oct 2026, 11:44 UTC
From the Engine Room to the Brain- Moneycontrol.com
11.4% of PCEM
Where to buy PCEM
- [Broker A]Visit ↗
- [Broker B]Visit ↗
[Affiliate and risk wording from the law firm]
Business Standard · 28 Oct 2026, 10:37 UTC
After memory, AI drives up chip costs: Will phones and laptops get pricier?
11.4% of PCEM
The Motley Fool · 28 Oct 2026, 08:10 UTC
Nvidia vs TSMC: Here's Which One May Be the Biggest AI Winner.
11.4% of PCEM
Where to buy PCEM
- [Broker A]Visit ↗
- [Broker B]Visit ↗
[Affiliate and risk wording from the law firm]
Financial Post · 28 Oct 2026, 00:00 UTC
Semiconductor Equipment Market Outlook: How AI Demand Is Driving Test, Packaging and Inspection Growth
11.4% of PCEM
Seeking Alpha · 27 Oct 2026, 19:35 UTC
TSMC: The Toll Road Of The AI Economy Is On Sale (NYSE:TSM) | Seeking Alpha
11.4% of PCEM
Seeking Alpha · 27 Oct 2026, 17:09 UTC
Musk's Neocloud Warning Makes SOXX A Better Buy Than Nvidia, And SMH (NASDAQ:SOXX) | Seeking Alpha
11.4% of PCEM
Seeking Alpha · 27 Oct 2026, 15:06 UTC
Why TSMC's Q3 2026 Results Highlights Pitfalls In The AI Hype (NYSE:TSM) | Seeking Alpha
11.4% of PCEM
24/7 Wall St. · 27 Oct 2026, 12:45 UTC
The Last Month Exposed The Risk Narrative Between Nvidia Vs.Taiwan Semiconductor
11.4% of PCEM
24/7 Wall St. · 27 Oct 2026, 12:00 UTC
These AI Chip Stocks May Be Just Getting Started
11.4% of PCEM
24/7 Wall St. · 27 Oct 2026, 11:15 UTC
Amkor Technology Halved Over The Last 6 Months: Two Chip Analysts Say 145% Returns Await Those Who Buy Now
11.4% of PCEM
Firstpost · 27 Oct 2026, 09:03 UTC
AI's Taiwan problem: Why Anthropic is worried about its chip supply
11.4% of PCEM
The Motley Fool · 27 Oct 2026, 08:30 UTC
Broadcom vs. Taiwan Semiconductor: Two AI Powerhouses, One Surprising Revenue Trend
11.4% of PCEM
Yahoo! Finance · 27 Oct 2026, 07:00 UTC
Bull of the Day: Taiwan Semiconductor Manufacturing Company (TSM)
11.4% of PCEM
Economic Times · 28 Oct 2026, 04:54 UTC
Global Market: South Korean shares surge 6% as SK Hynix earnings fuel AI chip rally
5.7% of PCEM
newKerala.com · 27 Oct 2026, 04:22 UTC
Anthropic flags TSMC supply risk to AI chip access
11.4% of PCEM
LatestLY · 27 Oct 2026, 04:18 UTC
Business News | Anthropic Warns TSMC Disruptions Could Hit AI Chip Supply, Threaten Business
11.4% of PCEM
Asian News International (ANI) · 27 Oct 2026, 04:01 UTC
Anthropic warns TSMC disruptions could hit AI chip supply, threaten business
11.4% of PCEM