AI-Fueled $126 Billion Debt Binge Ends Taiwan's Cheap Money Era — Taiwan's cheap-money era has ended as banks ration credit and raise rates, driven by a $126 billion debt binge fueled by AI demand. This has created a liquidity crunch, squeezing lending to non-tech firms and rippling ac (Bloomberg Business, 2026-09-29)
Two stock picks from a money manager who expects small-caps to roar in 2027 — Brandon Nelson of Calamos Investments recommends two small-cap financial technology stocks, Dave (DAVE) and Ethos Technologies (LIFE), citing an expected acceleration in small-cap earnings growth for 2027. While S&P 500 (Morningstar, 2026-09-29)
Two stock picks from a money manager who expects small-caps to roar in 2027 — Brandon Nelson of Calamos Investments recommends small-cap stocks for 2027, citing expected EPS growth of 49% for the Russell 2000 versus 15.1% for the S&P 500. He highlights two fintech picks: Dave (DAVE), a neobank wit (Morningstar, 2026-09-29)
TSMC Affiliate Plans Second Singapore Chip Plant in Asia Push — TSMC affiliate Vanguard International Semiconductor is considering a second chipmaking plant in Singapore through its joint venture VisionPower Semiconductor Manufacturing, which also involves NXP Semiconductors. The pot (Bloomberg Business, 2026-09-28)