Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured by Reuters in the article, “Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally”
“When you think about the fundamentals that are driving many of these companies, I think that there is still room to run,” said Ayako Yoshioka, senior investment strategist at Wealth Enhancement, whose firm’s holdings include AMD and Micron, although she said the group could be due for a pause.
Access the full article here: https://www.reuters.com/business/sizzling-semiconductor-trade-risk-cooling-stalling-us-stocks-rally-2026-05-13/
