We recently published 10 Stocks Wall Street is Watching Heading into October. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Wall Street is watching. Steve Weiss, chief investment officer and founder of Short Hills Capital Partners, said in a recent program on CNBC that he trimmed his position in Taiwan Semiconductor amid certain concerns. Here is what worries the analyst about the semiconductor company: “It’s still my largest position. It just gotten too big. I bought ...

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for shareholders. The strategy outperformed its benchmark during the quarter, driven by investment selection within Information Technology and Industrials. In ...