A 35-year-old institutional powerhouse just made its first move into the ETF market, betting that quality stock picking in developed markets abroad can justify a fee 23 times higher than its cheapest…
RSP is beating SPY for the first time in years, but two specific signals will determine whether equal-weight strategies keep their edge or surrender it back to the mega-caps before year end.
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date…
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a price level few analysts have publicly named within striking distance.
Washington is leaning hard on foreign chipmakers to build memory fabs on American soil, and the pressure is creating a narrow window for investors who know where to look in the semiconductor…
Cooler wholesale prices hit the tape just as chipmakers are flexing their earnings muscle, and the combination is reshaping how traders are thinking about the Fed, the AI trade, and what PayPal…
Every quarter, ASML quietly raises its guidance while the world obsesses over AI software stocks, and its latest earnings report hints at something much bigger brewing beneath the surface of the chip…
Rich Duprey Own ASML Holding (NASDAQ:ASML | ASML Price Prediction) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
Chip stocks just staged a vicious reversal that punished the shorts and rattled the bulls, and long-term investors now face a critical question: which semiconductor names actually deserve a spot in your…
Four mega-cap stocks with four-digit share prices and no split announcements in sight, but one operational metric for each name reveals exactly how close they actually are.
Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet…
European stocks are having their loudest year in a decade, and the Vanguard FTSE Europe ETF (NYSEARCA:VGK) is the vehicle most retail investors will consider. VGK trades around $90, up 18% over…
SK Hynix, the world’s second-largest memory-chip maker, is coming to the NASDAQ on Friday with the largest stock sale anyone has priced in years, and the chip complex is already pricing it…
Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist, went on Bloomberg on July 1, 2026 and pointed at a statistic most US-focused investors have missed: European equities have kept pace with the…
