Shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) recently hit fresh, new all-time highs as the semiconductor trade heats up, while investors digest that outstanding quarterly earnings report. Of course, the…
Joey Frenette NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered the two most consequential earnings reports in AI hardware. NVIDIA closed fiscal 2026 with a 73.21% revenue surge, while…
When a fund advertises a yield above 50%, the number may not be wrong, it just isn’t telling the whole story. The YieldMax AMD Option Income Strategy ETF (NYSE:AMDY), the YieldMax PYPL…
WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) offers a 4% yield at a trailing P/E near 11x, less than half the S&P 500 multiple. The catch is where that yield originates. This…
Philippe Laffont built Coatue Management by spotting major technology shifts early and betting on them with size. His fund has consistently leaned into the biggest platform changes in tech, from cloud computing…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): “People are like, oh, the memory story is overplayed. Everyone gets…
International developed-market equities have outperformed US large caps through the first four months of 2026. The S&P 500 is up about 4.5% year to date, while three of the most widely held…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently appeared on the Dwarkesh Podcast and said something that stands out in an industry where supply shortages routinely trigger price spikes. “I…
“Once you can build one, you can build 10. And once you can build 10, you can build a million.” That is how NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) makes the chips inside nearly every advanced device on earth, from iPhones to AI accelerators. Its dominance is so complete that even competitors depend…
Onto Innovation (NYSE:ONTO | ONTO Price Prediction) stock just earned a strong endorsement from Stifel, which upgraded shares to Buy from Hold and raised its price target to $350 from $220. The…
AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has drawn attention from near-term investors below $200, while Taiwan Semiconductor Manufacturing (NYSE:TSM) has attracted multi-year holders below $500. Both anchor the AI infrastructure buildout but…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing growth in the chip industry. The backdrop is hard to ignore: Deloitte…
