Nearly every financial article you read will tell you the same thing. Over the long haul, almost nothing beats the S&P 500. The index has compounded at roughly 10% a year for…
As a smart investor, can you really cover all of your bases with just four exchange traded funds (ETFs)? The answer is yes, but only if you pick the right funds. There…
Holding All the Cards The U.S. and EU forged a transformative $1.7 trillion trade deal this morning that zeroes in on energy, autos, and technology, particularly advanced artificial intelligence (AI) semiconductors, to…
Owning the Means of Production The Trump administration’s push for a 10% equity stake in Intel (NASDAQ:INTC | INTC Price Prediction), leveraging $10.9 billion in CHIPS Act grants — $7.9 billion for…
Shining a Spotlight on Intel Intel (NASDAQ:INTC | INTC Price Prediction) has emerged from the shadows of its semiconductor rivals, capturing the attention of investors and policymakers alike. After years of struggling…
One of a Kind Opportunities Monopolies often carry a negative connotation, viewed as market-dominating giants that stifle competition and invite regulatory scrutiny. Governments worldwide, from the U.S. to the EU, have historically…
Government Stake in Intel Sparks Surge Reports yesterday that the Trump administration is exploring a potential equity stake in Intel (NASDAQ:INTC | INTC Price Prediction), a move that could significantly reshape U.S.…
A Long Slog Lower Once a darling of the AI boom, Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) was a standout performer in the stock market, riding the wave of demand…
Political Meddling Overshadows Strategic Win Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 2.2% in morning trading today after President Trump publicly called for CEO Lip-Bu Tan’s resignation, citing a “conflict…
Gaining an Investment Edge Living up to his reputation for unpredictability, President Trump surprised the market yesterday by announcing a staggering 100% tariff on imported semiconductors, a move aimed at bolstering U.S.…
Strong Quarter, Weak Outlook British semiconductor designer Arm Holdings (NASDAQ:ARM | ARM Price Prediction) delivered a solid fiscal 2026 first-quarter, posting revenue of $1.053 billion, up 12% year-over-year, marking its second straight…
In a historic milestone, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the first company to reach a staggering $4.3 trillion market valuation, eclipsing the second-largest company, Microsoft (NASDAQ:MSFT), by $500 billion…
In a recent episode of the AI Investor Podcast (embedded above), host Austin Smith and technology analyst Eric Bleeker discussed the implications of the Big Beautiful Bill on the tech industry, particularly regarding artificial…
Eric Bleeker Though we’ve only gotten a small glimpse of the second-quarter moves made by the smart money crowd, it’s looking like shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) are an early favorite…
Joey Frenette Ready for Takeoff The semiconductor industry is a high-stakes arena where innovation and execution dictate dominance. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) has just made a pivotal move that could…
