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The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San…
Pre-Market Stock Futures: Futures are trading higher as we get set to end what has been one of the wildest…
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the…
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds…
Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered…
KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a…
Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios.…
Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market,…
Philippe Laffont built Coatue Management by spotting major technology shifts early and betting on them with size. His fund has…
Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing…
I’ve been watching the memory semiconductor cycle for years now, and I can’t stop thinking about a comment from a…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 9% in Wednesday morning trading, climbing from an opening price…
Applied Materials (NASDAQ: AMAT | AMAT Price Prediction), ASML (NASDAQ: ASML), KLA (NASDAQ: KLAC), and Lam Research (NASDAQ: LRCX) have…
With the Federal Reserve having cut rates from 4.5% to 3.75% over the past six months, the calculus for income…
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