Technology
702 Articles
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…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares retreated as much as 5% in early Wednesday trading, extending a brutal…
Three tech ETFs. Three very different portfolios. FTEC, IGV, and XNTK each carry the “technology” label, but what they actually…
Growth investing has had a choppy start to 2026. The major growth benchmarks are down in the low single digits…
Direxion Daily Semiconductor Bear 3X Shares (NYSEARCA:SOXS) has shed nearly 38% since the start of 2026, even as the semiconductor…
Building a seven-figure portfolio from scratch requires one thing above almost everything else: time in the market, compounded through funds…
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