Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials…
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…
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…
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…
I’ve been watching the memory semiconductor cycle for years now, and I can’t stop thinking about a comment from a market analyst this week. On a recent TV segment, the analyst argued…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 9% in Wednesday morning trading, climbing from an opening price of $337.84 to around $370. The bounce follows a brutal stretch in…
Applied Materials (NASDAQ: AMAT | AMAT Price Prediction), ASML (NASDAQ: ASML), KLA (NASDAQ: KLAC), and Lam Research (NASDAQ: LRCX) have all retreated sharply in recent weeks. So which one should a retirement-focused…
With the Federal Reserve having cut rates from 4.5% to 3.75% over the past six months, the calculus for income investors is shifting. Cash and money market yields are drifting lower, while…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares retreated as much as 5% in early Wednesday trading, extending a brutal week that had already seen the stock fall 14% from its recent…
Three tech ETFs. Three very different portfolios. FTEC, IGV, and XNTK each carry the “technology” label, but what they actually hold — and how they’ve performed — tells three distinct stories about…
Growth investing has had a choppy start to 2026. The major growth benchmarks are down in the low single digits year-to-date, and some of the biggest names in tech have pulled back…
Direxion Daily Semiconductor Bear 3X Shares (NYSEARCA:SOXS) has shed nearly 38% since the start of 2026, even as the semiconductor sector has climbed. That gap tells you almost everything about why holding…
Building a seven-figure portfolio from scratch requires one thing above almost everything else: time in the market, compounded through funds that systematically own the companies driving the economy forward. Growth ETFs are…
The S&P 500 is down 4.29% over the past month, and the VIX has climbed to 27.29. Two large-cap growth ETFs have held their ground in ways worth understanding as the selloff…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up roughly 6% Monday morning, extending a 7.3% surge on Friday that followed news of Micron Technology’s completed acquisition of a new Taiwan…
