The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF…
Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered by rising oil prices, a report that Iran attacked the UAE, and…
KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells…
Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?”…
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…
