Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The…
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…
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…
“Once you can build one, you can build 10. And once you can build 10, you can build a million.” That is how NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the…
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…
The semiconductor equipment business keeps humming along the AI boom, where every new data center and accelerator chip demands ever-more-precise tools to shrink transistors. Demand for cutting-edge processors shows no slowdown, yet…
Rich Duprey Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are…
Live Updates AI Spending Spree12:55pm ETOpenAI and Anthropic are both projected to dramatically ramp up model training spending through the end of the decade, with OpenAI alone expecting to direct $121 billion…
AI chip demand keeps climbing, but chipmakers hit a brick wall without the right tools to crank out the next generation of processors. Only one company’s machines can unlock it: ASML Holding‘s(NASDAQ:ASML…
Rich Duprey Live Updates Market Gains Hold12:50pm ETThe markets are holding onto their gains across the major indices: Dow Jones Industrial Average: 46,752 Up 0.89% Nasdaq: 21,964 Up 1.73% S&P 500 6,602 Up 1.13%…
ASML Holding (NASDAQ:ASML | ASML Price Prediction) reports Q1 2026 results on April 15 before the market opens. As the world’s sole manufacturer of extreme ultraviolet lithography equipment, every quarterly print carries…
Rich Duprey 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…
For as long as most of us can remember, the conversation around international diversification went roughly the same way. Advisors would recommend it while investors nodded approval, and then everyone kept their…
