The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem becomes highly complex because…
Stanley Druckenmiller's Duquesne Family Office sold its entire 385,000-share position in Alphabet (NASDAQ:GOOGL) during the first quarter of 2026, redeploying capital into three memory and storage plays: SanDisk (NASDAQ:SNDK), Micron Technology (NASDAQ:MU),…
David Tepper of Appaloosa Management is already a big name in the hedge fund world. What makes Tepper stand head and shoulders above the crowd at a time like this, though, is…
The Roundhill Memory ETF (CBOE:DRAM) is the kind of fund that arrives with a thesis already pricing in. Launched on April 2, 2026, DRAM has run from $28 at inception to $49,…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 6% in midday trading on Tuesday, leading the memory complex higher after a brutal week. SanDisk (NASDAQ:SNDK) is climbing 4%, while…
The Roundhill Memory ETF (CBOE:DRAM) opened for trading on April 2, 2026 as the first U.S.-listed ETF dedicated purely to memory chip manufacturers, arriving as memory contract prices were already accelerating. DRAM…
President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more…
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco…
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just…
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick…
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six weeks it has returned 96%. Investors own DRAM for clean exposure…
Meta’s (NASDAQ:META | META Price Prediction) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our…
JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of…
The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week's action around a single dominant theme on the…
