Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang made a $1 trillion forecast this March during the company’s GTC 2026 conference. During his keynote, Huang projected that cumulative demand for Nvidia’s…
Chip maker Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) reported its Q4 2025 results in January, while Broadcom (NASDAQ:AVGO) filed its Q1 FY2026 results in March. Both are riding the same…
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…
JPMorgan Dividend Leaders ETF (NYSEARCA:JDIV) launched in September 2024 with an appealing premise: a curated portfolio of global dividend leaders. The name implies income. The reality is a 1.59% yield at a…
It’s about time that shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) fell into a correction. While the price of admission is still on the steeper side of the historical range,…
Joey Frenette JPMorgan Dividend Leaders ETF (NYSEARCA:JDIV) JPMorgan Dividend Leaders ETF (JDIV) launched in September 2024 with a straightforward promise: give investors access to dividend-paying companies from around the world in a single, low-cost…
Most semiconductor ETFs spread exposure across the US, Netherlands, and South Korea. EWT takes a different approach, putting you squarely in Taiwan, the island manufacturing the chips powering AI servers, smartphones, and…
SOXL, the Direxion Daily Semiconductor Bull 3X ETF, surged an astonishing 11.6% on Monday. It was a good day for most stocks with the Dow closing up .5% and the S&P 500…
Summary: During a recent episode of The AI Investor Podcast, co-host Eric Bleeker cited Onto Innovation as a smart investment play in 2026. Onto is an American semiconductor company which was…
One of the biggest names in the AI world right now, Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just raised its annual dividend to at least TWD 23 per share in…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026. Recently,…
The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings…
Just three weeks after Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) delivered fourth-quarter results that beat estimates and reaffirmed the durability of AI demand, the world’s leading contract chip manufacturer reported…
Rich Duprey The Trump administration plans to exempt certain companies from upcoming tariffs on advanced semiconductors. The exemptions are tied to Taiwan Semiconductor Manufacturing Co.’s (NYSE: TSM | TSM Price Prediction) $165 billion investment…
Mega-cap tech is ready to raise the bar on its AI spending, and that’s really helped shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) come roaring back after a few sessions that saw…
Joey Frenette 
