Technology Articles

Dr. Robert Castellano | Jun 24, 2026 at 10:28 AM EDT

Why Investors Are Finally Separating Quantum Computing Winners From Losers

For much of the past two years, investors treated quantum computing as a single investment theme. Whether a company pursued…

Dr. Robert Castellano | Jun 2, 2026 at 5:27 PM EDT

ASML May Benefit More From the AI Memory War Than TSMC

ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable…

Dr. Robert Castellano | May 16, 2026 at 11:50 AM EDT

Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power

Introduction Artificial Intelligence (“AI”) and generative AI such as ChatGPT necessitate the need for substantial memory and storage capabilities for…

Dr. Robert Castellano | May 13, 2026 at 9:41 PM EDT

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips,…

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Dr. Robert Castellano | May 11, 2026 at 10:12 PM EDT

onsemi is Facing a Continued Slowdown in SiC and Greater Competition in CIS from Sony

Introduction In its Q1 2026 earnings call on May 5, 2026, onsemi (ON) reported financial results reflecting improving conditions following…

Dr. Robert Castellano | May 8, 2026 at 4:08 PM EDT

Arm Is Quietly Becoming The CPU Backbone Of AI

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing…

Dr. Robert Castellano | May 6, 2026 at 11:09 AM EDT

AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology

Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging…

Dr. Robert Castellano | May 4, 2026 at 3:52 PM EDT

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a…

Dr. Robert Castellano | May 1, 2026 at 9:13 PM EDT

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market,…

Dr. Robert Castellano | Apr 29, 2026 at 6:33 PM EDT

AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply

Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced…

Lee Jackson | Mar 12, 2026 at 8:10 AM EDT

Risk-Savvy Investors Love 4 Passive Income Kings Yielding 10% and More

Investors love ultra-high-yield dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.…

Eric Bleeker | Mar 8, 2026 at 8:15 PM EDT

Surging Oil Prices Threaten NVIDIA, Amazon, and Meta

Oil futures have rocketed past $100 per barrel tonight, and Wall Street is already flinching. Nasdaq futures are down more…

Douglas A. McIntyre | Feb 26, 2026 at 8:12 AM EST

Will Regulating AI Cripple AI Stocks?

No matter how transformative AI is, the sector faces two main challenges to its growth in the US. Both are…

Douglas A. McIntyre | Feb 25, 2026 at 8:23 AM EST

Amazon Shares Crash This Year

We are less than two months into the year, and Amazon’s (NASDAQ: AMZN | AMZN Price Prediction) stock is in…

Joel South | Feb 13, 2026 at 7:20 AM EST

AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Feb 13)

Here is a close look at AppLovin stock, including where the shares of the tech company could be headed through…

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Technology Articles

Why Investors Are Finally Separating Quantum Computing Winners From Losers

ASML May Benefit More From the AI Memory War Than TSMC

Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

All Technology Articles

onsemi is Facing a Continued Slowdown in SiC and Greater Competition in CIS from Sony

Arm Is Quietly Becoming The CPU Backbone Of AI

AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply

Risk-Savvy Investors Love 4 Passive Income Kings Yielding 10% and More

Surging Oil Prices Threaten NVIDIA, Amazon, and Meta

Will Regulating AI Cripple AI Stocks?

Amazon Shares Crash This Year

AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Feb 13)

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Want $1,500 a Month in Rent Without a Single 2 a.m. Phone Call? These 3 ETFs Pay You Like a Landlord

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors

This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Technology Articles

Why Investors Are Finally Separating Quantum Computing Winners From Losers

ASML May Benefit More From the AI Memory War Than TSMC

Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

All Technology Articles

onsemi is Facing a Continued Slowdown in SiC and Greater Competition in CIS from Sony

Arm Is Quietly Becoming The CPU Backbone Of AI

AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply

Risk-Savvy Investors Love 4 Passive Income Kings Yielding 10% and More

Surging Oil Prices Threaten NVIDIA, Amazon, and Meta

Will Regulating AI Cripple AI Stocks?

Amazon Shares Crash This Year

AppLovin (NASDAQ: APP) Stock Price Prediction and Forecast 2026-2030 (Feb 13)

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Want $1,500 a Month in Rent Without a Single 2 a.m. Phone Call? These 3 ETFs Pay You Like a Landlord

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Our $500K AI Portfolio

AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors