Technology Articles

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,…

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…

All Technology Articles

8623 Articles

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…

Douglas A. McIntyre | Feb 11, 2026 at 9:18 AM EST

The Collapse Of America’s AI Bubble Is In China

There is no chance we are in an AI bubble, according to the heads of companies like Nvidia (NASDAQ: NVDA…

1 2 3 … 575

Technology Articles

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

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

All Technology Articles

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)

The Collapse Of America’s AI Bubble Is In China

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

SETM Is Up 27% YTD and 150% Over a Year. The S&P 500? Not Even Close.

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs

Trump Once Said He'd Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

SETM Is Up 27% YTD and 150% Over a Year. The S&P 500? Not Even Close.

Technology Articles

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

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

All Technology Articles

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)

The Collapse Of America’s AI Bubble Is In China

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

SETM Is Up 27% YTD and 150% Over a Year. The S&P 500? Not Even Close.

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

Our $500K AI Portfolio

Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs

Trump Once Said He'd Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.