Technology Articles

Dr. Robert Castellano | Jul 17, 2026 at 10:44 AM EDT

Micron Technology: Record DRAM Pricing Meets A Stock In Retreat

Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets…

Dr. Robert Castellano | Jul 9, 2026 at 10:30 AM EDT

South Korea’s $576 Billion AI Bet Shows Why Vertiv Is More Than a Cooling Company

Artificial intelligence stocks often move on earnings reports, product launches, or analyst upgrades. Vertiv Holdings (NYSE: VRT | VRT Price…

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…

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8626 Articles

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…

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…

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Technology Articles

Micron Technology: Record DRAM Pricing Meets A Stock In Retreat

South Korea’s $576 Billion AI Bet Shows Why Vertiv Is More Than a Cooling Company

Why Investors Are Finally Separating Quantum Computing Winners From Losers

ASML May Benefit More From the AI Memory War Than TSMC

All Technology Articles

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

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?

Dave Ramsey: “You’re Spending Like You’re in Congress.” 19-Year-Old Makes $11K/Mo but Has $58K in Debt

The Newest Income ETFs ‘Target’ Fixed Payouts of 12 to 20 Percent a Year. Here’s How That Actually Works

New for 2026: Earn Over $150,000 and Your 401(k) Catch-Up Money Now Goes In as Roth, Whether You Like It or Not.

SpaceX is Planning to Spend Up to $500 Billion on Data Centers. Here's Why Elon Musk is Pushing All-In

Social Media Went Negative on Memory Stocks like SanDisk & Micron Last Weekend. Then They Rallied.

The Screening Mammogram Is Free. The Callback for a ‘Second Look’ Bills Like Any Other Procedure.

Dave Ramsey: “You’re Spending Like You’re in Congress.” 19-Year-Old Makes $11K/Mo but Has $58K in Debt

Technology Articles

Micron Technology: Record DRAM Pricing Meets A Stock In Retreat

South Korea’s $576 Billion AI Bet Shows Why Vertiv Is More Than a Cooling Company

Why Investors Are Finally Separating Quantum Computing Winners From Losers

ASML May Benefit More From the AI Memory War Than TSMC

All Technology Articles

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

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?

Dave Ramsey: “You’re Spending Like You’re in Congress.” 19-Year-Old Makes $11K/Mo but Has $58K in Debt

The Newest Income ETFs ‘Target’ Fixed Payouts of 12 to 20 Percent a Year. Here’s How That Actually Works

New for 2026: Earn Over $150,000 and Your 401(k) Catch-Up Money Now Goes In as Roth, Whether You Like It or Not.

Our $500K AI Portfolio

SpaceX is Planning to Spend Up to $500 Billion on Data Centers. Here's Why Elon Musk is Pushing All-In

Social Media Went Negative on Memory Stocks like SanDisk & Micron Last Weekend. Then They Rallied.