
Semiconductor investors tracking the global AI infrastructure buildout have lately wondered whether corporate spending can sustain its recent trajectory.

For investors who favor exchange-traded funds (ETFs), the market has never been more dynamic. Not only do ETFs now outnumber individual stocks, but the sheer versatility of today's funds allows invest
iShares Large Cap Core Active ETF has outperformed peers and indices since late 2023, delivering a 105% price return and maintaining strong momentum. BLCR's strategy targets fundamentally sound, high-

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It's time to stash away your summer gear. An active corporate event stretch is upon us.

Founder, CEO, and tireless Nvidia hype man Jensen Huang told attendees at the Goldman Sachs Communicopia + Technology conference on Thursday why his company's AI domination — and revenues — will conti

When investors consider the physical infrastructure powering artificial intelligence (AI) expansion, semiconductor silicon and power utilities capture most of the attention. Advanced computing cluster
We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual

AI-driven IPO and capital markets activity in 2026 mirrors the late-stage exuberance of the 1999 Internet Boom and 2021 SPAC surge. Coreweave (CRWV) kicked off the recent IPO wave, raising $1.5B despi
On September 8, two SanDisk (NASDAQ: SNDK) stock insiders disclosed dumping nearly $12 million worth of equity since the month started, for a massive increase relative to every other month since 2026
Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.

Post-Labor Day vol heats up, with Treasury yields, crude oil, and agricultural commodities steering the S&P 500. Apple's iPhone 18 event takes center stage this week, while NVIDIA and other semiconduc
Q3 earnings reporting, which kicks off in October, looks set to be another solid season for the market. While factors including geopolitics, oil, inflation, and the FOMC point to volatility, earnings
Nvidia (NVDA) CEO asserts AI has reached general intelligence, highlighting rapid model evolution and the income-generating potential of NVDA compute infrastructure. Intel (INTC) receives an upgrade t
Nvidia Corporation delivered a strong Q2 FY27, with 106% y/y revenue growth and broadening demand beyond hyperscalers, reducing concentration risk. Management's supply-constrained FY28 outlook—guiding

The winds have shifted back in favor of AI consumption plays over AI construction proxies. This ETF could be the tell on the bull market.

Finbold's machine learning algorithm predicted that, after an overall substantial rally in 2026 but also a significant decline since late June, Advanced Micro Devices (NASDAQ: AMD) stock is likely to

Wistron shares fall Tuesday following its $1.5 billion global share sale announcement The Taiwanese tech giant is raising funds for the procurement of raw materials

Nvidia (NVDA) delivered a Q2 FY2027 revenue blowout and guided for 70% FY2028 growth, yet shares showed muted reaction, reflecting mega cap-like behavior. I maintain a Hold rating on NVDA due to unpr

Nvidia is evolving into a full-stack AI computing platform, leveraging its CUDA ecosystem and strategic acquisitions like Hugging Face. I initiate a Buy rating on NVDA, citing strong growth, competiti