A contrarian investor who accurately called the Japanese stock market peak, the dot-com bubble and the 2008 housing market collapse…
Browsing: Markets & Investments
I/O Fund lead tech analyst Beth Kindig says the artificial intelligence market is large enough to support multiple winners, including…
Micron Technology (MU) has signed a $1.8 billion letter of intent to acquire a major semiconductor fabrication site in Taiwan…
Commerce Secretary Howard Lutnick says the United States is preparing to pull the full semiconductor supply chain back onto American…
I/O Fund lead tech analyst Beth Kindig says investors taking profits now on their Big Tech positions might be jumping…
Goldman Sachs sees the potential for more investor gains as a set of powerful macro tailwinds lines up behind US…
The equity market may finally be entering a sustained rotation away from Big Tech after years of failed attempts, according…
The semiconductor industry is entering a new phase of explosive growth as AI demand shifts from training to inference, according…
Billionaire investor Chamath Palihapitiya says a scarce metal will likely witness a steep ascent amid a massive demand-supply imbalance triggered…
Chris Caso, a senior analyst at Wolfe Research who flagged Micron (MU) before its triple-digit surge, says Nvidia (NVDA) is…