Some industries have become too important to simply fade away now. Ditto for some companies...
Continue ReadingThis tech giant could ultimately be the biggest beneficiary from artificial intelligence...
Continue ReadingThe surge in artificial intelligence (AI) has led many companies to urgently reassess their energy strategies. Last year, several countries endorsed the Declaration to Triple Nuclear Energy to address these growing energy demands, pledging to increase their nuclear energy capacity by three times by 2050. With the global demand for nuclear power expected to grow long-term, here are three stocks to keep an eye on in this evolving landscape...
Continue ReadingTaiwan Semiconductor (NYSE: TSM) might not be a household name, but it's probably the most important company most people have never heard of. The company, which now has a market cap of roughly $1 trillion, doesn't have the consumer presence of Apple or Microsoft, but it's a vital component of the tech supply chain. TSMC, as the company is also known, is the world's leading contract chip manufacturer...
Continue ReadingColumbia Large Cap Growth Fundâs Institutional Class shares returned 2.20% for the three months ending September 30, 2024. Click here to read the full commentary...
Continue ReadingGoehring & Rozencwajg have published their Q3 2024 Natural Resource Market Commentary. Click here to read the full commentary...
Continue ReadingEverspin presents a compelling risk/reward profile in the semiconductor space, with low valuation and high growth potential. See why I rate MRAM a strong buy...
Continue ReadingInvestors are laser-focused on U.S. stocks, creating a dangerous blind spot. Ignoring the rest of the world comes with rising risks into the new year—and missed opportunities to more cheaply invest in the types of companies that have fueled the U.S. bull market. China’s economy is sputtering, and Beijing’s efforts to revive it are underwhelming...
Continue ReadingGlobal ICE car sales are down 30% from 2027 peak, and EV sales are growing exponentially. Discover news including Tesla, BYD, Stellantis, GM, Ford, and Nissan...
Continue ReadingTesla, Tapestry, and BITU, saw significant gains driven by favorable market conditions and positive signals from our models. Read what investors need to know...
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