Broadcom vs. Marvell: A Valuation Showdown for the Custom AI Chip Trade
Key Points Broadcom is the diversified incumbent with custom AI chips, networking hardware, and infrastructure software, while Marvell is making…
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Labor Market
Why Nebius Rocketed 230% in the First Half of 2026
Key Points Nebius received an investment from Nvidia, and announced large computing deals with reputable customers. The company’s May earnings…
Inflation Can Quickly Erode Your Portfolio’s Value: This Is the ETF Type I’m Counting On as a Hedge Against That Happening
Key Points I’d love to be one of those cool, calm investors. But the truth is, I’m a natural worrywart.…
SK Hynix Joins the Nasdaq. But This Nasdaq-100 Semiconductor Stock Could Be an Even Better Buy for the Second Half of 2026.
Key Points The memory chip shortage is one of the biggest bottlenecks for artificial intelligence (AI). SK Hynix plays a…
AST SpaceMobile Has a Time-Sensitive Opportunity Worth Acting On Now
Key Points FCC approval and new satellite launches mean that AST is transitioning from a concept to a potential revenue-generating…
S&P 500, SPY, VOO ETF: The 4 catalysts that could move markets this week
The S&P 500 Index continued rising and neared its all-time high on Friday as some big tech companies like Nvidia…