There's more to AI than just the big-name stocks in the industry.
According to the wording, China can now produce chips with 28-nanometer structures using its own lithography systems. According to previous reports, systems from Shanghai Micro Electronics Equipment ...
Some names are just more vulnerable than others. Reasonable or not, it's a risk no investor can afford to ignore.
SaltLight returned 30.78% in 2025 and launched a new global fund while increasing its NVIDIA position. Read the full analysis ...
Most U.S.-focused portfolios carry a structural blind spot: the roughly half of global market capitalization that sits ...
CHPY targets high current income, paid weekly, via options strategies on a concentrated semiconductor portfolio. Learn more ...
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What the first AI elections tell us

Transformer Weekly: The AI Campaign Finance Tracker, DoD vs Anthropic, and Commerce vs White House ...
Chip behemoth Nvidia Inc. (NASDAQ: NVDA) of Santa Clara continues to be a strong presence in both chip development and investor portfolios. Recently, the company announced a chip partnership with Meta ...
News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. Meet Europe’s third engine driving growth | Tr ...
Israeli Prime Minister Benjamin Netanyahu delivered on a career-long ambition to topple Iran's leadership, but his lockstep ...
European stock markets slid and were on track for their worst day's performance since the selloff following President Trump's ...