KKR’s Henry McVey sees earnings and economic growth concentrated in a handful of areas—and everything else left in the dust.
Where SpaceX stock goes from here could offer insight into how strong investor appetite remains for all that’s cutting-edge.
<p>Semiconductor ETFs have been the defining investment story of 2026 — SOXX is up 90%, FTXL has doubled, and DRAM, the AI memory ETF, has grown from a niche fund to nearly $17 billion in assets. But
ASML (NASDAQ:ASML) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny. Tighter centr
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3% and the actively trad
The Nasdaq Composite tumbled again today after the latest inflation reading and higher oil prices failed to stop the bleeding. Chips were at the heart of the downturn, with the iShares Semiconductor
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the sam
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