Amidst a cautiously optimistic Asian market, companies where executives and directors hold significant stakes are drawing investor attention. We examine three high-conviction plays in semiconductors, 3D printing, and biotech where insider ownership aligns with explosive growth forecasts.
While market gains have been concentrated in a handful of tech giants, a select group of companies across semiconductors, beauty, and banking have delivered consistent, triple-digit returns by mastering the fundamentals of growth, margins, and capital efficiency.
U.S. stock futures pointed to a lower open Monday as investors braced for a flood of corporate earnings and crucial labor market reports that could sway Federal Reserve policy expectations.
Singapore will establish its National Space Agency on April 1st, aiming to leverage its technological prowess to secure a strategic position in the rapidly expanding global space economy, as global investments continue to soar.
Facing rising US tariffs and global supply chain pressures, India's latest budget prioritizes strategic sectors and export support while maintaining fiscal discipline, signaling a cautious pivot toward economic resilience.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
As Skyworks Solutions prepares to report Q4 earnings, investors are weighing its track record of beating estimates against a backdrop of expected revenue decline and mixed semiconductor sector performance.
A software engineer who turned an early bet on Nvidia into a $20 million fortune and early retirement is now pointing to quantum computing as the frontier with similar explosive potential. His journey underscores the high-risk, high-reward nature of thematic investing.
Japan's manufacturing activity expanded at its fastest pace since mid-2022 in January, a key private survey shows, driven by robust domestic and international orders. While the sector's revival is clear, rising input costs and inflation concerns temper the optimism.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
Apple's record-breaking quarter highlighted a persistent memory chip shortage, driven by AI demand. This dynamic is creating a powerful tailwind for U.S.-based memory leader Micron Technology, with industry commentary suggesting the upcycle has further to run.
Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.
While market attention remains fixated on tech giants, the Russell 2000 index harbors promising, lesser-known companies. We examine three firms with distinct competitive advantages in environmental services, digital health, and private markets.
Market volatility presents both risk and opportunity. We analyze two fundamentally sound yet turbulent stocks that may reward the patient, and flag one whose wild swings are best left to speculators.
Mid-cap stocks offer a compelling blend of established operations and growth potential, but navigating this competitive landscape requires sharp discernment. We analyze one company with promising prospects and two where investors might want to apply the brakes.
ARK Invest's Cathie Wood made a significant $26 million investment in Broadcom stock last week, highlighting a strategic pivot towards AI infrastructure amid portfolio reshuffling. The move follows Broadcom's blockbuster earnings and comes as Wall Street maintains a bullish outlook on the chipmaker.
U.S. equity markets slipped Thursday as Treasury yields climbed following President Trump's announcement that he will nominate former Fed Governor Kevin Warsh as the next central bank chair. The move, seen as potentially less dovish, overshadowed positive economic data and corporate earnings.
As 2026 unfolds, the AI investment thesis is maturing beyond initial skepticism, creating opportunities in both leading tech giants and overlooked sectors. We analyze five companies, from semiconductor powerhouses to regional e-commerce leaders, positioned for a pivotal year.
Semiconductor security firm SEALSQ deepens its investment in France, now employing around 200 specialists across its Toulouse, Aix-en-Provence, and Grenoble offices, positioning the country as a core R&D center for its post-quantum cryptography and secure chip technologies.
CNBC's Jim Cramer highlights Texas Instruments (TXN) for its operational strength, as the chipmaker navigates a challenging market with better-than-expected guidance and analyst optimism.
