Eclipse Ventures, founded in 2015 with a focus on digitizing the physical world, has seen major success with a 17-fold return on its investment in semiconductor company Cerebras Systems after its IPO. The firm’s belief that physical-world tech—covering sectors like robotics, energy, and defense—offers lucrative opportunities beyond software is gaining traction among investors and founders. Eclipse’s portfolio raised nearly $15 billion last year, with strong late-stage deals continuing into 2026, supported by favorable government policies and growing demand. This momentum marks a shift from the dominance of pure software startups to a broader tech landscape where hardware and software intersect.
On June 23, 2026, the leveraged semiconductor ETF SOXL fell sharply by 23.06% in a single session, much more than its non-leveraged peers SOXX and SMH, which dropped around 7-8%. SOXL aims to deliver 3 times the daily performance of the semiconductor...
A potential U.S.-Iran deal is leading to a drop in oil prices as the Strait of Hormuz is set to reopen. This development benefits emerging markets, especially in Asia, which rely heavily on fuel imports. ETFs like Goldman Sachs' GSEE, focused on emer...
The Schwab Emerging Markets Equity ETF (SCHE) is recommended as a buy due to its growth potential driven by top holdings like Taiwan Semiconductor, Tencent, and Alibaba. The fund offers broad diversification, a low expense ratio of 0.06%, and a leadi...
Taiwan Semiconductor (TSMC) has been upgraded back to a buy rating due to robust demand driven by AI technology. The company's disciplined capital expenditure, strategic pricing, and advanced EUV technology maintain its leading foundry position despi...
The iShares MSCI Emerging Markets ETF (EEM) charges a 0.69% annual fee, significantly higher than the 0.09% fee of its similar counterpart, the iShares Core MSCI Emerging Markets ETF (IEMG). Both funds offer nearly identical exposure to emerging mark...
