QUALCOMM is recommended as a Buy due to its strategic diversification and AI infrastructure projects expected to boost growth. The company aims to increase its non-handset revenue from 24% to over 60% by fiscal year 2027, offsetting declines related to Apple. Upcoming AI data center products like HBC Gen 1 and Dragonfly C1000 CPU are not yet fully valued in the current stock price. Although short-term earnings face headwinds, stabilization and new product launches could lead to a market re-rating by mid-2027.
The First Trust Nasdaq Semiconductor ETF (FTXL) has gained 134% over the past year, outperforming the iShares Semiconductor ETF (SOXX) in the current AI-driven cycle. FTXL uses a factor-based model focusing on growth and value within the semiconducto...
The First Trust Nasdaq Semiconductor ETF (FTXL) has gained about 76% year to date, driven by exposure to AI-related semiconductor companies. However, the fund's modified-equal-weight approach has led to concentration risks, with the top five stocks—N...
The Schwab U.S. Dividend Equity ETF (SCHD) has outperformed the S&P 500 in 2026, returning 27.92% through August compared to the S&P 500's 13.85%. This strong performance is due to SCHD's focus on dividend-paying sectors like semiconductors, healthca...
In 2026, dividend equity ETFs have outperformed both 10-year Treasuries and the S&P 500 index, with Schwab U.S. Dividend Equity ETF (SCHD) leading with a 27.06% gain year-to-date. This outperformance is driven by sector composition and price apprecia...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 27% year to date, outperforming the Nasdaq 100's 19% return. This performance is driven by a macro shift favoring value stocks over growth, as investors moved away from high-priced tech and AI spe...
