Venture capitalist Chamath Palihapitiya predicts Taiwan will lose its critical strategic role in semiconductor supply within 18 months as the US rapidly expands its domestic chip manufacturing capabilities. He highlighted that US fabs are nearing the technological edge Taiwan currently holds, reducing Taiwan's leverage. This shift is supported by increased chip production in US facilities like TSMC's Arizona plant and China's semiconductor investments. Palihapitiya also suggested selling advanced chips to China to let Nvidia dominate rather than Huawei, reflecting changing geopolitical and tech dynamics.
The S&P 500 closed at 7,408.50 on Friday, falling below the 7,500 level it briefly surpassed on Thursday, ending the week with a modest 0.3% gain. The recent surge to 7,517 appeared to be a mechanical, gamma-driven move with an expected reversal, inf...
Recent inflation data shows accelerating price pressures, especially from energy costs, keeping the Federal Reserve cautious and supporting higher Treasury yields and a strong US dollar. The Trump-Xi meeting improved market sentiment but lacked confi...
Sandisk's stock has surged 476% in 2026, driven by strong demand for storage linked to the AI boom and impressive revenue growth, including a 97% quarter-over-quarter increase to $5.9 billion. The company boasts high profit margins and optimistic Wal...
Two unconventional ETFs use alternative data to guide investments: the Unusual Whales Subversive Democratic Trading ETF (NANC) tracks stock disclosures by Democratic Congress members, while the VanEck Social Sentiment ETF (BUZZ) analyzes social media...
The S&P 500 achieved its seventh consecutive weekly gain, driven by strong performances in large cap growth stocks, energy, commodities, and cybersecurity sectors. Key contributors include major tech companies like NVIDIA, Apple, and Microsoft, which...
