What Would a Blue-Wave Victory Mean for Asian Investors?
Here’s my prediction for the outcome of today’s elections, and how the Trump administration will respond if it’s dealt a setback.
Chip Rout Sends Nasdaq to Worst Month Since March 2025
Intel’s record drop leads a cascade in chip names with the S&P 500 and Nasdaq seeing their worst session since June, while defensive buying gave the Consumer Staples ETF its best month on record.
Here’s What Scares Me About Semiconductor Stocks
Investor response is very different to earnings announcements from Samsung Electronics and SK Hynix. Here’s why, and what investors should really be watching.
Is the Bottom Falling Out of the AI Trade?
We’re seeing equity valuations collapse for semiconductor stocks, and bond yields for CoreWeave soar to distressed levels. Is the AI bubble bursting?
Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense
Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.
Why Are Asia’s Chipmakers Selling Down on Sunny Forecasts?
Share prices of the two biggest Asian companies by market cap are down despite optimistic updates. Here’s what investors should watch heading into earnings season.
Reading Through Comments From Applied Material’s Investor Conference
Signs point to tight chip capacity remaining in play for some time leading to favorable pricing.
I Bought Shares in Shein’s IPO So You Don’t Have To
The Hong Kong market debut of Shein has got plenty of bad press. Here’s why the first-day move isn’t as bad as it looks.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.