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A wave of selling hit the market on Thursday, with the SPDR S&P 500 ETF (NYSEARCA: SPY) closing down 1.66%, its sharpest decline since early October. The move came just after the government shutdown ended, yet uncertainty only increased. The White House signaled that key October economic report...
Ryan Hasson | Nov 14, 2025
While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a robust demand spike and the foundations of a multi-year memory chip supercycle....
Thomas Hughes | Nov 14, 2025
Artificial intelligence continues to dominate investor attention—and with good reason. But as valuations swell and pullbacks emerge, smart money is shifting toward the infrastructure names quietly powering the trend behind the scenes. In a recent conversation with analyst Marc Chaikin of Ch...
Bridget Bennett | Nov 14, 2025
Semiconductor giant Broadcom (NASDAQ: AVGO) has had a very strong 2025. As of the Nov. 13 close, shares have provided a total return of 47% on the year. This handily beats out the 16% return of the S&P 500 Index. Broadcom is also outperforming the semiconductor industry, as evidenced by th...
Leo Miller | Nov 14, 2025