The Monopoly Behind AI Chips
If you want to understand the real bottleneck in semiconductors, it isn’t wafers, fabs, or even chip designers like Nvidia. It’s the machines that etch impossibly small patterns onto silicon. And in that game, there’s just one winner, ASML.
ASML isn’t just another chip equipment supplier. It has something no one else on Earth can build,
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Is David’s Dividend Strategy Perfect For Today’s Market?
David Bahnsen – founder of The Bahnsen Group and author of The Case for Dividend Growth – centers his investment philosophy on dividend growth investing.
In his view, a fundamental mentality shift is needed where investors need to focus on the cash income their portfolio generates rather than obsessing over short-term market prices.
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Why Bill Ackman Bet $2.3 Billion That the Market Is Dead Wrong
In early 2025, billionaire investor Bill Ackman, CEO of Pershing Square Capital Management, revealed a substantial new position in Uber Technologies. By January, Pershing Square had accumulated 30.3 million Uber shares, a ~1.4% stake worth about $2.3 billion.
Ackman described Uber as “one of the best-managed and highest-quality businesses in the world,” yet still “available at a massive discount to its intrinsic value.”
So is he right about Uber or will the bet flop?
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Will Historic Lows in Market Breadth Trigger a Stocks Crash?
Market concentration refers to periods when a few stocks or a single sector dramatically outperform the rest of the market, driving a disproportionate share of index gains. In such times, market breadth is “narrow” meaning the rally relies on a small cluster of leaders while the majority of stocks lag.
Over the past 50 years,
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Palantir’s Run Feels Unstoppable, But for How Long?
Palantir Technologies (NYSE: PLTR), the data analytics powerhouse, has been one of Wall Street’s most explosive success stories. Since its direct listing in late 2020 at $10 a share, the stock has soared by almost 18-fold gain. Over that same stretch, the S&P 500 hasn’t even doubled.
That kind of outperformance doesn’t happen by accident.
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Read MoreThe Ivy
1 Solar Sleeper Stock That Still Has Room to Shine
When Nextracker went public two years ago, few investors expected it to triple so quickly.
But after such a run, is it too late to buy? Or is this “picks and shovels” play on the clean-energy revolution still undervalued?
Key Points
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Nextracker controls about a quarter of the global solar tracker market.
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Read MoreThe Spotlight
UPS Stock Is Sinking But This Dividend Giant May Be Poised for a Comeback
United Parcel Service may be a household name, but lately, its stock performance has left investors anything but comforted.
UPS started 2025 on the back foot. In the first quarter, revenue slipped slightly, margins were underwhelming, and earnings per share were up just 4% year-over-year. What’s more telling? U.S. daily delivery volumes were down by around the same amount.
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Read MoreThe Daily
Does the fate of the US economy now hinge on one company?
As the price of almost everything has increased, and American workers’ wages have all but stalled, politicians like President Donald Trump have tried to ease our minds by telling us that the economy is “doing great” and that the stock market is booming.
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