’s manic Monday May 11 rally is another signal that AI disruption isn’t all that it’s cracked up to be. While AI threatens the software landscape, it is still in its early phases, often wrong, and unlikely to disrupt established platforms that are, themselves, integrating AI into their architecture and services. The takeaway is that … Read more
Why Vanguard's Flagship Tech ETF Might Not Be a Good Investment if You're Interested in AI Stocks
Russ Cohen
Key Points Although the technology itself isn’t new in itself, the reemergence of artificial intelligence (AI) has taken the world by storm and boosted plenty of tech stocks along the way. Instead of trying to pick a single winner in the AI race, you can benefit from investing in a tech ETF that gives you … Read more
Apple Just Chose Intel to Make Its Chips: 5 Stocks Riding the Foundry Boom
Russ Cohen
The biggest validation of America’s semiconductor reshoring bet just landed, and it wasn’t from Washington. surged past $130 on Monday, hitting a fresh all-time high after The Wall Street Journal confirmed a preliminary agreement for Intel to manufacture chips for devices. The stock is up roughly 500% over the past year, and this deal explains … Read more
A New AI Gold Rush Is Starting in Finance
One fintech may already be ahead of the trend. Listen to the audio version of this article (generated by AI). Hello, Reader. Vines are often a visual symbol of overgrowth. They can wrap around a building’s exterior, growing and clinging to worn, cracked stone, creating fractures that let further destruction in. In a similar way, … Read more
TSMC: The AI Infrastructure Monopoly Trading at a Discount
Every meaningful AI model trained this year runs on hardware that passed through ’s fabs. While investor attention has rotated toward memory and CPU suppliers, the foundry that enables them all trades at a discount to its semiconductor index peers. $414.15 TSM Close May 8, 2026 $420.00 52-Wk High NYSE ADR +130% 1-Year Return vs. … Read more
Sell in May? No Way
The old adage of “sell in May and go away” is rooted in fact. Since the index was constructed in 1958, the average returns for the May through September period haven’t been anything to brag about. The average monthly return is 0.73%, which means every month, with the exception of July, has average returns that … Read more