semiconductors

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.

Markets have been rough so far this year. The Dow Jones is on its worst losing streak since the Great Depression. Brent crude oil has been swimming above US$100/barrel...

Central banks have begun the task of normalising interest rates from historically low levels. The reason? Inflation. After backing away from describing inflation as...

Howard Marks' latest memo has dropped, and it's a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the...

I still remember the time I thought I’d hit “peak technology”. I had a new Nokia 3310 in my hand, and after making a call, I found a game called Snake that helped pass...

We're six weeks in and, so far, 2022 has been a rough ride for stock investors. Given the outsized sway the technology sector holds over global equity markets, it’s...

With no end to the current tailwinds for artificial intelligence in sight, COVID uncertainties and work from home measures continue to push AI into the spotlight. ETF...

Coming into the end of the year, video gaming companies have lined up a number of releases, among them Halo: Infinite and Final Fantasy XVI, this is on the back of the...

Semiconductors are at the heart of modern computers and phones. Also known as microchips, they are the all-important “brains” behind any computer. Semiconductors are...

The COVID-19 pandemic has brought about many economic dislocations. One that has received considerable attention is the global shortage of semiconductor chips. This...

If you want to know just how integral semiconductors are to our day-to-day lives simply ask Kanish Chugh's four-year-old son. He now knows all about it, thanks to...

Semiconductors, or microchips, are like the brains that enable electronic devices – from televisions to phones and computers – to function. They are so ubiquitous that...

The spike in inflation as the United States has emerged from its COVID-19 lockdowns has hardly come as a surprise. Its magnitude, however, has caused economists and...

In recent weeks, market sentiment has undeniably shifted away from relatively expensive, high-risk, low-quality stocks. To illustrate the magnitude of this aggregate...

When most investors think about investing in technology leaders, it's the FAANG's, Tesla and other disruptors currently exciting the market. But there's a lesser-known...

It’s said that it was more profitable to be a pick and shovel salesman during the California Gold Rush than it was to be a gold digger. In the war of attrition for...

In the next decade it will be illegal to purchase a car with a petrol or diesel engine in many countries. Policy like this was unthinkable until recently, but now...

For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of...

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...