semiconductors

The collapse of China chatter seems overcooked. The China A-share market now looks like a screaming buy, so I list my Crazy-Eight top picks.

The revolution in generative AI is just starting. Understanding the ecosystem can help you cast your net for opportunities.

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.

As AI expands, new computing infrastructure will be needed and sigificant investment in AI chips, memory and networking gear.

Semiconductor rebound drives performance

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...