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Sands Capital's Tech Innovators Fund gained 26.9% in Q2 2026 amid an AI-driven tech rally, though concentrated mega-cap chip exposure lagged as gains broadened into CPUs, networking, and memory. Fund…
Sands Capital's tech fund gained 26.9% in Q2 2026 on AI infrastructure strength, though concentrated mega-cap chip exposure lagged as gains broadened into CPUs, networking, and memory. New holding Ce…
Semiconductor stocks tumbled over 20% amid fears that China's Kimi K3 AI model could disrupt the US AI market, though ETF inflows remain strong as investors bet on a rebound and view the pullback as …
NZS Capital's Q2 2026 letter highlights strong semiconductor sector performance, driven by AI infrastructure demand. Lam Research (LRCX) benefited from rising chipmaker capex commitments, though LRCX…
TSMC posted strong Q2 earnings with 33.7% revenue growth and announced a $100B Arizona expansion. Analysts remain bullish with 'Strong Buy' consensus despite stock dipping on broader tech sell-off. 2…
Semiconductor stocks show extreme volatility despite strong earnings forecasts. TSM and Samsung beat profits but shares fell, signaling investor caution about AI demand sustainability and elevated va…
Article warns against complacency in chip stocks, cautioning that assumptions of unstoppable AI-driven demand may be overconfident and potentially misleading for investors.