So you start looking in other areas. Of course, we get dividend yield from equities and that return of capital is reasonably attractive, but the growth has certainly been in areas where it's technological innovation. These are companies that are pumping capital back into their companies in order to generate new revenue opportunities, not delivering it directly as as income to shareholders. So when we look across that spectrum, how do you receive income. Well, one way is also covered calls. >> Covered calls ...

Core Viewpoint - Stocks in the semiconductor value chain experienced weakness on Thursday [1] Group 1 - The overall performance of semiconductor stocks was notably poor [1]

Emerging Market Bulls Rejoicing, But Will It Last? | ETF TrendsEmerging markets (EM) are undergoing a decisive shift in the early innings of 2026. Where do bulls and bears go from here? The MSCI Emerging Markets Index is outpacing both the MSCI World Index and the S&P 500. That run could persist, given the current macro environment.According to a Financial Times report, investor sentiment toward EM has gone from cautious to conviction-driven. A decade of developed market dominance paves the way for EM, than ...

The accelerating adoption of artificial intelligence (AI) has dominated the tech landscape in recent years. Despite the rapid adoption of the technology, most experts concur that a vast opportunity remains. One market that's only beginning to emerge is that of sovereign AI. Simply put, this represents each country's individual efforts to develop and maintain control of its own AI, using its own data, computing infrastructure, and employees, ensuring it controls its own AI destiny. While some countries are ...

Artificial intelligence (AI) data centers require more than just powerful processors. They also depend on enormous amounts of high-performance memory and other data storage hardware to hold and rapidly deliver the massive datasets demanded by complex AI workloads. In fact, the high-bandwidth memory (HBM) market is projected to grow from around $35 billion in 2025 to around $100 billion by 2028. HBM is a specialized type of DRAM memory; when it's placed close to GPUs in AI accelerators, it can transfer data ...

year†for the company, but that did not stop the stock from selling off.## Why the South Korea visit still mattersLisa Su is expected to visit South Korea on March 18 for meetings with Samsung chairman Jay Y. Lee and Naver chief executive Choi Soo-yeon.A central issue in the Samsung talks will be securing supplies of high-bandwidth memory, or HBM, a crucial component used in AI chips.The visit is crucial for AMD as demand for AI accelerators rises; memory supply has become one of the most important bottlenec ...

Key Takeaways South Korea's $350B U.S. investment deal could support its economy and South Korea ETFs.U.S. industrial, semiconductor and AI ETFs may benefit from South Korea's investment push.Patient investors may find opportunities in both South Korea and U.S. sector ETFs On Thursday, lawmakers in South Korea passed a special bill to facilitate the country’s $350 billion investment pledge in strategic industries in the United States under last year’s trade agreement.According to Reuters, the law puts into ...

Seasonal patterns can often create powerful turning points.The early part of this year has felt like one of those moments. After a strong finish to 2025, the market began the year with a classic risk-off rotation: capital flowed out of high-growth technology names into more defensive sectors such as consumer staples and utilities.The Nasdaq has lagged the S&P 500 year-to-date, and many investors have questioned whether the AI-driven rally had run its course. Yet as we move deeper into March—the historical s ...

Financial markets are wracked with anxiety right now about the potential impact of the recent spike in oil prices on overall inflation. The price of Brent Crude, the international benchmark, soared to almost $120 per barrel -- the biggest jump since 2022 -- over the weekend before settling back a bit in recent days. Yet, as I write this on Wednesday morning, Brent is trading at about $91 a barrel, 28% higher than where it was just before the war began on Feb. 27. Will AI create the world's first trillion ...

PDF Solutions, Inc. (NASDAQ:PDFS) is one of the best rising AI stocks to buy now. On February 27, 2026, D.A. Davidson raised its price target on PDF Solutions, Inc. (NASDAQ:PDFS) to $40 from $38 and maintained a Buy rating on the stock. The firm said it updated its model after management conversations about the company’s ongoing business model evolution and its expanding role in networking and scaled analytics across the semiconductor ecosystem. The note pointed to PDF Solutions’ growing position as an ind ...