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Micron's blowout earnings powered memory and chip stocks higher, but the broad stock market rally stalled by midday as S&P 500 slipped.
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Binance Co-CEO Richard Teng reacted with interest on Tuesday, September 22, to speculation of Apple Inc. adding stablecoin support on Apple Pay.
Vanguard's Total World Stock ETF (VT) is recommended over iShares MSCI World ETF (URTH) due to its significantly lower expense ratio (0.06% vs 0.24%), broader global diversification including emerging markets, higher dividend yield (1.8% vs 1.4%), and larger asset base. While both offer similar sector allocations and comparable performance, VT provides exposure to key AI-related companies like TSMC and SK Hynix that URTH excludes.
Following Warren Buffett's step down as chairman of Berkshire Hathaway, the article explores his investment philosophy emphasizing long-term ownership, high-quality businesses with economic moats, and low-cost index funds. Buffett's approach has delivered nearly double the S&P 500's returns over six decades. The article highlights his preference for index funds over active management, focus on companies with durable competitive advantages, and recent increased investments in Japanese trading houses.
Apple says new Macs can run AI locally with no per-token cloud cost, challenging Nvidia’s compute-heavy economics.
Michael Burry is betting against the memory boom as Chinese supply rises. Here’s why some semiconductor ETFs could face risks if his thesis plays out.
Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.