Here’s How Much You Would Have Made Owning ASML Holding Stock In The Last 10 Years

Reported Earlier, Trump Administration Weighing New Round Of Sweeping Tariffs On Semiconductors - Politico Exclusive

https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957

Why State Street SPDR Developed World ex-US is a Strong International ETF

Schwab International Equity ETF (SCHF) and State Street SPDR Portfolio Developed World ex-US ETF (SPDW) both offer low-cost international exposure with identical 0.03% expense ratios. While Schwab delivered slightly higher returns and lower volatility over five years, State Street provides broader diversification with nearly 1,000 additional holdings including small-cap stocks, which the author favors for long-term growth potential.

This Billionaire Tech Investor Is Betting Big on SpaceX and Chip Stocks

Billionaire tech investor Philippe Laffont of Coatue Management significantly increased his portfolio positions in Q2, with major additions to SpaceX and semiconductor stocks including Micron, Intel, and Cerebras. While the analyst is skeptical of SpaceX's valuation, he views Micron favorably due to memory supply constraints and supports Cerebras as a potential winner in AI inference, but cautions against chasing Intel stock after its recent rally.

Shares of semiconductor companies are trading lower amid concerns that OpenAI's Q2 earnings may weigh on AI growth. Today's Fed minutes revealed that many participants assessed that higher rates would likely be necessary if inflation did not fall.