CPU vs. GPU: The Changing Semiconductor Landscape
Written by Michael Lebowitz and Lance Roberts | Apr 21, 2026 | Daily Market CommentarySince the start of the year, the Philadelphia Semiconductor Sector Index (SOXX) is up 33%…
> Read MoreSince the start of the year, the Philadelphia Semiconductor Sector Index (SOXX) is up 33%…
> Read MoreAs shown in the graph below, the University of Michigan’s consumer sentiment gauges tells us…
> Read MoreAllbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by…
> Read MoreAllbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by…
> Read MoreOn Monday, our Commentary, The Market Knows What You Don’t, shared an important lesson about…
> Read MoreDiana Choyleva wrote an excellent editorial for the Wall Street Journal entitled “The Iran War…
> Read MoreA battle is raging in the Halls of Congress between the banks and the crypto…
> Read MoreA client and friend asked us a timely question: “Why did we remove our hedge…
> Read MoreOn Wednesday, Delta Airlines announced it beat earnings expectations and, more importantly, its CEO maintained…
> Read MoreUpon hearing of the ceasefire, oil prices plummeted by nearly 20%, and the stock market…
> Read MoreBerkshire Hathaway now sits on $373 billion in Cash. They have enough to buy 480…
> Read MoreWhile Investors remain fixated on the Iranian conflict and the extreme volatility of oil prices,…
> Read MoreAs sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance…
> Read MoreVolume profiling provides unique insight into the profit-and-loss position of recent investors by identifying price…
> Read MoreDario Perkins of TS Lombard wrote a piece titled “How to Respond to Oil Shocks.”…
> Read MoreThere seems to be widespread disbelief among gold investors, as gold prices have fallen by…
> Read MoreExpected and historical (realized) volatility are sending investors a puzzling signal. Because of the Iran…
> Read MoreGeopolitical events are among the most reliable drivers of bad investment decisions. When headlines are…
> Read MoreAlbert Edwards from Societe Generale posted a graph similar to the one on the left…
> Read MoreSome media pundits are warning the public that high oil prices will spark a repeat…
> Read MoreAccording to a recent analysis by the Wall Street Journal, corporate treasurers are fundamentally shifting…
> Read MoreThe Stone Ridge Alternative Lending Risk Premium Fund (LENDX) is the latest to face liquidity…
> Read MoreMany investors consider a 20% drawdown or more to be a bear market. Based solely…
> Read MoreFew Fed meetings in recent memory have presented the FOMC with a more uncomfortable set…
> Read MoreA client sent us the quote below from Michael Oliver of Momentum Structural Analysis and…
> Read MoreWhen oil-related geopolitical risk flares up, most investors take their cue from oil prices. While…
> Read MoreA recent Bloomberg article, “Microsoft, Meta Add to $700 Billion Surge in Data Center Leases,”…
> Read MoreThe technology sector has been on edge in recent months, in part due to the…
> Read MoreThe February CPI report was largely as expected. The month-over-month headline figure rose by 0.3%,…
> Read MoreAfter Friday’s weak employment report, there was a rebirth of the once-dead argument for a…
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