Amkor is a capable OSAT aligned with AI/5G/auto trends, but profit growth relies on scale, not structural margin expansion. Amkor's returns have hovered at or below its cost of capital, indicating ...

If you graph the history of economic growth, it looks a lot like a hockey stick laid on the ground with its blade sticking up. That is, economic growth was pretty flat for millennia, and then, around ...

I recommend the iShares Global Tech ETF with a "Buy" rating, driven by robust global AI and IT investment trends into 2026. IXN offers diversified technology exposure but is top-heavy, with 62% of ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter ...

The Nobel Prize in economics was awarded to a trio of researchers Monday for their work on how cycles of technological innovation feed economic growth. Joel Mokyr of Northwestern University, Peter ...

Accounting is changing fast. For decades, firms built their business by delivering accurate compliance work—maintaining the books, preparing returns and billing by the hour. But technology has changed ...

Micron Technology MU experienced 22% sequential and year-over-year growth in NAND revenues in the first quarter of fiscal 2026, which now represents 20% of its topline. The growth was mainly driven by ...

Micron Technology's MU Dynamic Access Random Memory (DRAM) revenues grew 51% year over year in the third quarter of fiscal 2025 to $7.1 billion. The DRAM segment, which accounted for a whopping 76% of ...