The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.

After falling for six straight sessions, Tesla (TSLA) broke the losing streak on Tuesday. Markets ignored CEO Elon Musk’s ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

In a report from Nikkei, the company may also be mulling a return to more cutting-edge semiconductors by working with Intel ...

Intel Corp. may potentially be eyeing a new strategy for its foundry business, writing off its 18A and 18A-P manufacturing processes and focusing more resources on its future edge chipmaking process, ...

Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

At its Intel Foundry Direct Connect 2025 event in April, Intel announced it is working closely with lead customers on its upcoming 14A process, which is expected to deliver a 15–20% performance gain ...

TSMC, which is the world's largest contract chipmaker, also got a boost from reports that Intel's recently appointed CEO was ...

Cadence Design Systems (CDNS) and Synopsys (SNPS) shares rose after the US Commerce Department eased export restrictions, ...

Chipmakers are likely to benefit from the One Big Beautiful Bill as they will be eligible for an investment tax credit, ...

Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...