The Fund outperformed its benchmark in Q4 2025, led by strong selection in semiconductors and hardware. Read the full analysis for more details.

The explosion in artificial intelligence spending over the past few years has led many companies to see their profits soar, and semiconductor stocks have been some of the biggest beneficiaries by far.

Micron's HBM4 going into mass production with Nvidia's Vera Rubin platform is a huge milestone for the company. This shows ...

Is it possible the GeForce RTX 60 series will trade rasterization performance in favor of much faster ray tracing?

The Arc Pro B70 comes with 32GB or RAM, enabling smaller AI models to run locally. It compares favorably with products from ...

All you had to do was pay attention to the polar coordinates lecture in [trigonometry], and you could have discovered a 6x ...

Within 24 hours of the release, community members began porting the algorithm to popular local AI libraries like MLX for ...

Google's TurboQuant algorithm compresses LLM key-value caches to 3 bits with no accuracy loss. Memory stocks fell within ...

Today is finally the day for Intel's BMG-G31 GPU, releasing now as the Intel Arc Pro B70 with a whopping 32GB of RAM.

Intel Arc Pro B65 and B70 said to offer ‘cost-effective, high-performance’ solutions for pro graphics and AI inference ...

Micron Technology (NASDAQ: MU) provides those chipmakers with a very important component called high-bandwidth memory (HBM), ...