Lewis Sanders

The AI trade isn't just about chips — and one billionaire's latest move is a reminder of where the real money has quietly been made. Seagate Technology Holdings PLC (NASDAQ:STX) stock has surged more than 700% from its April 2025 lows, turning a once-overlooked hardware name into one of the market...

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) didn't just beat earnings — it forced a rethink on investor positioning. The stock surged to fresh all-time highs after a blowout quarter, but the more interesting story sits beneath the headline numbers: how much wealth this AI rally just locked...