KLA Corporation (KLAC)

Boom and bust cycles may be a thing of the past for the semiconductor capital equipment group.

It's not all doom-and-gloom for tech heading into the new year. Here are some predictions about what 2022 will bring for the sector.

There are numerous reasons why I selected DIS, and the day that nobody lives in fear of the pandemic any longer... everyone is going to Disney World. I mean everyone.

Expecting recent trends to continue -- and not looking further into the past for parallels -- has driven a lot of questionable behavior in 2021 from both retail and institutional investors.

The tech sector's tumble might have more in common with the events of 1987 than those of 2000/2001. If this proves the case, some buying opportunities are forming.

Whether panicked sales over these past few days, especially Wednesday, prove to be either the 'fast' or 'smart' money remains to be seen.

In the wake of Monday's tech rout, here are a few things I like about the tech sector at this crazy moment in time, along with a few things that have me concerned.

Plus, we continue to wait with bated breath to see where Congress goes with President Biden's two big spending initiatives.

We answer questions on UPS, Lockheed Martin and Nvidia.

An environment in which valuations matter more and dip-buyers can't always be trusted to save the day is one in which it could help to pick one's spots carefully.

Does the cooler core CPI print give the fiscal doves a leg up in negotiating the size and scope of whatever they'll end up passing, probably later this month?

Plus, a look at what's going on inside the trader's brain as he looks at Walt Disney, Airbnb and SoFi Technologies.

Also, the NFIB Small Business Optimism Index printed at 99.7 for July, still on the strong side, but well below June's print, and well below expectations.

Are traders and investors confused? Possibly. Was that the intent? No, but I think Jerome Powell is fine with that.

Just as fears of Fed tightening and a trade war created buying opportunities in tech and elsewhere in late 2018, arguably overblown fears about the Delta variant's economic impact are creating opportunities now.

Peak says sell now or forever hold your peace because you can only go down from here.

Let's look at the many positive story lines out there -- which having nothing to do with the Fed -- and what they mean for investors.

Here comes the beginning of the end for digital assets meant to act as currency outside of national or global money supplies.

Among other things, Intel disclosed weak server CPU sales figures and shared more details about its plans to battle TSMC and Samsung in the foundry market.

The president's plans to raise taxes aren't a surprise, but hiking the capital gains rate significantly isn't such a hot idea.

When you hear about chip shortage you need to think of Lam. The world needs Lam to add to capacity as fast as possible.

These seven concerns are why I took money out of the market for my charitable trust.

Plus, a look at the technical setup of KLA Corp.

MU doesn't expect to be able to meet industry demand for either Dram or NAND memory through calendar year 2021.

It might be too difficult for Jay Powell NOT to raise rates now that the Great Reopening is upon us.

The chip giant is clearly thinking big under new CEO Pat Gelsinger. But a turnaround will take time to pull off.