The Magnificent Semis?
Mike Dickson, Ph.D.
May 20, 2026
Shares of chipmakers are rallying this year While the AI spending boom is fueling big gains for lots of tech companies, it’s the semiconductor makers
Our goals-based philosophy is the core of our approach, brought to life through the Gain Protect Spend® framework, designed around people and their financial objectives.
Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
Shares of chipmakers are rallying this year While the AI spending boom is fueling big gains for lots of tech companies, it’s the semiconductor makers
What Happened Last Week Hotter Inflation: Last week’s inflation reports reflected higher energy prices, but were partially driven by lingering effects of the government shutdown.
Strong economic data is supporting the stock market Investors looking for the Fed to cut interest rates should probably adjust their expectations, as a raft