Opinion: Semiconductor companies have split into two groups — the resilient and the risky

Semiconductor industry CEOs this week celebrated on the White House lawn as the long overdue Chips and Science Act was signed into law by President Biden. While there is still contention on the bill, with some calling it corporate welfare, the industry got much-needed relief as the US put its supply chain, national security and … Read more

Quality companies are getting stronger, yet their shares are down

Michael Brush is a columnist for MarketWatch. At the time of publication, he had no positions in any stocks mentioned in this column. Brush has suggested LNG, Nvidia and Chipotle Mexican Grill, in his stock newsletter, Brush Up on Stocks If you’re a long-term investor, this year’s selloff is good news because it offers a … Read more

Opinion: Semiconductors are too important for our economy and security to let partisan spats in Congress derail popular legislation

One of the biggest supply-chain challenges we face today is getting more semiconductors, which are essential to products like automobiles, computers, solar panels and weapons systems. Despite this challenge, it has been almost two years since Congress first passed the CHIPS Act—by wide bipartisan margins. Now, it is time to get this essential legislation over … Read more