Smart Investing Newsletter

For years, Netflix has been the dominant force in streaming, consistently taking market share from its competitors. However, recent data suggests the competition is beginning to chip away at that lead.

Meta shares climbed last week as Wall Street became increasingly optimistic about the company's AI strategy. The stock was up about15% for the week and erased the year-to-date losses.

It's an important question to ask yourself, especially if you believe you'll know exactly when to get out before any potential correction in today's AI and semiconductor stocks.

We tend to focus on the major AI companies in the United States and assume they will be the long-term winners. However, one competitor that cannot be ignored is China. Chinese companies are making rapid progress in artificial intelligence, and they could become a serious challenge to U.S. firms.

The iPhone 18 is expected to be released in just a few months, and if current estimates are accurate, consumers could be facing some serious sticker shock. One of the biggest reasons is the ongoing battle for semiconductor components. The rapid buildout of AI data centers has created enormous demand for memory chips, and data center operators are willing to pay almost any price to secure supply.