Risk Rewarded Blog

Semiconductor investors are wrong to worry about rising geopolitical tensions. De-globalization and energy transition will be a boon for the chip sector.According to the Investor Day presentation published in November, business is booming at ASML Holding NV (ASML), the Dutch company that makes machines that make semiconductors.Investors should buy semiconductor...

Investors and analysts are consumed with fear that online advertising is melting down. The outlook is not as bad as it seems. Let me explain.According to a report last week from Axios, one of the most successful channels on YouTube is seeking $150 million in investment capital, at a $1.5 billion valuation. The goal is to build a new business. Digital...

Medical researchers are using what they know about our immune system and computers to make startling advances. There has never been a better time for investors.Shares of Moderna (MRNA) closed Tuesday up 19.6% after company executives announced a jointly developed vaccine showed great efficacy fighting cancer in stage 3 and 4 melanoma patients. Investors...

Inflation fears in 2022 have dominated the news cycle, however it is now clear one American fast food company has a fix.McDondalds (MCD) posted strong third-quarter financial results October 27, thanks to a big investment is digital strategies, and the ability to pass along higher costs to customers.The business is a rarity. Investors should take note. Digital...

One big tech company seems unimpeded by the weakness in the global economy. It is selling every product it makes, and yet its shares are still headed south.Tesla (TSLA) reported on Wednesday that third quarter profits doubled year-over-year, and revenue shot up 55% to $21.5 billion. Analysts are worried that business can’t get better.Big stock moves...

Something really big is happening in Washington with respect to China, and it is going to change everything for investors.According to a new report Friday, the Biden Administration is preparing a series of executive orders that will dramatically curtail investment in China, what technology can be sold there, and the proliferation of Tik Tok.This is...

It’s September so Apple (AAPL) is getting ready to take the wraps off of a new iPhone, however this one is going to be a bigger deal than most. This is why.Every year around this time executives reveal new products. The most plugged-in analyst says this year’s event will show off an iPhone that looks nothing like previous devices.Change means bigger...

A Florida teen may have the answer to supply constraints that slowed the adoption of electric vehicles. This is how investors can play along.Robert Sansone is the winner of the 2022 Regeneron International Science and Engineering Fair for his research on high-torque, magnet-free electric motors. The innovative design could make EVs cheaper and more...