Behind some of the greatest innovations in modern technology, you'll find semiconductors...

Even After 40 Years, This Is Still One of the Best Bets in Tech By Joe Austin, senior analyst, Chaikin Analytics Behind some of the greatest innovations in modern technology, you'll find semiconductors... When Intel (INTC) first commercialized DRAM (which stands for "dynamic random-access memory") back in 1970, it replaced entire rooms full of memory hardware with a single chip. That small chip became the foundation for every computer, phone, and server built since then. When Texas Instruments (TXN) invented the digital signal processor in 1978, it replaced a board full of analog components with one programmable chip. That chip made modern wireless communications possible – leading up to the mobile phones we can't live without. Nvidia (NVDA) released its first graphics processing unit ("GPU") back in 1999. It was designed to handle the heavy graphics demands of video games. That freed up the central processing unit ("CPU") to do everything else. But in 2011, Alphabet's (GOOGL) Google used Nvidia GPUs to create deep neural networks. That marked a breakthrough moment in deep learning. As I'm sure you've realized... this helped pave the way for AI to take center stage a little more than a decade later.  By now, all the major AI models we hear about – including ChatGPT, Gemini, and Claude – run on Nvidia chips. In 1985, when I started covering semiconductors, worldwide revenues for the entire industry were around $29 billion. Today, that's roughly how much Nvidia earns in net income every eight weeks. Semiconductors have been compounding in importance for decades. And the companies behind that growth have been some of the best investments of my career. With all the volatility in the markets we've seen this year, semiconductor stocks continue to shine. And for investors, this hunting ground is as rich as ever... Recommended Links: Major Nvidia Reckoning Incoming (Do This Immediately) Silicon Valley insider Jeff Brown and 50-year Wall Street legend Marc Chaikin both recommended Nvidia when people believed the company just made chips for video games. The stock would have made you as much as 319X your money since. But today, they say the stock is facing a major reckoning... putting millions of Nvidia AI chips at risk of going DARK... yet setting the stage for dozens of opportunities to 10X your money or more as the second era of the AI race begins. Click here to learn more. 'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses an emerging potential $10 trillion technology backed by Elon Musk and OpenAI CEO Sam Altman. This breakthrough could completely replace our need for foreign oil – and send one small group of stocks soaring in the process. Click here to learn how you can invest in Musk's next $10 trillion move. The Numbers Tell the Story Technology consultant Gartner projects semiconductor industry revenues will hit more than $1.3 trillion in 2026. That's a 64% year-over-year jump. And it's the fastest growth rate in two decades. Memory chips make up the largest chunk of the industry. In 2026, Gartner expects revenue to soar 193% year over year and add nearly $400 billion in new sales. According to Gartner's projections, the rest of the industry (nonmemory) will grow 17% year over year. That would add another roughly $100 billion in revenue. Of course, the big driver behind all of this is AI... Gartner expects AI semiconductors to account for 30% of total semiconductor revenue this year, with the big tech giants increasing their AI infrastructure spending by more than 50%. But that's not all... For example, consider the automotive industry... The automotive semiconductor market hit about $100 billion in 2025. And it's expected to hit nearly $149 billion by 2031. Plus, if self-driving cars take off, that growth gets a massive boost. PwC projects that fully autonomous vehicles will need 5 times more chips per vehicle – at 10 times the cost. Health care is another great opportunity... The health care semiconductor market is expected to grow from less than $67 billion in 2026 to more than $107 billion by 2031. That's a compound annual growth rate of 10.4%. Industrial automation is another big driver... This market came in at around $215 billion last year. And it's expected to grow to more than $533 billion by 2035. Smart factories, robotics, and renewable energy infrastructure are helping drive this growth. Put simply, semiconductors have some major, long-term tailwinds behind them. And the Power Gauge currently sees big opportunities in semiconductors, too... In our system, we can easily track the space with the State Street SPDR S&P Semiconductor Fund (XSD). Out of 21 market subsector funds, XSD is currently ranked No. 2. And it gets a "very bullish" rating. Digging deeper, XSD also holds plenty of strong stocks. Take a look... As you can see, 33 stocks in XSD earn "bullish" or better ratings. That compares with eight in "neutral" territory... and only two that are "bearish" or worse. So if you're looking for good ideas in this volatile market, semiconductor stocks are a great place to start. The Power Gauge loves the space right now. For more than 40 years, this has been a winning group for me. The innovation never stops – and the end markets keep expanding. I don't see either of those changing anytime soon. Good investing, Joe Austin   Editor's note: Using a free version of the Power Gauge, you can dive right into our system to see three unique tickers each day – such as XSD or its holdings... The complete ratings breakdowns for all the categories in the Power Gauge and the full data from our system are reserved for paid-up subscribers. But with the limited version, you can see the overall ratings – like what our system thinks of XSD or one of its individual holdings as a whole. To gain access, all you need to do is click this link right here. There, you'll enter the same e-mail address you use to receive the Chaikin PowerFeed. You'll then receive a link that takes you directly into the free version of the Power Gauge stock rating system. Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 -0.08% 8 14 8 S&P 500 +0.17% 128 248 126 Nasdaq +0.05% 23 45 32 Small Caps +0.18% 637 950 284 Bonds -0.5% — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bullish. Major indexes are mixed. *  *  *  * Sector Tracker Sector movement over the last 5 days Information Technology +3.89% Energy +3.09% Utilities +0.96% Consumer Staples -0.06% Industrials -0.8% Materials -0.86% Financial -1.56% Consumer Discretionary -1.69% Communication -2.48% Real Estate -2.58% Health Care -2.69% *  *  *  * Industry Focus Insurance Services 21 28 5 Over the past 6 months, the Insurance subsector (KIE) has underperformed the S&P 500 by -3.60%. However, its Power Bar ratio, which measures future potential, is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #8 of 21 subsectors and has moved up 1 slot over the past week. Top Stocks ACGL Arch Capital Group L ALL The Allstate Corpora AIZ Assurant, Inc. *  *  *  * Top Movers Gainers SNDK +8.11% ALB +5.95% MU +5.6% SWK +4.2% CNC +4.02% Losers DPZ -8.84% DLTR -5.54% GLW -4.48% COHR -4.33% SMCI -4.23% *  *  *  * Earnings Report Earnings Surprises No significant Earnings Surprises in the Russell 3000. *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at ahmedwithnour@gmail.com. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized financial advice. © 2026 Chaikin Analytics, LLC. All rights reserved. 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