Investing News & Market Insight
Found 242 Articles.
Get access to 1299 articles by subscribing to Gilder's Technology Report, Gilder's Technology Report PRO, Gilder's Moonshots, Gilder's Private Reserve and Millionaire Circle.
In This Storm, The Chips Will Fly
Strange as it may seem, the best place to hide from a market crash is amid high-flying microchip stocks. We happily concede that before the great Trump Tariff Trapeze Act, froth suffused both the broad market and the NASDAQ. Puffing up those indexes were chip stocks, sure, but their prices were for the most part […]
Guideposts: The Age of Turbulence: — Abundance Vs. Scarcity
In this age of turbulence, the urgent issue facing investors is abundance versus scarcity. If we are entering a new world of scarcity, opportunity migrates to profitable niches, where monopolists feed on bottlenecks. Businesses win by seizing control of constricted markets. We buy gold, land, real estate, and a few titled titanic companies and hope […]
Guideposts: Short-term Pain for…Long-term Pain
By George Gilder and Richard Vigilante MAGA folk reassure themselves that the stock market plunge doesn’t matter and the “real” economy is doing just fine, undisturbed by the looming trade war. Then, when some new gloomy data on the “real” economy is released, they double down and explain we need to accept short-term pain for […]
Chinese Semiconductor Maker’s Latest Triumph Over U.S. Sanctions
The U.S. forbids ASML (NASDAQ: ASML), the Dutch company whose equipment has been considered necessary to make the most advanced microchips, from exporting its most advanced machines to China. Result: China keeps proving the consensus wrong, and the sanctions counterproductive by making elite chips anyway. Okay, gird your loins, technical discussion incoming: […]
Did Jensen Huang ‘Dis’ Quantum Computing Because He Wants to Own It… Cheaply?
(Article Written By Dr. Robert Castellano, Contributing Editor) In December 2024, quantum computing stocks surged following a series of high-profile announcements, including Google’s (NASDAQ: GOOG) Willow chip and Amazon’s (NASDAQ: AMZN) Quantum Embark program. Then in January 2025, Nvidia (NASDAQ: NVDA) CEO Jensen Huang declared that useful quantum computers were likely “decades away,” triggering a […]
SUBSCRIBE TO THE GILDER’S MOONSHOTS
Gilder’s Moonshots advisory service is your behind-the-scenes look at the companies getting ready to change the world. In this weekly publication, George focuses on micro-cap, small-cap, and even Reg A (PRE-IPO) opportunities in the world of technology. As the world’s leading technology futurist, George has the unmatched ability to identify which new innovations are about to change our lives. If you’ve ever wanted to get in early on the next idea or innovation to change our lives, then, Gilder’s Moonshots is your best bet. Click here to learn more.
Silicon Suicide Or, Tariffs and the Deep State
The populists like to say tariffs are just like taxes, only better because foreigners pay them. That’s dangerously wrong. Tariffs are not taxes, they are regulatory instruments, meant not to maximize revenue but to control economic outcomes. Like all regulations they presume that a politician or a bureaucrat knows best, and that neither has been […]
Populists Shouldn’t Be Pessimists
“Realism” is often used as a synonym for “pessimism.” Foreign policy realists are credited with facing up to “grim realities.” In economics, one gets to be a realist by saying we must choose between a roaring economy and inflation, except the realists don’t say “roaring” they say “overheated.” Pessimism is not realistic. It is the […]
Mr. Market Has the Taiwan Jitters, Trump Should Give Him a Chill Pill
Why is Mr. Market selling Taiwan Semiconductor (TSM), one of the most important and valuable companies on earth, for what appears to be at least a 50% discount? And that’s not just since the recent tech pullback. TSM is always underpriced. It reigns supreme in the manufacturing end of the semiconductor business. It is currently […]
Quantum Hype Keeps Missing the Real Big Bang
The quantum computing hype just keeps on coming. Only briefly deflating the hypesters were the wise words of Jensen Huang, CEO of Nvidia (which is running a well-funded quantum computing research project of its own), who explained it would be 20 or 30 years before quantum computing becomes significant. That is the way technologists say, […]
Semiconductors as a Conservative Investment
We don’t do a lot of macroeconomics at the Gilder’s Technology Report but we do listen to people who do it well. This small group includes our Eagle colleague Mark Skousen, PhD, arguably the world’s greatest living economist and the creator of “GO” or Gross Output, a measure of economic activity that has proven far […]