Four ASX shares that have failed to follow the market higher today are listed below. Here's why they are falling:

Capstone Copper Corp (ASX: CSC)

The Capstone Copper share price is down 3.5% to $14.64. Investors have been selling this copper miner's shares following the release of an update. This morning, Capstone Copper revealed that a union at the Mantoverde mine in Chile, representing approximately 50% of site employees, will take strike action from today. As a result, certain activities at the mine will be gradually reduced in a safe manner. The company stated: "Capstone Copper remains willing to participate in meetings to reach a resolution, and will continue to adhere to legal procedures, respecting the rights of all its employees, inviting the union to engage in a constructive dialogue, and providing the authorities with all requested information."

Life360 Inc (ASX: 360)

The Life360 share price is down 3% to $32.48. This follows a pullback in the location technology company's NASDAQ listed shares after broad weakness in the tech sector on New Year's Eve. While this is disappointing, Life360 shares are still up over 40% since this time 12 months ago.

Northern Star Resources Ltd (ASX: NST)

The Northern Star share price is down 10% to $24.09. Investors have been selling this gold miner's shares following a production downgrade. Due to a softer than expected operational performance, the company has revised its annual production guidance to between 1.6 million ounces and 1.7 million ounces. This is from its previous guidance of between 1.7 million ounces and 1.85 million ounces. In addition, the company advised that its lower gold sales are expected to impact its cost performance. It plans to provide its December quarter costs and revised annual cost guidance with its quarterly results later this month.

Weebit Nano Ltd (ASX: WBT)

The Weebit Nano share price is down 2% to $4.95. This is likely to have been driven by profit taking after a very strong gain in December. Investors were buying the semiconductor company's shares after it revealed that it signed a licensing agreement for its ReRAM technology with Texas Instruments (NASDAQ:TXN). Weebit Nano also released revenue guidance for FY 2026, revealing that it expects revenue of at least $10 million.

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In morning trade, the ASX tech stock is up almost 16% to $5.69.

Why is this ASX tech stock rocketing 16%?

Investors have been bidding the semiconductor company's shares higher today after it made a couple of big announcements.

The first announcement reveals that the ASX tech stock has licensed its resistive random access memory (ReRAM) technology to Texas Instruments Inc. (NASDAQ: TXN). It is a US$160 billion global semiconductor company that designs, manufactures and sells analog and embedded processing chips.

According to the release, under the terms of the agreement, Weebit's ReRAM technology will be integrated into Texas Instruments' advanced process nodes for embedded processing semiconductors. The agreement includes intellectual (IP) licensing, technology transfer, design, and qualification of Weebit ReRAM in its process technologies.

Weebit ReRAM is a low-power, cost-effective non-volatile memory (NVM) that has proven excellent retention at high temperatures and has been qualified for AEC-Q100 150°C operation.

Commenting on the news, the ASX tech stock's CEO, Coby Hanoch, said:

TI is one of the world's foremost integrated device manufacturers, producing tens of billions of chips every year. This agreement is another strong signal that the industry is moving towards ReRAM as the successor to flash memory in SoC designs. It also reinforces Weebit's position as the leading independent provider of ReRAM technology.

The company warned that this license agreement is expected to be long-term but its economic materiality is not known at this time. It stated that it views this commercial agreement as strategically important given Texas Instruments' position in the global semiconductor industry.

Production orders and royalty payments will only commence in the medium term, at Texas Instruments' discretion.

Texas Instruments' Senior Vice President of Embedded Processing, Amichai Ron, said:

We are excited to collaborate with Weebit Nano to integrate ReRAM memory technology into our process technologies and products. The TI and Weebit Nano collaboration will enable our customers to get access to industry-leading NVM technology in performance, scale, and reliability which will enable us to enhance our position as a leading embedded processors provider.

Revenue guidance

In a separate announcement, the ASX tech stock revealed its revenue expectations for FY 2026.

It notes that in its annual general meeting presentation in November, it had a revenue goal of up to $10 million.

Following the signing of recent agreements, Weebit Nano now has IP licensing agreements with four fabs, as well as agreements with several product companies.

Based on these agreements, Weebit is now able to scrap this goal and announce revenue guidance for FY 2026 of a minimum of $10 million.

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But even so, I still own quite a few shares that pay meaningful dividend income every year. As it happens, most of these investments have also delivered meaningful capital growth. Today, let's discuss the biggest dividend payers in my personal portfolio.

The three biggest dividend payers in my ASX share portfolio

MFF Capital Investments Ltd (ASX: MFF)

First up is the listed investment company (LIC), MFF Capital. MFF, like most LICs, invests in an underlying portfolio of shares. In this case, it is mostly American stocks. This LIC is run by Magellan Financial Group Ltd (ASX: MFG) co-founder Chris McKay. I like Mackay's Buffett-esque habit of buying high-quality companies at decent prices, and holding them for as long as possible.

Some of MFF's entrenched tenants include Mastercard, Visa, Amazon and Bank of America.

What's great about MFF is that it pays a strong, fully franked and rising dividend, despite its low-yield portfolio. Between 2021 and 2024, the company raised its annual (fully franked) payouts from 6.5 cents to 13 cents per share. Today, the company trades with a dividend yield of just under 3.4%, although I am lucky to have a yield-on-cost far higher than that. As such, MFF is one of the largest dividend payers in my ASX portfolio today.

Vanguard MSCI Australian Small Companies Index ETF (ASX: VSO)

Next up, we have an entrant in this exchange-traded fund (ETF) from popular provider Vanguard. The Vanguard Australian Small Companies ETF. This index fund tracks around 170 shares from the smaller end of the ASX spectrum. I find it complements a classic index fund like the Vanguard Australian Shares Index ETF (ASX: VAS) that I also hold rather well.

It might not seem like it, but this ETF has paid me some massive dividends in recent years. When this ETF pays out its next dividend distribution on 16 July later this month, investors will have enjoyed a total of $5.37 in dividend distributions per unit. At the current VSO price of $68.40, this equates to a monstrous yield of 7.85%.

Schwab US Dividend Equity ETF (NYSE: SCHD)

Finally, a US-based ETF rounds out my portfolio's most lucrative dividend stocks. The Schwab US Dividend Equity ETF is a fund that holds a large portfolio of US stocks that all demonstrate reliable and rising dividend income potential. It holds a range of shares in this endeavour, including Texas Instruments, Chevron, PepsiCo, Altria and Coca-Cola.

Since SCHD ETF tends to hold only stocks that raise their dividends like clockwork, it can offer the same to its investors. I've only owned this ETF for a year or so, but already, my dividend income has risen meaningfully. Today, thanks in part to its dividends coming in US dollars, it is a major, and welcome, income payer in my portfolio.

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Warren Buffett readily admits that he doesn't understand artificial intelligence (AI). He has also said that he won't invest in businesses that he understands. So, does that mean the legendary investor doesn't own any AI stocks? Nope.

Actually, Buffett has invested roughly $90 billion in nine companies that are heavily focused on AI. Here they are -- and which one is the best of the bunch.

AI stocks in Berkshire Hathaway's portfolio

Apple (NASDAQ: AAPL) ranks as the largest holding in Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) portfolio. Berkshire's stake in the iPhone maker is valued at close to $59.3 billion. Although Buffett significantly reduced the conglomerate's position in Apple last year, it still makes up 21% of Berkshire's total portfolio.

AI has been at the forefront of Apple's development strategy for years. However, the company was seemingly left behind in the generative AI race until it launched Apple Intelligence in 2024. So far, though, Apple Intelligence doesn't appear to be igniting the super-cycle of iPhone upgrades that some analysts predicted.

Amazon (NASDAQ: AMZN) is another top AI stock in Berkshire's portfolio, albeit a much smaller one. Berkshire owns around $2.1 billion of the e-commerce and cloud service giant's shares. Buffett didn't make the initial decision to buy Amazon; one of Berkshire's other investment managers (either Todd Combs or Ted Weschler) bought the stock.

Most AI models run in the cloud. As the largest cloud services provider in the world, Amazon Web Services (AWS) has been a big winner as organizations scrambled to build and deploy AI models in the cloud. Amazon is also using AI extensively internally to increase efficiency and provide more services to customers.

AI stocks in Buffett's "secret portfolio"

Apple and Amazon are the only AI stocks owned directly by Berkshire Hathaway. But I said that Buffett owned nine AI stocks. Where are the other seven? In Buffett's "secret portfolio."

General Reinsurance acquired New England Asset Management (NEAM) in 1995. Three years later, Berkshire Hathaway acquired General Re. NEAM continues to manage investments for insurance companies. Its holdings don't show up in Berkshire Hathaway's regulatory filings, but any stock owned by NEAM is also owned by Buffett.

Apple is the only AI stock in both Berkshire's and NEAM's portfolios. NEAM owns two other so-called "Magnificent Seven" stocks -- Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Microsoft (NASDAQ: MSFT). Like Amazon, both Alphabet and Microsoft are major cloud service providers and are profiting from the strong AI tailwind.

NEAM also has stakes in a couple of tech pioneers that are investing heavily in AI. IBM (NYSE: IBM) made headlines in the past with the success of its Watson AI technology. Texas Instruments (NASDAQ: TXN) isn't exactly a shining star in the AI world. However, the company makes edge AI products (AI deployed on local devices) and is working with Nvidia to develop power management and sensing technologies for data centers.

The stocks of three AI chipmakers are also in NEAM's portfolio. Broadcom (NASDAQ: AVGO) manufactures AI products, including Ethernet switches designed to accelerate AI workloads and custom AI accelerators. NXP Semiconductors (NASDAQ: NXPI) and Qualcomm (NASDAQ: QCOM) sell products that support edge AI.

The best of the bunch

If you're an income investor, Texas Instruments is probably the best pick among Buffett's nine AI stocks. Its forward dividend yield stands at 2.73%.

Alphabet is arguably the most attractively valued AI stock in the group, with growth prospects factored in. The Google parent's price-to-earnings-to-growth (PEG) ratio is 1.36.

I think the best Buffett AI stock all-around, though, is Amazon. The company is poised to profit as more organizations move their apps and data to the cloud. It still has significant growth prospects in e-commerce as well. Amazon is also expanding into new markets, including healthcare, autonomous ride-hailing, and satellite internet services.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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The generative engine ChatGPT opened in November and has quickly caught the imagination of the public.

There is even talk that Microsoft Corp (NASDAQ: MSFT), which is a major investor in the startup behind ChatGPT, could challenge Alphabet Inc (NASDAQ: GOOGL)'s two-decade domination of internet searches by injecting AI into Bing.

Already "a veritable rainforest of new AI startups is being freshly funded", according to Frazis Capital Partners portfolio manager Michael Frazis.

"While it won't be clear for some time which will win and which will fall…, one thing is certain: they will all [need] immense amounts of computing power," he said in a memo to clients.

"Power that, absent this revolution, may not have been required for many years."

As such, some investors are looking to gain exposure to companies involved in manufacturing computer chips or, their key ingredient, semiconductors.

The best semiconductor stocks in the world

Shaw and Partners portfolio manager James Gerrish was recently asked which are the best ASX shares of businesses involved in the semiconductor industry.

"When I think semiconductors, my first thoughts are international companies such as Qualcomm Inc (NASDAQ: QCOM), NVIDIA Corporation (NASDAQ: NVDA), Texas Instruments Incorporated (NASDAQ: TXN), Broadcom Inc (NASDAQ: AVGO), Intel Corporation (NASDAQ: INTC), Taiwan Semiconductors Mfg Co Ltd (NYSE: TSM), Samsung Electronics Co Ltd (KRX: 005930), etc," he said in a Market Matters Q&A.

"Unfortunately there are no companies of this magnitude on the ASX."

So Gerrish suggested the next best option could be exchange-traded funds. But again, they are overseas shares.

"Two of our preferred ETFs to gain exposure to the semiconductor markets are the iShares Semiconductor ETF (NASDAQ: SOXX) and the VanEck Semiconductors ETF (NASDAQ: SMH)," he said.

"Locally, at this stage, there aren't any companies on the Market Matters radar."

Frazis took the example of Nvidia to demonstrate how critical computer chips are to power an AI-driven future.

"Nvidia is partnering with Mercedes Benz Group AG (ETR: MBG) to power their next generation of cars from 2024, including level 4 autonomy, over-the-air updates, and best-in-class safety and convenience applications," he said.

"Nvidia is a small position for us, bought at lower prices, but their 81% market share in AI processing is now more relevant than ever."

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