Wall Street slips after inflation shock as ASML lifts European tech – The Irish Times
Battered by weeks of elevated oil prices and government bond yields, European investors had pinned their hopes on…
Cornering the market for machines that make Nvidia’s AI chips – The Irish Times
Anyone worried about the short-termism of the technology sector, the bravado of so many tech bros and the…
Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here’s What Investors Should Do Next.)
Artificial intelligence (AI) stocks have been on fire in recent years, leading the S&P 500 higher in this…
5 More AI Predictions For The Year 2030
Prediction #2: TSMC’s and ASML’s monopolies will be broken. The semiconductor supply chain will be dramatically transformed. Credit:…
Opinion | The Global Bull Market That A.I. Obscures
In the coverage of the genuinely broad-based global equity boom, an important detail is often overlooked: In the…
European Markets Advance as Trump-Xi Talks and AI Momentum Support Tech Shares: DAX, CAC, FTSE100
chart arrow up ©Gerd Altmann European equities traded modestly higher on Thursday as investors monitored developments from the…
Five architects of the AI economy explain where the wheels are coming off
Earlier this week, five people who touch every layer of the AI supply chain sat down at the…
4 AI Stocks That Could Beat the Crowd
Quick Read Advanced Micro Devices (AMD) as the “NVIDIA alternative” is now a crowded consensus trade that ignores…
This Growth Stock Will Be the AI Supercycle’s Biggest Winner — and It’s Not a Household Name
There is no denying that we are in the middle of an artificial intelligence (AI) supercycle, characterized by…
China’s top chip bosses urge supportive policies to create ‘China’s ASML’
By Che Pan and Laurie Chen BEIJING, March 5 (Reuters) – Top Chinese semiconductor executives have called for…
China’s semiconductor firms post hefty 2025 profits amid AI boom, tech self-reliance drive
Enterprises across China’s semiconductor industry recorded hefty profit growth last year, according to their unaudited financial results, driven…
AI Bubble or Not, These 3 Stocks Make Excellent Long-Term Plays to Buy in January
ASML’s most advanced machines will be essential for producing next-generation artificial intelligence (AI) chips. Nvidia’s investment thesis is…