CEO Jensen Huang emphasized global AI expansion, noting that countries now view AI computing as critical infrastructure.

We came across a bullish thesis on ASML Holding N.V. (ASML) on Monopolistic Investor’s Substack. In this article, we will ...

ASML leads in EUV tech with strong growth, deep moats, and solid returns despite export risks, making it key to AI. See why ...

After a sharp but short-lived pullback last month, US equity markets, particularly tech and AI-related names, are charging ...

Market fears and tariff noise have set a low bar for ASML, whose EUV monopoly and secular tailwinds keep demand--and margins- ...

ASML has a significant MOAT due to its irreplaceable technology, making it a key player in the AI industry. With Trump planning to onshore chip manufacturing, ASML has significant tariff ...

ASML’s new $400 million chip colossus transforms how semiconductors are made. CNBC got the first-ever on-camera look at the ...

Nvidia’s Q1 2025 earnings smashed expectations—but is the stock due for another breakout or a breather? Here's what analysts say about its next move.

The U.S. views restricting the sale of EUV lithography equipment to China as a vital export control. This restriction, ...

The semiconductor industry has faced a number of headwinds, from uncertainty around tariff policy in the U.S. and chip export ...

Semiconductor stocks have been volatile since last year due to tightening U.S. chip export restrictions to China and U.S. President Donald Trump's threat of tariffs on the sector since he took office.