Raoul Pal's AI supercycle thesis says macro policy now bends around the AI capex build. Dollar, yields, oil, and Beijing are all downstream of one objective.
ASML Holding ASML is trading above its 50-day simple moving average (SMA), signaling a bullish trend. The 50-day SMA is a key ...
Still, the recent strength in semiconductor stocks suggests demand for AI chips is still running ahead of expectations. ASML ...
ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock has jumped ...
Beijing sharpened its criticism of the US MATCH Act, which would tighten chip-equipment export controls and bind Japan and the Netherlands to a 150-day deadline.
While the chipmaking-gear giant is already banned from selling advanced kit to China, new rule would make low-end products ...