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.

Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in ...

Alert, knocked Utrecht University offline, and disabled emergency communications for public transport across Utrecht province ...

Access is not sovereignty. Why Europe's €20B AI gigafactory bet risks deepening its dependence on Nvidia, US hyperscalers, not reducing it.

Investing internationally is no longer simply about geographic allocation. It is increasingly about gaining exposure to ...

Sir Shankar Balasubramanian and Sir David Klenerman -- the chemists whose DNA sequencing work took a once $1 billion genome down to a few hundred dollars -- weigh in on what it takes to bring real ...

As the global competition to secure artificial intelligence (AI) semiconductors reaches its peak, major global big tech ...

Three years on, the mood is rather different. On May 5th 2026 the Union cabinet approved Crystal Matrix and Suchi Semicon, ...

High-NA EUV extends resolution by increasing optical numerical aperture, but at the cost of dramatically more complex and expensive optical systems. The industry is therefore confronting a dual ...

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 ...