Newsletter

2 days ago

US stocks

What ASML’s Blowout Means for the AI Boom: Nvidia, Micron and TSMC in Focus

When ASML talks, the whole chip industry listens. The Dutch company is the only supplier of the advanced lithography machines used to make cutting-edge AI chips, which means it sees…

ByUjjwal Maheshwari

2 days ago

Semiconductor stocks AI Stocks Technology

Guidance Up Again: Why ASML Is the AI Trade Everyone Forgets About

ASML just raised its 2026 revenue guidance...again! If you want to know whether the AI boom is real money or just a good story, don't listen to the chip designers…

ByMarc Kennis

3 days ago

US stocks

ASML Reports Wednesday: The Earliest Warning Signal for the AI Chip Boom

If you own Nvidia, Micron or any chip stock, Wednesday matters. ASML (NASDAQ:ASML), a Dutch company most investors have never studied, reports its results before the US market opens, and…

ByUjjwal Maheshwari

Jun 2026

AI Stocks Semiconductor stocks Tech Stocks Technology US stocks

The Debt Tsunami That Could Signal the End of the AI Boom

The Most Expensive Group Project in History Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all…

ByMarc Kennis

Apr 2026

AI Stocks Blue Chip Stocks Tech Stocks Technology

ASML (NASDAQ:ASML) Q1 sales +15%, but system shipments slowed and stock fell 7%

Net orders beat revenue 1.2x, yet investors punished machine sales ASML (NASDAQ:ASML) sits at the centre of the semiconductor supercycle and remains one of the most important companies in global…

ByCharlie Youlden

Jan 2025

AI Stocks Tech Stocks Technology

DeepSeek’s AI Breakthrough: Do we still need Nvidia as much in 2025?

Has Nvidia met its match in DeepSeek? Investors seem to think so given the Tech crash early this week. After wanting exposure to AI, investors around the world have put a…