Is ASML Stock Overvalued?
ASML Holding (NASDAQ:ASML) is a Dutch business that designs, manufactures and sells advanced semiconductor manufacturing equipment. As a key player in the …
ASML Holding (NASDAQ:ASML) is a Dutch business that designs, manufactures and sells advanced semiconductor manufacturing equipment. As a key player in the …
In Q2, Stan Druckenmiller added a new holding, 1.65 million shares of Entegris (NASDAQ:ENTG) to his Duquesne Family Office portfolio but why did Stan buy …
Lattice Semiconductor (NASDAQ: LSCC) appears expensive. Discounted cash flow models, using conservative growth assumptions, often land well below today’s …
Equinix (NASDAQ: EQIX) stock trades down about 21% year‑to‑date. Despite this decline, analysts maintain a positive outlook, with average 12‑month …
It is hard to call a company that earned $10.4 billion in revenue last quarter “overlooked,” yet Wall Street still treats Qualcomm like a one‑trick …
Microsoft’s market capitalization sits near $3.73 trillion today. To clear the $5 trillion bar it needs a further 35% lift about the same gain it …
When CoreWeave (NASDAQ: CRWV) slipped below its $40 IPO price earlier this year, skeptics wrote it off as an over-hyped AI play. Three months later the stock …
Cisco Systems (NASDAQ: CSCO) rarely makes the front page of fintech X, formerly Twitter, yet the 40‑year‑old networking giant has quietly engineered one …
Eighteen months ago Mark Zuckerberg declared last year was the company’s “year of efficiency.” Today the conversation has shifted from …
The S&P 500 has sprinted 4.92% higher so far in 2025, while the tech-heavy Nasdaq-100 has tacked on an even healthier 5%. Yet the most valuable public …
Coherent (NYSE: COHR) has spent the better part of two years digging itself out of a post‑merger funk. All through 2023 and 2024 the share price chopped …
For sure Exxon Mobil (NYSE: XOM) is no hyped-up AI enterprise but don’t confuse boring with broken. This year alone, Exxon has surprised any investor …
Rambus has flown under the radar, but the numbers tell a different story. The stock is up over 250% in the past five years even as the broader chip industry …
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) is as a semiconductor foundry whose chips can be found in a wide range of electronic devices like smartphones, laptops, …
Enovix (NASDAQ:ENVX) is one of several small, innovative companies hoping to create the next generation of batteries to power smartphones, wireless devices, …
Super Micro Computer (NASDAQ:SMCI) was once a highly popular stock that seemed to run and run to ever higher heights. Its liquid-cooled server technology …
The semiconductor market now consists of big names that are vying for a greater market in the AI accelerator segment. There are several big names floating …
Market concentration refers to periods when a few stocks or a single sector dramatically outperform the rest of the market, driving a disproportionate share of …
As recently as 2020, few analysts could have predicted that Stanley Druckenmiller, a billionaire who used to manage Quantum Fund with George Soros, would …
The last few months have been exciting for Tesla and its shareholders. But, the upcoming year has everyone wondering whether Tesla (NASDAQ:TSLA) can sustain …