Though the DeepSeek controversy has led to a substantial valuation impact for Broadcom, Nvidia or ASML Holdings N.V. (ASML), I doubt that the correction will have a long-lasting impact on AI ...
ASML reported strong Q4 earnings ... AI and hardware-focused semiconductor companies such as Nvidia (NVDA) and Broadcom (AVGO) are trading at price-to-earning ratios, on a forward FY 2026 basis ...
ASML Holding N.V. ASML has been on an upward trajectory in 2025, gaining 8.5% year to date despite broader market volatility.
The Trump administration wants to beef up existing restrictions on chip exports to China, according to a report.
Reports earlier this week involved Broadcom, which gobbled up VMware just over a year ago. As such, CEO Hock Tan is ...
Behind OpenAI’s plan to fabricate their own chips, lies a deeper story rife with ambitions and coups, says Satyen K. Reuters ...
Within the next several weeks, Intel is likely to be broken up into at least two, possibly even three or more pieces, as the world’s largest chip-making firm or foundry operator, Taiwan Semiconductor ...
As per Deloitte, amidst uncertainties and economic turbulence, the broader technology industry can see growth in 2025, courtesy of elevated IT spending, AI investments, and a strong emphasis on ...
ASML Holding N.V. (NASDAQ ... recognition of the company’s dominant position in monetizing AI workloads.” Broadcom Inc. (NASDAQ:AVGO) is a global technology leader, which is engaged in ...
Even if an investment thesis appears promising, a changing marketplace or poor management decisions can derail a stock's growth trajectory. Moreover, investors cannot completely rule out the ...
In the ever-evolving semiconductor sector, companies like NVIDIA, TSMC, Broadcom, ASML and Samsung have emerged as key players with substantial market capitalization. Among these, NVIDIA leads the ...