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ASML After the Run: Buy the Monopoly or Wait for the Shock?
ASML’s EUV monopoly makes it the ultimate beneficiary of AI-driven compute scarcity, but investors still have to face entry-price discipline.
January 29, 2026
Magnificent Seven Earnings this Week: Pitfalls and Tailwinds Examined
Diverging fundamentals in AI, batteries, and capital discipline are beginning to separate future winners from momentum trades.
January 26, 2026
From $103 to $365: Why Micron’s AI-Fueled Rally Still Has Room to Run
Despite surpassing its average analyst price target, Micron’s forward valuation and memory bottleneck economics point toward a credible path to $500 by 2026.
January 21, 2026
How Nvidia is Tightening its Grip on the Autonomous Vehicle Stack
Nvidia’s tightening control over the autonomous driving stack contrasts sharply with China’s state-coordinated but fragmented approach to AI-powered mobility.
January 13, 2026
Protocol-Driven Shopping: Walmart Joins Google’s AI Ecosystem
As AI models anticipate and cajole consumer needs, Google’s Gemini is transforming the company into an end-to-end commerce engine.
January 13, 2026More from The Tokenist / AI stocks
Nvidia After $5 Trillion: Has the AI Trade Really Peaked?
January 07, 2026
2026: Another Year of AI Bubble Not Bursting?
January 02, 2026
MSFT vrs GOOG: Which Stock Will Cross the $4 Trillion Milestone First?
December 23, 2025
Will the Palantir Playbook Work in 2026?
December 22, 2025
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