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ASML After the Run: Buy the Monopoly or Wait for the Shock?
/ Market Analysis

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
Why Are Nvidia Shares Rising Premarket? China Nears Approval for H200 Chips

Why Are Nvidia Shares Rising Premarket? China Nears Approval for H200 Chips

Nvidia stock rose in premarket trading after reports that China is preparing to allow major tech firms to order its H200 AI chips.

January 23, 2026
Ahead of Q2 Earnings, Nvidia Faces a Delicate Balancing Act

Ahead of Q2 Earnings, Nvidia Faces a Delicate Balancing Act

The company’s Q2 report will highlight not just financial strength but the delicate balance between U.S. policy, China sales, and global AI dominance.

August 21, 2025
Intel Inside: How the Trump Admin’s Turnaround Ups the Chipmaker’s Value

Intel Inside: How the Trump Admin’s Turnaround Ups the Chipmaker’s Value

Intel’s fate is increasingly tied to geopolitics as it stands beside - and against - TSMC in shaping the U.S. tech stack.

August 20, 2025
Why are Nvidia, AMD Shares Dipping While Intel Gains in Premarket Trading Today?

Why are Nvidia, AMD Shares Dipping While Intel Gains in Premarket Trading Today?

Nvidia and AMD shares are declining in premarket trading while Intel gains, driven by significant news.

August 11, 2025