/ chip stocks
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, 2026Why 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, 2026Ahead 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, 2025Intel 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, 2025Why 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