Key Points ASML's stock dropped after the company was uncertain about its 2026 growth outlook.The company reported strong Q2 results, driven by the continued growth of AI chips.With a virtual monopoly ...

With the recent earnings release, we explore which chip giant offers the better investment opportunity. The post TSMC vs ASML ...

Applied Materials leads AI chipmaking with strong earnings, rising demand, and undervaluation as key catalysts emerge. Find ...

But the future looks increasingly murky because of a factor that investors seem to be blithely ignoring: tariffs. President Trump threatened to hit chip imports with tariffs after he took office early ...

J.P. Morgan analysts forecast that the semiconductor industry will post in-line or slightly better second-quarter results, ...