News

I rated shares of ASML a strong buy in my last article on the semiconductor equipment firm -- DeepSeek Impact Exaggerated, Strong Buy -- because of resurgent demand for lithography systems as well ...
ASML stock is now back to where it was before the furor over Chinese artificial-intelligence chatbot DeepSeek erupted after the maker of advanced microchip-making equipment reported much stronger ...
Shares of other major chip makers, including AMD (AMD) and ASML Holdings (ASML), also plunged ... whether and how its chips ended up powering DeepSeek’s AI models—despite U.S. export ...
The US misapprehends and grossly underestimates China's adaptive capacity. The CHIPS and Science Act's $52 billion subsidy ...
"No ASML. No Nikon. Just brute-force DUV ... Says Chamath Palihapitiya — Questions, How Alibaba Or DeepSeek Are One Step Ahead Huo said that these chips are symbolic of China's resilience ...
Major tech counters like Nvidia Corp and ASML Holding NV slid as much as 17% and 6%, respectively. Ng noted one notable aspect of DeepSeek’s AI models is their use of Nvidia’s H800 chips for ...
S&P 500, Dell Technologies Inc, Oracle Corporation, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...
Semiconductor sales skyrocketed in the first quarter of 2025 despite price challenges and threats from the emergence of DeepSeek, a low-cost AI model from China. Also, sales grew month over month in ...
Stock markets are as volatile as teenagers at the moment with tech shares particularly skittish - it’s too good an opportunity  to miss, Ed confides to ...
Reports also revealed that several of DeepSeek’s researchers have connections ... than you think The implications go far beyond Nvidia. ASML, the Dutch maker of advanced chip manufacturing ...
Baron Opportunity Fund declined in the first quarter of 2025, underperforming its benchmark, the Russell 3000 Growth Index.