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The US misapprehends and grossly underestimates China's adaptive capacity. The CHIPS and Science Act's $52 billion subsidy ...
India is going all-in on chips, with billion-dollar bets, global tie-ups, and a race to build its own silicon backbone.
US CPLIE for April today.... Expect Trumps tariffs supply chain disruption chaos to START showing up in inflation data, inflation will be a lot worse ...
Mark Hartley takes a deep dive to see which UK shares are lagging behind in the current market rally. Has he found two ...
Meta shares soared as investors welcomed easing global trade tensions that had weighed on big tech, especially companies exposed to Asia-based supply chains. Zuckerberg, who owns about 13% of Meta, ...
Enphase Energy is a leader in solar energy solutions, providing microinverters and battery storage. Clean energy push ...
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Here’s why I started a pension (SIPP) for my 1-year-oldInvestors are drawn to its global vision and willingness to back conviction bets early. Names like Tesla, Moderna, and ASML ...
ASML has a significant MOAT due to its irreplaceable technology, making it a key player in the AI industry. Click here to ...
Baron Opportunity Fund declined in the first quarter of 2025, underperforming its benchmark, the Russell 3000 Growth Index.
French nationals head about 30 major foreign companies whose total market capitalization amounts to $2 trillion. This ...
A lithography system at ASML's site in Veldhoven, Netherlands. The global company has Dutch routes. (Piroschka Van De Wouw/Reuters) Chip-manufacturing equipment giant ASML offers perhaps the most ...
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