It's only February, but it's already been a wild year for semiconductor stocks. Since then, investor nervousness has settled ...

This can be found among the Granolas, a group of 11 European multinationals, selected by US bank Goldman Sachs, which is made ...

ASML Holding has seen its share price decline by over 30% since its all-time highs in July last year. See why I rate ASML ...

With the emergence of the Chinese AI start-up DeepSeek, heated discussions have been triggered across the world. Some ...

We remain optimistic about Australian healthcare investments, with key trials and FDA approvals expected in 2025, potentially ...

After a year of Wall Street talking about how crowded the hugely popular dispersion trade is, it still appears to be working ...

Super Micro Computer (SMCI) has been on a rollercoaster ride over the past two years.The stock soared 730% from May 2023 to March 2024—only to ...

Imec chairman strengthens ties with Samsung, SK hynix in Korea Imec expands collaboration with Korean semiconductor leaders, ...

Now there’s greater interest in those spending goals thanks to DeepSeek’s indication that it’s possible to build AI services at a fraction of the cost previously thought. Does that mean ...

DeepSeek claims its AI model cost under $6M, raising doubts over U.S. firms’ $100M-plus AI development budgets. U.S. tech giants face competition as DeepSeek’s cost-efficient AI challenges ...