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AI
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TSMC Raises AI Chip Prices. Is the Bill for the Artificial Intelligence Boom Starting to Grow?
The news that TSMC plans to increase prices for the production of its most advanced chips by as much as…
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Samsung Enters the Era of “Physical AI” and Robotics; Shares Rise 3%
Samsung Electronics (SMSN.UK) has officially announced the establishment of a new strategic unit— Robotics eXperience (RX) . This move is…
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Is Another DeepSeek Moment Coming? Moonshot AI Increases Pressure on AI Giants
China’s artificial intelligence sector has once again moved into the spotlight of global markets. This time, the attention is focused…
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Stock of the Week – ASML – The Machines Driving the Future of Semiconductors
During earnings season, there are companies whose reports are followed mainly by their shareholders. However, there are also companies that…
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AI bull market is safe. TSMC reports “stellar” quarterly print
Taiwan Semiconductor Manufacturing Company (TSM.US) published its results for the second quarter of 2026 on Thursday, which significantly exceeded market…
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Micron vs. Nvidia: Wall Street’s New AI Darling Has Soared 18-Fold Since ChatGPT
Key takeaways Micron shares have surged more than 1,800% since ChatGPT’s launch in November 2022, outperforming Nvidia over the same…
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The AI trade powers on, as luxury stocks surge
Key takeaways ASML eases fears about sustainability of AI trade The two-tier AI trade The US’s Goldilocks moment China growth…
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TSMC Shows That Companies Are Still Investing Billions in AI
TSMC is once again providing investors with evidence that the artificial intelligence boom still has strong foundations. The Taiwanese semiconductor…
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Louis Roche: The Entrepreneur Building Octalas One Company at a Time
In a startup landscape often defined by billion-dollar funding rounds, rapid hiring and headline valuations, Louis Roche has taken a…
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Meta Flex Its Own AI Chips Muscles. Is the Era of Full Dependence on NVIDIA Slowly Coming to an End?
Meta is once again attracting market attention, this time not because of another artificial intelligence model, but because of a…
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