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AI
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CXMT IPO: Is China taking over the memory market?
The Chinese DRAM memory manufacturer ChangXin Memory, abbreviated as CXMT, debuted on the Shanghai stock exchange and immediately dominated it.…
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China Is Building Its Own Chip-Making Machines. ASML Under Pressure as the Technology War Enters a New Phase
China is once again sending markets a signal that it intends to accelerate the construction of its own technological ecosystem.…
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Stock of the Week: TSMC – The Manufacturing Engine Behind the AI Revolution
In recent years, the technology market has focused primarily on companies developing artificial intelligence solutions. Nvidia provides the chips powering…
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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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