ASML Holding N.V.'s Q3 revenue dropped amid China tensions, but a bullish 2025 outlook signals growth. Click for my updated ...

ASML faces trade turmoil and tariffs impacting chip demand, particularly from China. Read why I believe ASML remains a strong ...

We believe ASML ... It is important that machines are not only extremely precise but able to function at high-uptime and high-manufacturing yield. Fabs have enormous fixed costs, so they need ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about ...

We recently published a list of the 11 Best Semiconductor Equipment Stocks to Buy According to Analysts. In this article, we ...

ASML is based in the Netherlands, so avoiding tariffs may seem odd ... MercadoLibre Soared After Earnings. Here's Why It Could Go Even Higher One of My Largest Stock Positions Just Hit an All ...

In this edition of The Download, we dive into insights from SXSW, where we had the chance to talk with Jim Rabuck at the ...

Kasia Broussalian Doing well, thanks. So tell me what’s going on in emerging markets right now. How well are they doing?

Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the ...