Alphabet is one of the best-positioned artificial intelligence (AI) names over the next decade. ASML has a monopoly on the machines that make advanced chips.
ASML's CEO said the Dutch chip-gear maker has not been affected by tensions between The Netherlands and China over the Dutch government's takeover of chipmaker Nexperia.
Our biggest source of underperformance was the consumer staples sector as we had a number of laggards, including Kerry Group, Philip Morris and Diageo. On the positive side, the three new purchases we made in Q2 during the post-Liberation Day market meltdown—Lam Research, ASML and Thermo Fisher Scientific—were each among our top contributors to returns in Q3. Our top contributor in Q3 was Alpha...
ASML (ASML 1.02%) remains the only company producing the machines essential for artificial intelligence (AI) chipmaking. With new systems, surging AI demand, and rising analyst confidence, ASML could be one of the decade's biggest semiconductor winners -- if you know what to watch.
AI is the center of the investing universe right now. Each of these eight companies solves a specific AI infrastructure bottleneck, from chip manufacturing equipment to optical data transmission to nuclear power generation.
The stocks listed here have competitive advantages that make them among the best tech companies to invest in. They are cheap-looking stocks when compared to the tech sector as a whole.
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