Mark Hibben, author at Seeking Alpha, is following ASML Holdings as his "Idea of the Month." He weighs in on competition in the chip equipment space and the company's development of EUV lithography technology.
Hibben weighs in on ASML's unique place in the semiconductor market, since it's the only supplier of EUV machines. He believes ASML will probably be the only supplier for the next 10 years.
We discuss Intel's and Nvidia's place in the market and what the immediate and long-term future looks like for the space.
Commercial Metals CEO Peter Matt reveals how a $2.5B acquisition spree is transforming the 111-year-old steelmaker into a construction solutions powerhouse.
Angelo Zino, Senior Vice President and Technology Equity Research Analyst at CFRA, breaks down Big Tech earnings, AI spending, and what's next for the Mag 7.
Big Tech is pouring billions into AI. Ray Wang, CEO of Constellation Research, explains what Meta and Microsoft's earnings reveal about those investments.
Morningstar equity analyst Nicolas Owens explains Boeing's latest earnings, deliveries, rising fuel costs, and what they mean for airlines and investors.
The 2026 FIFA World Cup is more than just a tournament. With over 6.5 million fans expected to attend, it's become one of the world's largest economic events.
