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.
Tim Luckow, Co-Founder and CEO of Notes.fm, discusses $10 million in missing music royalties, AI’s impact on artist payments and the future of music ownership.
Thomas DiFazio, ETF Strategist at Roundhill Investments, breaks down the Fed’s rate decision, inflation risks and what comes next for stocks and small-caps.
Abigail Buckwalter, President and CEO of Ocean Spray, discusses its “Bog Core” fashion collection, reaching Gen Z and reinventing an iconic cranberry brand.
Chris Yu, founder and president of ALSO, explains how the Rivian spin-off is reinventing electric bikes and developing new solutions for urban delivery.
Irene Solaiman, Hugging Face's Chief Policy Officer and SVP of Strategy, discusses open-source AI, model sharing, safety and the fight for transparency.
Jack Withinshaw, CCO and co-founder of Airspeeder, explains how electric flying car racing could revolutionize motorsport and the future of transportation.
TIME reveals its 2026 Best Inventions list of 300 breakthroughs, featuring Apple CEO John Ternus and the iPhone Duo as he shares his vision for the future.
