Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on…
I keep buying ASML (NASDAQ:ASML | ASML Price Prediction), and every time Wall Street has a fresh panic attack about 4.2% inflation, I find another reason to hit the button again. The…
Alex Sirois For an investor in their 50s or 60s who wants one technology holding that does not require monitoring, ASML Holding (NASDAQ:ASML | ASML Price Prediction) warrants long-term research attention because it is…
Alex Sirois D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
ASML (NASDAQ:ASML | ASML Price Prediction) has been one of 2026’s defining AI infrastructure trades, with the Dutch lithography monopolist riding a record order book, a raised full-year guide, and renewed mega-cap…
Vandita Jadeja Every retail trader on social media is currently fixated on ASML Holding (NASDAQ:ASML | ASML Price Prediction), the Dutch lithography monopoly whose shares have ripped 138.9% over the past year on Elon…
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit…
ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny. Tighter…
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing…
Trey Thoelcke The crowd on Polymarket is pricing a 100% probability that SpaceX completes its IPO by June 30, with the offering targeted at $135 per share for a $75 billion raise. If that…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this…
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks…
Ten years ago, ASML (NASDAQ:ASML | ASML Price Prediction) was a respected Dutch equipment maker quietly perfecting a technology most investors had never heard of: extreme ultraviolet lithography. Today, it is the…
Alex Sirois ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable of manufacturing lithography systems that can delineate patterns on semiconductor wafers at…
Jordi Visser of Weiss Multi-Strategy Advisers is leaning hard into the AI buildout, telling Anthony Pompliano on The Pomp Podcast that “the AI generational situation is still in the first or second…
Thomas Richmond 
