Chip Stocks Are 38% Off Their Peak: 'Time to Buy the Dip,' Analysts Say
Cantor Fitzgerald and HSBC say the chip stock selloff is overdone, with the SOX at 9x 2028 earnings. Top picks include NVDA, MU, SNDK, ASML and AMAT.
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ASML Reports Transactions Under Its Current Share Buyback Program
ASML Holding N.V. has disclosed recent transactions conducted as part of its ongoing share repurchase program.
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Better AI Semiconductor Monopoly Stock: Taiwan Semiconductor vs. ASML
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Congressman Ditches Semiconductors, Data Storage: Here’s Three Stocks He Sold
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ASML vs. Nvidia: Who Really Captures the AI Chip Boom?
While Nvidia generates nearly 10 times ASML's revenue and maintains higher profit margins (74% vs 49%), ASML holds a critical monopoly as the sole supplier of EUV lithography machines essential for advanced chip manufacturing. The article suggests ASML may be the safer AI investment due to its irreplaceable position in the supply chain, though Nvidia's faster growth offers greater long-term upside potential.