With Donald Trump set to reenter the White House in January, we’re expecting lots of tough talk and possible tough action aimed at China if his rhetoric is any indication. That’s sure to result in increased volatility for the companies in our portfolio exposed to China, the world’s second-largest economy. Fortunately, as long-term investors, we […]
CEO of Nvidia, Jensen Huang, speaks during the launch of the supercomputer Gefion, where the new AI supercomputer has been established in collaboration with EIFO and NVIDIA at Vilhelm Lauritzen Terminal in Kastrup, Denmark October 23, 2024. Ritzau Scanpix | Mads Claus Rasmussen | Via Reuters Nvidia is replacing rival chipmaker Intel in the Dow […]
An icon of ASML is displayed on a smartphone, with an ASML chip visible in the background. Nurphoto | Nurphoto | Getty Images Shares in semiconductor equipment maker ASML fell 15.6% on Tuesday after the Dutch company published disappointing sales forecasts in results a day early. The move pulled other chip stocks lower, with NvidiaAdvanced […]
