$Intel (INTC.US)$ Why is the construction of the factory increasing? I don't understand... What principle and logic... Isn't his OEM business losing money badly... It's even more of a loss to build, right...

$Intel (INTC.US)$
Support at 22.25 yuan?

$Tesla (TSLA.US)$ July surge fueled by Robo Taxi rumors. That surge was a classic case of "buy the rumor, sell the news," illustrating how markets often price in events before they actually happen. Musk's statement hinting at Cybercab production "before 2027" has raised eyebrows, given his history of missed deadlines. 🤔
Tesla has recently secured approval from local authorities near its Berlin gigafactory to proceed with a three-stage expa...

$Intel (INTC.US)$ Taiwan Semiconductor driving all technology sectors up....
I'm worried that Intel's upcoming release will crash all sectors again == the shadow of the last time is still in my heart.. betting on Intel's financial results to explode, causing all tech stocks to plummet

$ASML Holding (ASML.US)$
- Q3 bookings of €2.63B (vs. est. of €5.39B)
- '25 sales at €30-35B (vs. est. of €35.94B)
What's going on?
1. "competitive foundry dynamic" aka $Intel (INTC.US)$ cut capex 
2. "Limited capacity additions in memory" aka  $Micron Technology (MU.US)$ & SK Hynix are converting existing overcapacity for HBM
3. This is on top of China restrictions (the only booming market for equipment)
People miss that semi-equipment follows its own cycle and is facing so...

$ASML Holding (ASML.US)$ continued slump signaled divergence among chipmakers, with those with the biggest exposure to artificial intelligence led by $NVIDIA (NVDA.US)$ showing greater resilience. As expected, that's also spilling over to the options market.
ASML's American depositary receipts (ADRs) tumbled Wednesday, taking its two-day loss to almost 21%, after the Dutch company reported a day earlier that its net bookings shr...