Stocks
July, 2026
South Korea plans massive 18.4GW AI data center buildout by 2035
Are US Tech and Semiconductors still a good investment?
ASML Slides After Report of China Beginning DUV Tool Production
Apple just hit a fresh ATH above $337 while other Mag 7 have the AI capex concern. Apple’s capex is 1.8% of revenue, Alphabet’s is 37.5%