From ASML to Nvidia: Navigating the AI Chip Boom
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John Freeman and Melissa Armo dissect the volatile AI trade, with Freeman championing semi-cap equipment names like ASML Holding (ASML) and Lam Research (LRCX) for advancing Moore's Law. Armo fears a market crash if the chip sector falters and points to potential regulatory intervention over liability concerns. Both debate AI regulation—Freeman calling for AI-based management of AI—while Armo sees upside for Nvidia (NVDA) and SanDisk (SNDK) into fall earnings, and Freeman highlights high-bandwidth memory plays like Micronics and Technoprobe. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/schwab-Network/dp/B08JJRQG9T/ Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse Watch on Vizio - https:
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