(Bloomberg) -- Japan and the Netherlands are poised to join the US in limiting China’s access to advanced semiconductor machinery, forging a powerful alliance that will undercut Beijing’s ambitions to build its own domestic chip capabilities, according to people familiar with the negotiations. Most Read from BloombergAdani Rout Crosses $51 Billion as Stocks Plunge by Daily LimitsPutin Plans New Ukraine Push Despite Losses as He Prepares for Years of WarAmericans Fall Behind on Car Payments at Hi
ASML (NASDAQ: ASML) may be the most important company in the chip industry today, and it reported another great quarter this week. But the valuation has gotten stretched even based on 2030 projections.
In the e-commerce world, it's basically undisputed that Amazon is the leader, although competition has stiffened recently thanks to the pandemic. While its e-commerce is a great business, I'm more excited about Amazon Web Services (AWS), its cloud computing division.