WS #15843
The technology sector is showing clear divergence: ASML reported a strong outlook with AI-driven demand expected to exceed supply through 2028, and NVIDIA announced new investments in France, reinforcing its AI infrastructure leadership. Conversely, Apple is facing headwinds from EU regulatory disputes blocking its HomeView launch and reports of slowing iPhone 18 Pro production, suggesting potential demand softness in premium segments. Meta continues to dominate the smart-glasses market with an 81% share.
Tech Sector Divergence
The technology sector is showing clear divergence: ASML reported a strong outlook with AI-driven demand expected to exceed supply through 2028, and NVIDIA announced new investments in France, reinforcing its AI infrastructure leadership. Conversely, Apple is facing headwinds from EU regulatory disputes blocking its HomeView launch and reports of slowing iPhone 18 Pro production, suggesting potential demand softness in premium segments. Meta continues to dominate the smart-glasses market with an 81% share.