Live News EQUITY H impact Jun 25, 2026, 12:01 PM UTC

ASML, META: Pivoting to Power

Smart money is pivoting from tech chips to power infrastructure, affecting ASML, META, PANW, DELL, and TSM

SQUAWKNEWS Updated Jun 25, 2026, 12:01 PM UTC

ASML META PANW DELL TSM - Why Smart Money Is Pivoting From Tech Chips to Power Infrastructure