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Hey, happy Tuesday. How was your long weekend? I hope it involved a little Windows 98-style downtime , maybe some pickleball with Andre Agassi , a dive into the origins of the newly UN-endorsed Equal Earth map , a few examples of GPT-6 Astra blowing minds .
ASML, TSMC and Samsung are adopting larger chip photomasks that will boost manufacturing yields and lower costs.
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Earnings estimates are starting to pick up for artificial-intelligence adopters — and their stocks are due to rise as well, argues Morgan Stanley.