ASML
ASML Holding N.V.
ASML
ASML Holding N.V.
It's time to stash away your summer gear. An active corporate event stretch is upon us.
Canada's new retaliatory tariffs on $20B of U.S. goods escalate trade tensions, impacting North American manufacturers and supply chains. ASML secures commitments from Samsung, TSMC, and Intel for Hig
The AI Stack Model splits the AI trade into 14 segments across 4 layers, scoring each on macro conditions, estimate revisions, and how much the market has already paid. Memory wins on fundamentals - r
Three out of the five top stocks should more than double annual earnings. Nvidia is seen nearly doubling earnings this year.
Ascent Group LLC increased its stake in ASML Holding N.V. (NASDAQ: ASML) by 20.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Com
iShares MSCI Netherlands ETF is highly concentrated in ASML, with sector exposure also to financials and industrials. Yield curve dynamics aren't great, broadly speaking Hormuz is also an issue for di
ASML Holding N.V. maintains dominance in EUV lithography and is a prime beneficiary of the AI-driven semiconductor expansion. Despite robust fundamentals and strong near-term demand, the current valua
The Corgi Lithography & Semiconductor Photonics ETF (EUV) has dropped over 20% in a month. EUV offers active, thematic exposure to lithography and photonics, with top holdings like TSMC and ASML, and
Shares of major chipmakers fell sharply on Monday after reports that a state-backed Chinese firm has begun mass-producing domestic deep ultraviolet (DUV) lithography machines. ASML Holding NV (NASDAQ:
The 3-2-1 crack spread has reached an extreme, with important implications for inflation, Fed policy, gasoline prices, and refining stocks that recently broke out to all-time highs. IBM's historic 25%
ASML delivered another beat-and-raise quarter, with Q2 revenue, EPS and gross margin all coming in above expectations. Advanced logic demand remains strong across 3 nm, 2 nm and early 1.4 nm investmen
ASML Holding N.V. delivered strong Q2 2026 results, raising full-year sales guidance to €43–45 billion and gross margin to 54–56%. Volume growth across advanced logic, DRAM, immersion systems, and ins
ASML's 20-year head start in the lithography segment underpins their AI enabler status while explaining the premium stock prices/valuations. They may benefit from the intensifying logic foundry compet
China will contribute around 20% of ASML's revenue across the whole of 2026, the company's CFO said. While that figure is a sizable drop from previous years, political headwinds in the U.S. are pushin
I maintain a Buy rating on ASML Holdings and raise my price target from $2173 to $2510. ASML's 2026 outlook lifts the revenue guidance midpoint from €38 billion to €44 billion and the gross margin mid
ASML Holding N.V. delivered a strong Q2, with €9.3B in sales and EPS of €7.59, beating expectations. ASML management raised 2026 guidance to €43–45B revenue and up to 56% gross margin, citing robust l
ASML NASDAQ: ASML reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer invest
The Dutch semiconductor-equipment maker said it now expects full-year sales to come in between 43 billion euros ($49 billion) and 45 billion euros, and a gross margin of between 54 and 56%. It previou
High NA EUV reaches new readiness milestone with first high-volume Logic product Intel Foundry has entered high-volume manufacturing for a subset of Intel® Core™ Ultra Series 3 processors, code-named
ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026 ASM L increases outlook, expects 2026 total net sales to be between €43 billion and €45 billion, with a gross margin be