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ASML financial guidance includes Terafab plans, CFO says
Reuters74d agoneutral
ASML financial guidance includes Terafab plans, CFO says

Top computer chip equipment maker ASML said its ‌capacity expansion plans in 2027 and ‌2028 unveiled on Wednesday along with second-quarter earnings ​take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas. "We're in dialogue with ‌all our ⁠customers and we know ... what their building plans are," Chief Financial ⁠Officer Roger Dassen said on a call.

ASML's Guidance Is Better Than Expected
Barrons.com74d agoneutral
ASML's Guidance Is Better Than Expected

ASML Holding's sales and margin forecasts for the current quarter are above expectations, Jefferies analysts wrote in a note to clients. The Dutch supplier of semiconductor-making equipment is projecting sales between 11 billion and 12 billion euros in the third quarter.

ASML Q2 Earnings Call Highlights
MarketBeat74d agoneutral
ASML Q2 Earnings Call Highlights

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 investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e

APA (APA) Stock Looks Cheap Relative To Its Earnings Power
Simply Wall St.74d agoneutral
APA (APA) Stock Looks Cheap Relative To Its Earnings Power

APA stock has logged a 127.5% return over the past five years, and the current valuation checks still point to it screening cheap rather than stretched. That combination of a strong long run and a positive valuation read is drawing attention to whether the recent share price now fully reflects the risks and opportunities around the business. Over five years, APA has returned 127.5%, which puts the current share price in the spotlight as investors assess how much of the story is already...

Aehr Test Systems Q4 Earnings Call Highlights
MarketBeat74d agoneutral
Aehr Test Systems Q4 Earnings Call Highlights

Aehr Test Systems (NASDAQ:AEHR) said it entered fiscal 2027 with record backlog and expects revenue to more than double, citing accelerating demand tied to artificial intelligence processors, silicon photonics and data center infrastructure. President and Chief Executive Officer Gayn Erickson said