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Apple Intel Foundry Link Puts ASML Growth And Valuation In Focus
Simply Wall St.132d agoneutral
Apple Intel Foundry Link Puts ASML Growth And Valuation In Focus

Apple and Intel have reportedly reached a foundry agreement that could trigger a multi billion euro order for ASML Holding's lithography systems. The potential order is tied to future advanced chip production at Intel that would support Apple device processors. This reported demand arrives as some existing customers delay adoption of ASML's High NA EUV tools. ASML Holding (NasdaqGS:ASML) sits at the center of high end chip manufacturing, and this reported Apple Intel link puts that role...

Stocks Slide as Inflation Fears Lift Bond Yields
Barchart133d agoneutral
Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

Stocks Tumble on Inflation Jitters
Barchart133d agobearish
Stocks Tumble on Inflation Jitters

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

Chip Stocks Broadly Rising
Barrons.com134d agoneutral
Chip Stocks Broadly Rising

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

International Stocks Keep Crushing the S&P. This Cheap ETF Is How You Get In
24/7 Wall St.134d agoneutral
International Stocks Keep Crushing the S&P. This Cheap ETF Is How You Get In

For a decade, owning anything outside the S&P 500 felt like paying tuition to learn a lesson you already knew. International developed equities lagged, the dollar marched higher, and every diversification pitch sounded like an apology. That trade has flipped. Over the past year, Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) returned 34% against the S&P ... International Stocks Keep Crushing the S&P. This Cheap ETF Is How You Get In

Are retail investors leaning away from software amid tech rally?
Yahoo Finance Video134d agobullishVIDEO
Are retail investors leaning away from software amid tech rally?

While record-breaking rallies in tech push the US market (^DJI, ^IXIC, ^GSPC) to new heights in 2026, are retail investors still as engaged with these market dynamics that come with these massive valuations? Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma comment on the latest trends in retail trading activity observed by JPMorgan.

European Chip Stocks Gain on Foxconn Results, Trump's China Visit
Barrons.com134d agoneutral
European Chip Stocks Gain on Foxconn Results, Trump's China Visit

Shares of European semiconductor companies were edging higher after Foxconn reported robust first-quarter revenue and profit and as President Trump brings a delegation of tech CEOs on his trip to China. Foxconn, which generates a significant share of revenue making AI servers for companies like Nvidia, reported 19% growth in net profit to 49.92 billion New Taiwan dollars and 29% growth in revenue to 2.120 trillion New Taiwan dollars. Meanwhile, Trump is meeting Chinese leader Xi Jinping in a summit attended by Nvidia's Jensen Huang, Apple's Tim Cook and Tesla's Elon Musk.

ASML Lifts 2026 Sales Outlook As AI Demand And EU Policy Focus Grow
Simply Wall St.134d agoneutral
ASML Lifts 2026 Sales Outlook As AI Demand And EU Policy Focus Grow

ASML Holding (NasdaqGS:ASML) raised its 2026 net sales outlook, tying its guidance to stronger demand for equipment used in AI-related semiconductor production. At the same time, the company joined other European tech firms in calling on regional governments to move faster on policies that support advanced chip and AI infrastructure. The twin developments highlight ASML's central role in high end chip manufacturing and its growing voice in European technology policy discussions. For...

Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher
24/7 Wall St.134d agoneutral
Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Jim Cramer on ASML: “Let’s Just Hope for a Down Day and Get In”
Insider Monkey135d agoneutral
Jim Cramer on ASML: “Let’s Just Hope for a Down Day and Get In”

ASML Holding N.V. (NASDAQ:ASML) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Answering a caller’s question about the stock, Cramer said: Jeez, you know, now, this is the great problem right now. That stock’s been straight up ever since it […]

What Makes ASML Holding N.V. (ASML) a Strong Bet?
Insider Monkey135d agoneutral
What Makes ASML Holding N.V. (ASML) a Strong Bet?

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s Institutional Class returned -12.04% in the quarter, compared to -4.22% for the Bloomberg U.S. 1000 Index. Despite recent performance challenges, the Fund maintains a positive outlook on […]