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Anthropic's CEO called for slowing AI model progress over the weekend, and by Monday morning the shockwave had traveled straight to the fab equipment order books that Wall Street spent 2026 treating as untouchable.
Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.
AMD's 34% revenue surge and 12.5% net margin contrast sharply with ASML's 29.4% profitability and $12.3 billion in free cash flow.
Find insight on European chip stocks, Anthropic, Venture Corp. and more in the latest Market Talks covering Technology, Media and Telecom.
ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors a rare opening at a price that grossly undervalues what comes next.
AI-linked stocks tumbled Monday after the CEOs of some of the companies developing the most advanced AI models called for a slowdown in the technology’s development.
↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid premarket after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand.
Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Holding fall 4.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
STOCKS 0720 GMT – European stocks largely are mixed at the open as chip stocks fall sharply on investor concerns the artificial-intelligence build-out will slow. Software and pharmaceutical names support the Europe-wide Stoxx 600, which trades flat.
One makes the tools; the other controls the bottleneck. Their vastly different risk profiles and valuations reveal why this isn't a simple choice.
ASML, Taiwan Semiconductor, and Nvidia all have durable competitive advantages.
STOCKS 0015 GMT — Japanese stocks are lower as fears about the Iran war and rising energy costs have grown. Chip-related stocks are leading declines. Kioxia Holdings is down 5.7%, SoftBank Group is 4.
Founded in 1984 in the Netherlands, ASML holds a monopoly on the extreme ultraviolet lithography machines for advanced semiconductor manufacturing
Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.
Memory spending is accelerating faster than the broader chip equipment market, and three suppliers stand to capture an outsized share of that growth. But their exposure, risks, and upside potential differ in ways that matter before you buy any of them.
Micron stock was dropping Thursday. Kepler Computing, backed by Intel, thinks it can disrupt the memory-chip market.
ASML expands High-NA ties with Samsung and Intel as AI demand builds, while broader adoption hinges on customer qualification and manufacturing decisions.
ASML's AI-driven Logic and Memory demand is boosting its 2026 outlook, but premium valuation and execution risks leave little room for disappointment.
Taiwan Semiconductor and ASML are advancing 12-inch High-NA EUV photomasks to boost fab productivity, cut chipmaking costs and ease stitching constraints.
ASML Holding N.V. (NASDAQ: ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) have recently announced a collaborative initiative to improve the economics of chip production and lead the semiconductor industry’s transition to a larger-format Extreme Ultraviolet (EUV) lithography photomask. The companies plan to transition to larger, 12-inch masks from the current, 6-inch masks, helping […]
ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?
TSMC is building 20 factories at home and abroad
STOCKS 0725 GMT – European stock indexes largely edge higher after falling sharply in the last session. Banks and utilities find some relief, though technology stocks slide. The Europe-wide Stoxx 600 nudges up 0.
ASML (ASML) concluded the recent trading session at $1, signifying a -2% move from its prior day's close.
Intel Corporation (NASDAQ:INTC) and ASML Holding N.V. (NASDAQ: ASML) have recently provided fresh evidence that High-NA EUV lithography is advancing in commercial manufacturing. At the SPIE Photomask Technology + Extreme Ultraviolet Lithography conference, the two companies announced several updates related to this technology and next-generation chip production. While the update offers evidence of High-NA’s manufacturing […]
ASML and TSM are collaborating on a 12-inch photomask pilot line to advance High NA EUV and boost semiconductor manufacturing efficiency.
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