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ASML rides AI-driven Logic and Memory demand while expanding EUV and DUV capacity, but execution and customer spending risks remain.

Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here. Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages. In the quarter, global equities rebounded strongly, driven […]

Japanese stocks were higher in early trade amid continued hopes for artificial intelligence-related demand and signs of U.S. economic strength.

ASML's monopoly is more established.

A glowing analyst report on a pair of chipmakers lifted associated stocks.

ASML plans to increase its Japan workforce from 500 to about 700 by 2030 as Rapidus and TSMC expand advanced chip production.

TSMC's equipment requirements grew 1.9 times in six months, validating ASML's aggressive capacity expansion.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

European indexes edged higher in early trade, with AI-related stocks gaining, software stocks falling and the Europe-wide Stoxx 600 in positive territory.

The latest trading day saw ASML (ASML) settling at $1, representing a -2.15% change from its previous close.

Protolabs (PRLB) CEO and President Suresh Krishna joins Market Domination's Josh Lipton to discuss the Trump administration considering additional semiconductor tariffs and the American reshoring of manufacturing.

Frank Rohmund, CEO of Zeiss SMT, a key supplier to ASML's EUV lithography machines, sayd he expects that Beijing will need 15 years to develop EUV lithography machine, and additional export controls will only accelerates innovation in China. He speaks with Bloomberg's Stephen Engle on the sidelines of Semicon Taiwan.

Japanese stocks were lower in early trade as concerns over the Iran war and higher energy costs continue.

ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.

ASML's EUV dominance, rising AI chip demand and High-NA systems position it to capitalize on the semiconductor investment cycle.

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

ASML has a technological monopoly, but is that enough to be a better buy?

ASML Holding (NasdaqGS:ASML) continues to draw investor attention after recent share price moves, with the stock now around $1,696.16 and a market value near $665b. The company’s long term total returns remain a central focus. Recent trading has been choppy for ASML Holding, with the share price down 2.24% over the last day and 3.83% over the past week, yet still showing a 9.38% 1 month share price return and a 45.75% year to date share price return. The 1 year total shareholder return of...

In the closing of the recent trading day, ASML (ASML) stood at $1, denoting a -2.24% move from the preceding trading day.

Past patterns suggest that investors are heading into a rough month, but holding steady and staying in the market pays off over the long run.

ASML Holding (ENXTAM:ASML) is highlighted as the sole supplier of the advanced lithography tools used in high bandwidth memory chip production during an ongoing global shortage. Industry commentary links the structural shortfall in high bandwidth memory chips to sharply higher demand from AI data centers and constrained manufacturing capacity. ASML's equipment is described as essential for producing leading edge semiconductors that underpin AI workloads and related infrastructure. The focus...

Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the […]

European indexes rallied in a strong open. Banking stocks rose to recover some of Thursday's losses as the Europe-wide Stoxx 600 adds 0.6%. Luxury stocks rose in Paris, pushing the CAC 40 up 1%. EssilorLuxottica led the index, up 2.

<p>The coming shortage for memory chips from high-bandwidth memory chips needed for AI to the those needed for laptops and gaming consoles isn’t going away anytime soon according to Kurv’s Howard Chan on the latest episode of <em>Behind the Ticker</em>. </p>

Strong equipment demand survived the selloff, but extraordinary expectations left no room for a routine gain.

The memory industry is driving solid growth in demand for ASML's machines.

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Japanese stocks rose after Nvidia’s strong quarterly results alleviated concerns about the sustainability of AI-related spending.

The equipment monopoly needs chipmakers to convert accelerator demand into years of factory investment.