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China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.
ASML's stronger price performance, favorable valuation and rising earnings estimates give it the edge over AAOI in this tech-stock faceoff.
Find insight on TSMC, ASML, SAP and more in the latest Market Talks covering technology, media and telecom.
ASML matters more to the booming AI market than the top GPU maker.
Applied Materials' AGS business achieves record revenues and expanding margins, with growth fueled by subscription services, parts demand and rising fab utilization.
Nvidia will report its second-quarter results after the US market closes on Wednesday, with analysts expecting revenue of roughly $92 billion (€78.8bn) and investors treating the chipmaker's guidance as a verdict on whether the AI rally still has room to run.View on euronews
Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.
STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.
ASML Holding stock has delivered a strong 151.9% return over the past three years. However, the valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate that implies a premium to current fundamentals, while market multiples screen the shares more favourably. Over the last three years ASML Holding has returned 151.9%, which puts extra focus on whether today’s price still leaves a comfortable margin between expectations and execution risk. Ongoing demand for...
When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that uncertainty targets a very different set of companies than most portfolios hold.
Shares of semiconductor companies were in green territory on Tuesday following Monday's selloff. Chinese tech giant Alibaba said it planned to raise $10.2 billion to invest in artificial intelligence, weighing on global chip stocks on Monday.
STOCKS 0011 GMT — Japanese stocks are lower after U.S. technology shares fell overnight. Chip and other electronics stocks lead declines. Kioxia Holdings falls 2.8%, Advantest is 3.6% lower and Panasonic Holdings is down 4.
Canon is quietly aiming its nanoimprint technology at the exact wafer segments ASML prefers to ignore, and a single memory design win could rewrite the competitive math for fab equipment investors.
European stock indexes were largely lower at the open with, with the Europe-wide Stoxx 600 down 0.15%, as AI-related shares underperformed.
The AI boom has crowned two near-unassailable monopolies in semiconductors, but when hyperscaler budgets tighten and rivals scramble to break their grip, only one of these giants may prove truly unconquerable.
The world’s largest chipmaker, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported July revenue of NT$467.58 billion, or about $14.5 billion, up by 45% from a year earlier. That’s actually ahead of the company’s own recently raised full-year guidance of slightly above 40% growth in dollar terms. Chairman C.C. Wei called AI-related demand “extremely robust.” European […]
European indexes largely rose at market open, with the Europe-wide Stoxx 600 lifted by the banking sector.
A larger foundry budget strengthens demand visibility for the machines required to manufacture advanced AI processors.
TSMC and ASML are two of the more important companies in the chip realm.
ASML stock is pulling back in a base after a two-week rally. The chip equipment maker sees strong demand.
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here is what the gap between Applied Materials, Lam Research, and KLA signals about where the trade goes next.
ASML Holding (ENXTAM:ASML) is drawing fresh attention as memory makers move to next generation DRAM nodes for HBM4, DDR5, GDDR7 and 3D DRAM production. Leading DRAM suppliers are aligning new manufacturing roadmaps with wider use of extreme ultraviolet lithography and related tools supplied by ASML. The shift is closely tied to demand for advanced memory used in AI workloads and hyperscale data centers, where faster and denser DRAM is a key bottleneck. This positions ASML's technology as a...
European stock indexes largely slipped, with technology and industrial stocks falling, as higher oil prices and borrowing costs weighed.
ASML's AI-fueled EUV growth and strong outlook remain compelling, but a premium valuation, debt and rising competition argue for patience.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.17%, and September E-mini...
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