Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
↗️ Nvidia (NVDA): The AI chip company is in talks to provide a $250 billion backstop to OpenAI to fund a massive data-center project, WSJ reported. Shares ticked up in premarket trading along with other chip stocks.
ASML Holding’s share price has surged over the past few years and now sits in a zone where recent valuation checks suggest the stock no longer looks like a clear bargain, even as strong industry demand and high profile customer wins keep expectations elevated. ASML Holding has returned about 150% over the past 3 years, which puts extra focus on whether current buyers are paying a full price for that success. Progress in High NA EUV adoption at customers like Intel can support high...
Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.
Semiconductor stocks have made investors’ fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names. Names like the VanEck Semiconductor ETF (NASDAQ:SMH), Corgi Lithography & Semiconductor Photonics ETF (BATS:EUV), and the iShares MSCI Taiwan ETF (NYSEARCA:EWT) delivered solid gains earlier this year, only to take a breather in the past ... AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On
A 35-year-old institutional powerhouse just made its first move into the ETF market, betting that quality stock picking in developed markets abroad can justify a fee 23 times higher than its cheapest rival.
ASML is the IBD Stock Of The Day as the Dutch semiconductor equipment giant holds strong after its beat-and-raise Q2 earnings report.
ASML's EUV dominance and next-gen High-NA systems position it to benefit as AI demand drives advanced chip production.
The average brokerage recommendation (ABR) for ASML (ASML) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Recently, Zacks.com users have been paying close attention to ASML (ASML). This makes it worthwhile to examine what the stock has in store.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Ichor's AI-driven etch and deposition exposure is strengthening demand, while proprietary content and lower-cost production could lift margins.
AI demand is driving Taiwan Semiconductor's rapid growth as higher revenue guidance and expanded capacity plans highlight the chip industry's strong momentum.
Samsung Electronics is in talks to invest in French artificial intelligence startup Mistral AI, the
ASML just raised guidance by a huge amount.
ASML Holding N.V. recently reported second-quarter 2026 results showing higher revenue and earnings versus a year earlier, raised its full-year 2026 net sales guidance to between €43.00 billion and €45.00 billion, confirmed third-quarter guidance of €11.00 billion to €12.00 billion in net sales, and declared an interim 2026 dividend of €1.88 per share payable on August 5, 2026. Alongside these results, ASML highlighted that Intel Foundry has entered high-volume manufacturing of select Intel...
ASML finally caught a tailwind from the AI boom.
Analysts believe the raised revenue outlook is good news for memory chipmakers.
Micron shares have fallen sharply despite explosive growth in its data center and cloud memory businesses.
ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.
The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?
By Tharuniyaa Lakshmi and Purvi Agarwal July 21 (Reuters) - European shares edged higher on Tuesday after kicking off the week on the back foot, as reports of U.S.-Iran mediation efforts pushed oil
In recent years, ASML Holding N.V. (NASDAQ:ASML), the exclusive supplier of commercial extreme ultraviolet (EUV) and High-NA lithography machines, has found itself at the center of geopolitical, technological, and financial pressures swirling around the world. The Netherlands-based corporation enjoys a monopoly on the systems required to build fast processors. This unique position, coupled with the […]
Jim Cramer believes Intel's AI-driven turnaround is only just beginning.
Investing.com -- ASML Holding NV, the world's largest manufacturer of chip-making equipment, plans to provide employees with a €20,000 ($22,838) bonus to encourage them to stay with the company from 2027 through 2030.
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