Stocktwits72d agobullish
ASML Eyes Price Increases On Chip Tools After Upbeat Q2 Earnings, Says ReportASML’s plans to hike prices on its tools are already drawing pushback from its largest customer, TSMC, The Information reported.
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Reuters72d agoneutral
ASML has room to raise prices, CFO saysASML has room to raise prices for some of its chipmaking equipment, its chief financial officer said on Wednesday, after an earnings report in which it said its capacity to produce cutting-edge EUV tools is nearly fully booked through the end of 2027. CFO Roger Dassen said on a call with analysts that the current environment gives the company "better pricing power" and "a pretty strong runway for potential price improvements going forward". Tech news site the Information reported earlier on Wednesday that ASML was meeting resistance from Taiwan Semiconductor Manufacturing Co in talks on price raises, citing people familiar with the discussions.
FreightWaves72d agoneutral
AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW TodaySummaryView Transcript As Q2 earnings season kicks off, the spotlight is on big banks and tech giants like Taiwan Semiconductor. Christopher Versace, CIO of Tematica Research, breaks down why surging AI demand means data center capacity is already ‘tapped out,’ even with clients willing to pay double. Learn why this differs from the dot-com bubble […] The post AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW Today appeared first on FreightWaves.
Zacks72d agoneutral
5 Key Charts to Start Q2 Earnings SeasonThe big banks crushed earnings. Will other companies join in the party?
24/7 Wall St.72d agoneutral
NVIDIA CEO Jensen Haung: Our Next Product Is on Pace for “Giant” Sales VolumesJensen Huang just staked his credibility on a single word to silence delay concerns about Vera Rubin, and Wall Street is already reworking its price assumptions in response.
Yahoo Finance Video72d agoneutralVIDEO
From bubbles to bottlenecks, what Wall Street is thinking about AIAfter ASML Holding (ASML) raised its full-year sales guidance, HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.
24/7 Wall St.72d agobullish
Here’s the Clear Reason to Buy Intel Before Its July 23 Earnings ReportIntel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.
GuruFocus.com72d agoneutral
ASML Raises Forecast Again on AI Chip DemandSecond-quarter sales and margin beat guidance as customers accelerate capacity plans
Insider Monkey72d agoneutral
How Meta Platforms (META) Is Strengthening Its AI Infrastructure With Custom Chips and Massive Computing ExpansionMeta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]
Reuters Videos72d agoneutralVIDEO
ASML raises 2026 forecast, expands capacity on AI chip demand<body><p>STORY: ASML raised its 2026 financial forecasts on Wednesday after better-than-expected Q2 earnings. </p><p>The world's biggest supplier of computer chip manufacturing equipment also said it would increase capacity as AI demand boosts revenue. </p><p>ASML now expects this year's net revenue to reach up to $51 billion, a 16% forecast increase.</p><p>And Q2 revenue hit over $10.6 billion which topped analyst estimates. </p><p>With one calling the earnings “blowout results across the board.”</p><p>The Dutch company is the world's only maker of extreme ultraviolet lithography (EUV) tools, which are essential for making cutting-edge chips. </p><p>Its customers, including TSMC, Samsung and SK Hynix, are racing to add capacity for AI-related demand.</p><p>ASML said it intended to expand capacity by 30% in each of the next two years for its flagship EUV tools…</p><p>As well as for deep ultraviolet (DUV) tools needed for less advanced chips and by customers in China.</p><p>Investors liked what they heard from ASML and shares were up over 5% in early trade. </p></body>
Barrons.com72d agoneutral
Time to Rethink Emerging Market Winners. Why a Broad Index Won’t Cut It.Sharp pros are giving fresh attention to Brazil, India, and parts of Africa. Focused China plays could work, too.
Bloomberg72d agoneutral
ASML Raises Full-Year Outlook as AI Boosts Demand at Chipmakers(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov
Reuters72d agoneutral
ASML tops Q2 estimates on AI chip demandASML, the world's biggest supplier of equipment used to manufacture computer chips, on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from makers of artificial intelligence chips offset uncertainty over sales to China. Revenue for the three months ended June 30 was 9.33 billion euros ($10.90 billion), compared with the 8.80 billion euros expected by analysts, according to LSEG median estimates. Net income was 2.92 billion euros, compared with the 2.62 billion euros expected, according to LSEG data.
The Wall Street Journal73d agoneutral
Earnings, Warsh Testimony: What to Watch the Rest of the WeekToday Earnings: Johnson & Johnson, Morgan Stanley, BlackRock, PNC Financial Services, Conagra, Cintas, United Airlines, Bank of New York Mellon, Elevance Health, J.B. Hunt, ASML Economic data: Producer-price index data for June, Empire State manufacturing survey, EIA weekly petroleum status report, Fed beige book.
Insider Monkey73d agoneutral
Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO SaysWe recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Ray Dalio’s best stocks to buy. On June 4, WSJ reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Chief Executive C.C. Wei told shareholders the company is not losing its edge in next-generation chip […]
Barrons.com73d agoneutral
ASML Stock Rises Ahead of Earnings with Eyes on Potential Sales BoostASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.
GuruFocus.com73d agoneutral
Wedbush Delivers an Urgent Message for TSMC Stock InvestorsTaiwan Semiconductor May Raise Chip Prices for the First Time in Years
24/7 Wall St.73d agoneutral
The Great Tech Rotation Just Triggered a Flawless Entry Point Into the World’s Ultimate Hardware PlayEvery serious AI chip on earth runs through one foundry, yet most investors are still sleeping on the infrastructure play hiding in plain sight. Here is why a recent macro selloff turned into a buying opportunity that is hard to ignore.
Barchart73d agoneutral
Taiwan Semi Is an Attractive Stock But Poses Some RiskChina could take steps that would cripple Taiwan Semi.
Motley Fool73d agobullish
Buying TSMC Stock Before July 16 Just Became a No-Brainer Due to This Massive NewsTSMC's June revenue report suggests that the stock is poised for bigger gains in the second half of 2026.
24/7 Wall St.73d agoneutral
The 1 Number That Sets the Record Straight on AI Chip Demand: $75 BillionOne number buried in NVIDIA's latest earnings filing cuts through all the noise about whether the AI infrastructure boom is real or hype, and it points to something far bigger than most investors are pricing in.
Bloomberg73d agoneutral
SK Hynix Early ADR Options Trading Leans to Short-Term Contracts(Bloomberg) -- Options on SK Hynix Inc.’s American Depository Receipts began trading on US options exchanges Tuesday, giving traders in the world’s largest derivatives market easier access to the volatile South Korean memory chipmaker. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge
Simply Wall St.73d agobullish
Applied Materials (AMAT) Lands 10 Year TSMC AI Packaging PartnershipApplied Materials (NasdaqGS:AMAT) has entered a new 10 year partnership with Taiwan Semiconductor Manufacturing Company focused on advanced AI chip packaging. The agreement is tied to AI driven infrastructure investment and shifting industry cash flows toward chip equipment suppliers. The deal underscores long term demand visibility for Applied Materials’ tools within TSMC’s AI related production plans. Applied Materials sits at the center of the semiconductor equipment industry, supplying...
24/7 Wall St.73d agoneutral
AI’s Biggest Winners Are Creating Its Biggest Losers. Here’s What It Means for InvestorsEvery record-breaking chip sale and soaring data center budget is quietly starving another corner of the tech economy, and corporate earnings are starting to expose which companies are caught on the wrong side of that divide.
Barchart73d agoneutral
Meta Platforms Is Moving Closer to Controlling Its AI Supply Chain. Here’s What the Company Is Planning.Meta Platforms (META) is moving another step closer to building its AI future on its own technology. According to a recent Reuters report, the company plans to begin production of its custom AI chip named “Iris” beginning in September. The chip is expected to support Meta’s growing AI ambitions as...
Investing.com73d agoneutral
Why these two earnings reports could be "tone-setting" for the chip sectorInvesting.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.
Investopedia73d agoneutral
Here’s How Much TSMC Stock Is Expected to Move After EarningsTSMC, the world’s largest contract chip manufacturer, is set to report earnings Thursday, with traders expecting a big move from the stock.