Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.
ASML Holding raises its 2026 outlook as AI-driven chip demand strengthens, while capacity expansion and pricing flexibility support growth.
(Bloomberg) -- ASML Holding NV plans to raise prices for its chipmaking equipment, setting up a potential clash with its biggest customer Taiwan Semiconductor Manufacturing Co., according to a report in the Information citing people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveBeckham’s IM8
By Tharuniyaa Lakshmi and Johann M Cherian July 16 (Reuters) - European stocks slipped on Thursday as investors assessed a slew of corporate earnings, while escalating tensions in the Middle East
By Stella Qiu SYDNEY, July 16 (Reuters) - Asian shares fell on Thursday as chipmakers stumbled ahead of results from bellwether TSMC, while bonds benefited from another benign reading on U.S.
AI demand drives 30% capacity expansion plans for advanced lithography tools.
Cooler-than-expected producer prices contributed to hopes for easing inflation on Wednesday.
Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
ASML Holding NV (ASML) reports robust Q2 results, exceeding sales and margin expectations, while addressing challenges in pricing and capacity planning.
BlackRock led a major rally in financial stocks. Its assets under management crossed a record $15 trillion for the first time, boosting its shares by 7%. Dealmaking added fuel to Wall Street, with PayPal surging 17% on a reported $53 billion takeover offer from Stripe and Advent.
Investors were watching closely for clues about the staying power of the AI revolution. They got what they were looking for.
ASML’s plans to hike prices on its tools are already drawing pushback from its largest customer, TSMC, The Information reported.
ASML 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.
Strong AI-related demand continues to drive customer spending.
ASML Holding NV (NASDAQ:ASML, XETRA:ASME) shares rose about 3% at the open on Wednesday after the semiconductor equipment maker reported second quarter results that topped expectations and raised its full-year 2026 revenue forecast. The company posted second-quarter revenue of €9.33 billion...
U.S. stocks caught a break this week—and found a window in which to exploit it over the next two weeks—as inflation data suggest a taming of Federal Reserve rate-hike bets and the outlook from a key player in the market for artificial intelligence outpaced Wall Street’s forecasts. Tuesday’s inflation data got the ball rolling, with the softest monthly print since the Covid-19 pandemic and annual gains that fell shy of Wall Street estimates cratering bets on a July Fed rate hike.
The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
US stocks appeared set for a steady start on Wednesday as investors drew confidence from strong bank earnings and a softer-than-expected inflation report the day before, even as oil prices remained elevated following fresh US strikes on Iran. Nasdaq futures were up 0.5% ahead of the opening...
The Dutch chip equipment maker now expects full-year net sales of €43 billion to €45 billion, up from a prior forecast of €36 billion to €40 billion
Semiconductor equipment giant ASML beat estimates for the second quarter and raised its outlook for the full year. ASML stock rose on the news.