Notícias

On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V. (NASDAQ:ASML) announced a collaborative industry initiative to transition the semiconductor sector to a 12-inch Extreme Ultraviolet (EUV) photomask format. Currently, chipmakers use 6-inch masks for High NA EUV systems. Shifting to 12-inch photomasks aims to boost scanner productivity, eliminate stitching constraints on […]

Customer adoption strengthens ASML's monopoly while shifting attention toward throughput, installation schedules and manufacturing returns.

Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t participate.”

European stock indexes opened in the red, with higher borrowing costs and high oil prices weighing on sentiment.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...

Taiwan’s Taiex gained as continued positive sentiment around AI and tech stocks on Wall Street sent the Nasdaq to another record high.

ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.

ASML (ASML) is not making sales of chipmaking machines in Europe due to a dearth of investment and c

AI and data-center spending now sit at the crossroads of higher rates, fragile growth and jumpy energy markets, which is exactly where big shifts in market leadership are often born. Investors focused only on rate-sensitive sectors risk missing how capital keeps flowing toward the plumbing behind AI. This article walks through 3 stocks exposed to this news backdrop and explains why each could be worth a closer look or a wider berth. The stocks covered below are just a starting sample, since...

Deeptech company Morphotonics raises €40M from investors including 3M Ventures, Innovation Industries, BOM, and Invest-NL.

Over the past couple of weeks, several industry experts have been speaking out about the potential dangers of artificial intelligence. Our experts have been looking to answer the questions on everybody's minds, including if the AI boom is facing an imminent slowdown, or are market fears completely overblown? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith broke down why investors are panicking over hardware spending and data center valuations while software companies continue to adapt. Learn how shifting capital and geopolitical risks are actually reshaping investment strategies across the entire tech industry, as well as where you can find some of the best AI investing opportunities by choosing the right stocks.

The latest trading day saw ASML (ASML) settling at $1, representing a +1.87% change from its previous close.

Demand visibility is exceptional; assembly execution determines whether it becomes 2028 revenue.

ASML Holding stock: why fresh chip alliances are back in focus ASML Holding (ENXTAM:ASML) has landed a cluster of high profile partnerships with TSMC, Samsung, Intel and Xanadu that pushes its High NA EUV and quantum oriented lithography deeper into next generation chipmaking. These fresh agreements are landing after a powerful run in ASML Holding’s share price, with a year to date share price return of 46.61% and a 1 year total shareholder return of 79.51%. However, momentum has cooled over...

Find insight on semiconductor companies and more in the latest Market Talks covering Technology, Media and Telecom.

Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

Europe’s indexes all gained at the open, retracing some of Friday’s sharp losses. Banks and technology stocks rose, while energy-sensitive stocks were supported by a fall in oil prices.

Arm trades at a 125x forward P/E versus ASML's 27.9x, yet both command premium valuations for their monopolistic positions in mobile and chip manufacturing, respectively.

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

Any slowdown in future demand could hit ASML the hardest, since it makes the building blocks of the factories that produce AI chips.

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

AMD shares rose more than 6% and Intel surged nearly 8% on Thursday, Sept. 18, after the Fed's rate decision, as investors rotated back into AI-chip stocks beyond NVIDIA.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

Japanese stocks were higher in early trade after a fall in crude oil prices amid eased fears about Middle Eastern supplies.

AI demand has moved ASML's constraint from customer interest to manufacturing throughput.

ASML just dominated another quarter, but Canon and Nikon are quietly carving out a position in chip manufacturing that Wall Street's models barely account for, and one memory giant is already betting on it.

Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Find insight on LG Display, OpenAI, Soitec and more in the latest Market Talks covering Technology, Media and Telecom.