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Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to […]

Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC’s strong revenue update. The year-to-date share price return of 57.56% and 1-year total...

The machines behind every advanced artificial intelligence chip in production come from one company, and its stock just dropped 18% in a single month. If you hold shares in any AI company, this Dutch firm’s technology sits at the foundation of every chip powering those investments. ASML Holding, ...

A customer's robust sales are fueling the rally.

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

Use this test to identify a top dog and first-mover in an important, emerging industry.

Find insight on TSMC, Axiata, Apple and more in the latest Market Talks covering technology, media and telecom.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share.

These might be the two best chip stocks, period.

Chip designers have one distinct advantage.

TSMC's accelerating monthly sales reinforce ASML's decision to expand lithography capacity by approximately 30% annually.

A Chinese company is reportedly manufacturing its own DUV systems.

A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.

Shares of semiconductor tool makers jumped after Taiwan Semiconductor posted a jump in revenue for July.

The AI-focused hedge fund has now committed $500 million to Source Foundry, a Stanford-founded startup aiming to challenge ASML in chip manufacturing equipment

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

ASML Holding stock has delivered strong returns over recent years, yet the current valuation screens as expensive on standard checks, which raises questions about how much of the story is already reflected in the share price. Over the past 3 years ASML Holding has returned 168.7%, which puts recent weakness into context and shows how much the stock has already rewarded long term holders. Expectations around ASML Holding's ability to sustain profitable growth in semiconductor equipment can...

ASML Holding (ENXTAM:ASML) faces a new challenger as chipmaking startup Source Foundry secures substantial funding to develop lithography equipment for advanced semiconductors. The well financed entrant is targeting bottlenecks in AI chip production, directly addressing a core area of ASML's current business focus. Investors are weighing how fresh capital and technical ambitions at Source Foundry could influence competition in high end lithography tools over the longer term. For a fuller...

Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror.

Source Foundry, a chipmaking startup reportedly valued at $5 billion, has secured fresh investment from hedge fund Situational Awareness as it seeks to reinvent semiconductor manufacturing. Situational Awareness Bets Big on Chip Startup Situational Awareness has invested $500 million in...

Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter.

These supporting stocks often get ignored in favor of higher-profile names.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

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Decentralized crypto exchange PancakeSwap (CRYPTO: $CAKE) expanded its tokenized equities offering on Thursday, lis...

The Texas complex aims to produce more than one terawatt of AI computing capacity annually.

Nuclear play Constellation Energy jumped about 7% Thursday morning after beating analyst views on earnings and profits.

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.

European stock indexes rose in early trade as earnings stories drove increases. The Europe-wide Stoxx 600 added 0.3%, led by consumer-facing stocks and healthcare. London's FTSE 100 moved 0.3% higher, led by a 10.