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ASML Holding N.V. (ASML) Remains at the Center of Semiconductor Trade Tensions
Insider Monkey29d agoneutral
ASML Holding N.V. (ASML) Remains at the Center of Semiconductor Trade Tensions

ASML Holding N.V. (NASDAQ:ASML) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On July 6, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) remains at the center of semiconductor trade tensions as Dutch Trade Minister Sjoerd Sjoerdsma begins a three-day trade mission to China. Reuters said Sjoerdsma […]

Bloomberg30d 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

ASML (ENXTAM:ASML) Faces Fresh China Risk From New U.S. Export Controls
Simply Wall St.30d agoneutral
ASML (ENXTAM:ASML) Faces Fresh China Risk From New U.S. Export Controls

U.S. lawmakers are advancing new export controls legislation that could tighten restrictions on advanced chipmaking equipment sales to China. The proposal would encourage U.S. allies to align more closely on limits for technologies used in semiconductor production. ASML Holding, traded as ENXTAM:ASML, may see its China business affected, particularly for less-advanced DUV tools that are currently allowed to be sold. ASML Holding sits at the center of global chip production, and any shift in...

Chip toolmaker ASML expected to shine light on capacity and China challenges
Reuters30d agoneutral
Chip toolmaker ASML expected to shine light on capacity and China challenges

ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

Week ahead: Earnings season shifts into high gear as inflation looms
Proactive31d agoneutral
Week ahead: Earnings season shifts into high gear as inflation looms

Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and closely watched testimony from Federal Reserve Chair Kevin Warsh. The week kicks off with a flood of bank earnings. JPMorgan Chase,...

This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings
24/7 Wall St.31d agobullish
This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

Own ASML Holding (NASDAQ:ASML) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is still underpricing. The thesis rests on the fact that ASML is the only company on earth that sells EUV lithography, at a moment when its own CFO ... This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

European Chip Stocks Skid After SK Hynix Nasdaq Debut
Barrons.com31d agoneutral
European Chip Stocks Skid After SK Hynix Nasdaq Debut

Shares of European semiconductor companies started the week in the red following SK Hynix's Nasdaq debut last week. While the South Korean chip maker's American depository receipts closed nearly 13% higher on Friday in New York, investors sold off the stock in Seoul on Monday.

ASML (NasdaqGS:ASML) Stock Looks Strong On Returns But Pricey On Earnings
Simply Wall St.33d agoneutral
ASML (NasdaqGS:ASML) Stock Looks Strong On Returns But Pricey On Earnings

ASML Holding has delivered a strong 171.8% return over the past five years, yet its current valuation checks lean expensive, creating a clear tension between recent share price strength and what the numbers suggest about value. Over 5 years, ASML Holding has returned 171.8%, which puts long-term holders in a strong position and raises the bar for what future performance would need to justify the current price. Recent analyst optimism tied to AI driven demand for ASML Holding’s lithography...

ASML Holding (NasdaqGS:ASML) Rallies On Chip Demand Narrative Following Questions Over Valuation
Simply Wall St.33d agobullish
ASML Holding (NasdaqGS:ASML) Rallies On Chip Demand Narrative Following Questions Over Valuation

ASML Holding (NasdaqGS:ASML) continues to draw attention as investors weigh its recent share performance, with the stock up 3.6% over the past month and 21.6% over the past 3 months. See our latest analysis for ASML Holding. With the latest share price at US$1,797.32, ASML Holding has paired a 3.6% 30 day share price return with stronger 21.6% 90 day momentum, while the 1 year total shareholder return of 125.6% and 3 year total shareholder return of 143.6% point to substantial longer term...

XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
24/7 Wall St.33d agoneutral
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?