Actualités

(Bloomberg) -- Shares of companies that supply semiconductor equipment are soaring this week as increased investments from leading chipmakers in South Korea bolster investors’ optimism.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of

Lam Research stock and several peers hit record highs as chipmakers invest in new gear amid the AI megatrend.

LRCX has an edge over ASML, with stronger price gains, higher 2026 growth estimates and positive analyst sentiment despite a richer valuation.

ASML Holding (NASDAQ: ASML) and Applied Materials (NASDAQ: AMAT) both posted strong results into the AI capex wave. ASML’s Q1 FY2026 showed lithography dominance translating into pricing power, while Applied Materials’ Q2 FY2026 revealed a sharp cyclical recovery in deposition and etch. The contrast: one sells a monopoly tool, the other sells into a contested ... ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now

The S&P 500 Index ($SPX ) (SPY ) today is up +0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. September E-mini S&P futures (ESU26 ) are up +0.09%, and September E-mini Nasdaq futures...

Cencora (COR) was Smart Insider's stock pick of the week after Chair Mark Durcan bought $1 million i

Nvidia sits at the center of this story as the single largest driver of the sector’s index weight expansion over the past few years amid the AI boom. However, the broadening of the semiconductor trade to include Broadcom, TSCM, ASML, AMD, and more recently memory stocks like Micron and SanDisk has pushed the index higher and higher.

The race to build humanoid robots is accelerating from science fiction to industrial reality. RBC Capital Markets expect the market to grow into a $9 trillion opportunity by 2050, once software, services, and maintenance are included. Most investor attention has centered on companies building the robots themselves. Yet history suggests the biggest long-term winners are ... The 2 Hidden Winners in the $9 Trillion Humanoid Robotics Opportunity

Chipmakers reach unprecedented share of the benchmarkSemiconductor companies now account for a record 19. 7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner.

ASML Holding NV (NASDAQ:ASML) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, ASML Holding NV (NASDAQ:ASML) has seen positive momentum. On June 15, Bernstein analyst David Dai raised the firm’s price target on ASML Holding NV (NASDAQ:ASML) from $1,911 to $1,971 while reaffirming an Outperform rating. The […]

US stocks have been predicted to extend their recovery on Tuesday, as investors approach the final session of a second quarter that has delivered a strong rebound for many risk assets. Futures pointed to a slightly firmer open, with S&P 500 futures up 0.1%, Nasdaq futures up 0.35% and Dow...

Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Cantor Fitzgerald analyst C.J. Muse raised the price target on Applied Materials (NASDAQ: AMAT) to $850.00 (from $650), maintaining an Overweight rating. Despite the PT raise and rating affirmation, the firm sees more […]

By Johann M Cherian and Tharuniyaa Lakshmi June 30 (Reuters) - European shares opened higher on Tuesday and were on track for their biggest quarterly rise in more than five years, boosted by optimism

8.26am: Market analysis Today is the last day of the month, the quarter and the first half of the year, as several analysts are pointing out. It has been the best quarter for global equities in the past six years, "despite the Iran war, disrupted oil and fertilizer flows, and a spike in...

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

ASML is knocking on the door of the $1 trillion club.

The Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF) pays a semi-annual distribution sourced from dividends of developed-market companies outside the United States. The question for income-focused holders is whether that stream remains durable as energy, banking, and pharma cash flows shift under tariff pressure and Middle East disruption. FNDF tracks the Russell RAFI Developed ... FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payou

ASML Holding N.V. (NASDAQ:ASML) is among the Best Semiconductor Stocks. On June 19, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) denied ever shipping an EUV lithography machine to China after concerns raised by US officials. The company said in an emailed statement it had “never shipped an EUV machine to China nor have we shipped […]

ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced semiconductors. The company’s unmatched position in extreme ultraviolet (EUV) lithography is drawing fresh attention as AI related chip demand expands. Recent commentary from industry voices highlights ASML’s influence across global semiconductor supply chains beyond ongoing discussions about export controls. At a current share price of...

Altimetry Research values SpaceX at $1.3 to $1.5 trillion and sees balanced risk, while favoring ASML, Northrop Grumman, and GE Vernova as cleaner plays on AI and space infrastructure.

ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket. Yet another stock on this list that’s part of the “1776 moment” newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the reason the 1776 revolution led to economic prosperity was because it features the intersection of politics, economics […]

ASML Holding N.V. (NASDAQ:ASML) is one of the best trending AI stocks to watch in 2026. Wells Fargo lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to $2,200 from $1,750 on June 22 and maintained an Overweight rating on the shares, telling investors in a research note that the firm anticipates continued positive semi […]

ASML (ASML) closed at $1 in the latest trading session, marking a -2.53% move from the prior day.

ASML's EUV dominance and High-NA leadership position it to benefit as AI drives demand for advanced chips and boosts internal productivity.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.

Shares of European semiconductor companies were following their Asian peers in negative territory as investors ditched stocks linked to artificial intelligence. A strong set of earnings and outlook from Micron Technology late Wednesday failed to reignite a rally in AI stocks on Thursday.

June 25 (Reuters) - European shares opened higher on Thursday, led by gains in technology stocks, as strong forecasts from Micron and Qualcomm assuaged concerns about ballooning valuations in the

7.50am: 3i reveals slower growth for Action 3i Group said its largest portfolio company, Action, remains on track for a good second quarter despite like-for-like sales growth slowing. Ahead of its annual general meeting on Thursday, the FTSE 100-listed private equity investor said European...

South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron ‌Technology's quarterly results and forecast beat expectations, boosting optimism ‌over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose ​as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK ‌Hynix's announcement on Wednesday ⁠of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, ⁠as it seeks to capitalise on strong investor appetite for AI stocks.