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Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.

While record-breaking rallies in tech push the US market (^DJI, ^IXIC, ^GSPC) to new heights in 2026, are retail investors still as engaged with these market dynamics that come with these massive valuations? Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma comment on the latest trends in retail trading activity observed by JPMorgan.

Shares of European semiconductor companies were edging higher after Foxconn reported robust first-quarter revenue and profit and as President Trump brings a delegation of tech CEOs on his trip to China. Foxconn, which generates a significant share of revenue making AI servers for companies like Nvidia, reported 19% growth in net profit to 49.92 billion New Taiwan dollars and 29% growth in revenue to 2.120 trillion New Taiwan dollars. Meanwhile, Trump is meeting Chinese leader Xi Jinping in a summit attended by Nvidia's Jensen Huang, Apple's Tim Cook and Tesla's Elon Musk.

ASML Holding (NasdaqGS:ASML) raised its 2026 net sales outlook, tying its guidance to stronger demand for equipment used in AI-related semiconductor production. At the same time, the company joined other European tech firms in calling on regional governments to move faster on policies that support advanced chip and AI infrastructure. The twin developments highlight ASML's central role in high end chip manufacturing and its growing voice in European technology policy discussions. For...

Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...

ASML trades above its 50-day SMA as AI-driven chip demand supports strong guidance and a solid order backlog, despite a premium valuation.

ASML Holding NV (NASDAQ:ASML) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 5, together with six other technology companies headquartered in Europe, ASML Holding NV (NASDAQ:ASML) cosigned a piece calling for swift government action across Europe. In the opinion piece, the technology companies urge governments […]

ASML Holding N.V. (NASDAQ:ASML) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Answering a caller’s question about the stock, Cramer said: Jeez, you know, now, this is the great problem right now. That stock’s been straight up ever since it […]

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s Institutional Class returned -12.04% in the quarter, compared to -4.22% for the Bloomberg U.S. 1000 Index. Despite recent performance challenges, the Fund maintains a positive outlook on […]

This company is often overshadowed by Nvidia and other chipmakers, but AI chips don't get made without it.

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.

ASML Holding N.V. (NASDAQ:ASML) is one of the best AI enabler stocks to buy now. ASML Holding N.V. (NASDAQ:ASML) is one of the cleaner “picks and shovels” names in AI because its machines sit upstream of the most advanced chips used in AI accelerators, high-bandwidth memory, and leading-edge processors. The latest signal came on April […]

Apple and Intel are reported to be working on a foundry agreement that could trigger a multi billion euro order for ENXTAM:ASML lithography systems. The potential order focuses on next generation chip manufacturing capacity at a time when TSMC is delaying adoption of ASML's latest High-NA EUV systems. This development reinforces ASML's monopoly position in advanced lithography equipment as Western tech companies diversify their manufacturing partnerships. For readers tracking ENXTAM:ASML,...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...

Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.

8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...

LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.

China’s access to advanced chip manufacturing tools is likely to be on the table when Trump and Xi meet later this week.

How ASML Holding (ASML) Has Been Performing Recently ASML Holding (NasdaqGS:ASML) has drawn attention after a mixed short term share price move, with a 1.8% decline over the past day alongside gains of 5.4% for the week and 16.1% over the past month. Over the past 3 months, the stock shows a 7.3% total return. Year to date it is up 30.3%. Looking back 1 year, 3 years and 5 years, total returns stand at 115.6%, 138.4% and 153.0% respectively. See our latest analysis for ASML Holding. For...

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Inflation-Hedge Stocks to Buy for 2026. On May 8, HSBC initiated coverage of Applied Materials, Inc. (NASDAQ:AMAT) with a Buy rating. It also set a $517 price target on the stock. The firm said the company is well-positioned to benefit from growing demand for wafer […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.74%. June E-mini S&P futures (ESM26 ) are up +0.77%, and June E-mini Nasdaq futures...

NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]

Fiery demand for AI stocks like Google, Broadcom, Micron, ASML and ever Caterpillar continues among the best mutual funds.

ASML Holdings NV CEO Christophe Fouquet addressed the company’s position on export controls and dispelled rumors about reverse-engineering of their machines in China. Fouquet, speaking to Tech Crunch on Tuesday, before the Milken Institute Global Conference, said that he is...