Chip Stocks Rally After Samsung Labor Talks Collapse
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Chip Stocks Rally After Samsung Labor Talks Collapse
The booming global semiconductor market will be "tense" with tight supply for the foreseeable future, the head of chip-making machine giant ASML told Reuters, with demand from AI, satellites and robots outpacing what the industry can produce. In a rare interview on the sidelines of a tech event in Antwerp, ASML Chief Executive Christophe Fouquet said that there would likely be sporadic bottlenecks throughout the supply chain of the chip market which could hit $1.5 trillion by 2030. "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," Fouquet said, citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand.
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The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

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.
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 ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...
ASML Holding NV (NASDAQ:ASML) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 5, together with six other technology companies headquartered in Europe, ASML Holding NV (NASDAQ:ASML) cosigned a piece calling for swift government action across Europe. In the opinion piece, the technology companies urge governments […]
The S&P 500 Index ($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...
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.
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...
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Strong Buy S&P 500 Stocks to Invest In. On May 4, 2026, Seaport Research initiated coverage of Applied Materials, Inc. (NASDAQ:AMAT) with a Buy rating and a $500 price target. The firm said the company is among the best-positioned global WFE suppliers, noting that while it […]
(Bloomberg) -- A strong earnings season is hiding tougher times ahead for European stocks as the effects of the Iran war make it harder for companies to meet lofty profit expectations in the quarters to come.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran Weigh Potential D
ASML Holding (NASDAQ:ASML) is one of the best growth stocks to invest in for the next 2 years. On May 4, ASML released a regular update regarding the execution of its current share buyback program, which was originally announced on January 28. The latest report details a series of transactions conducted between April 27 and […]
KLA (NasdaqGS:KLAC) is highlighted as a key supplier as AI driven semiconductor demand strains global equipment capacity. The company, alongside peers such as ASML and Lam Research, is reported to be running at or near full capacity as chipmakers scale advanced AI manufacturing. Industry wide bottlenecks in critical inspection and process control tools raise questions about how quickly new AI focused fabs can be equipped. KLA sits at the center of this buildout, supplying inspection and...
If you are wondering whether ASML Holding is priced for perfection or still offers value, a good starting point is to understand what the recent share performance is actually telling you. The stock last closed at €1,229.00, with returns of 4.9% over 7 days, 5.9% over 30 days, 24.6% year to date and 106.0% over 1 year. This naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on ASML Holding's central role in supplying equipment...
Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd
Is ASML a good stock to buy? We came across a bullish thesis on ASML Holding N.V. on Grillo Insights’s Substack by Eric García. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.’s share was trading at $1,458.97 as of April 21st. ASML’s trailing and forward P/E were 48.06 and 41.15 respectively […]
Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations
ASML Holding N.V. (NASDAQ:ASML) is one of the best stocks to buy in a rising market, according to Wall Street analysts. On April 15, Chief Executive Officer Christophe Fouquet reiterated that ASML Holding N.V. (NASDAQ:ASML) order intake remains strong as demand for chips continues to outpace supply, with customers accelerating capacity expansion. Consequently, second-quarter net […]
TSMC (NYSE:TSM) has decided to delay deployment of ASML’s high numerical aperture EUV lithography machines for several years. The company plans to keep pushing its current EUV and DUV tools for upcoming chip generations instead of moving quickly to the newest gear. At the same time, TSMC is expanding partnerships around next generation AI silicon design with key industry customers and ecosystem players. This shift affects how quickly leading edge manufacturing and AI focused chips may roll...
ASML Holding (ENXTAM:ASML) raised its 2026 revenue projections on strong AI infrastructure and memory chip demand, as large orders from SK Hynix and Samsung offset timing uncertainty from TSMC’s delayed high NA EUV adoption. See our latest analysis for ASML Holding. The share price has moved with recent news, with a 2.5% 1-day share price return and 5.29% 30-day share price return, while the 1-year total shareholder return of 102.36% highlights strong longer-term momentum. If strong AI demand...
ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Based on the average brokerage recommendation (ABR), ASML (ASML) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?