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ASML financial guidance includes Terafab plans, CFO says
Reuters31d agoneutral
ASML financial guidance includes Terafab plans, CFO says

Top computer chip equipment maker ASML said its ‌capacity expansion plans in 2027 and ‌2028 unveiled on Wednesday along with second-quarter earnings ​take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas. "We're in dialogue with ‌all our ⁠customers and we know ... what their building plans are," Chief Financial ⁠Officer Roger Dassen said on a call.

ASML's Guidance Is Better Than Expected
Barrons.com31d agoneutral
ASML's Guidance Is Better Than Expected

ASML Holding's sales and margin forecasts for the current quarter are above expectations, Jefferies analysts wrote in a note to clients. The Dutch supplier of semiconductor-making equipment is projecting sales between 11 billion and 12 billion euros in the third quarter.

ASML Q2 Earnings Call Highlights
MarketBeat31d agoneutral
ASML Q2 Earnings Call Highlights

ASML (NASDAQ:ASML) reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e

APA (APA) Stock Looks Cheap Relative To Its Earnings Power
Simply Wall St.31d agoneutral
APA (APA) Stock Looks Cheap Relative To Its Earnings Power

APA stock has logged a 127.5% return over the past five years, and the current valuation checks still point to it screening cheap rather than stretched. That combination of a strong long run and a positive valuation read is drawing attention to whether the recent share price now fully reflects the risks and opportunities around the business. Over five years, APA has returned 127.5%, which puts the current share price in the spotlight as investors assess how much of the story is already...

Aehr Test Systems Q4 Earnings Call Highlights
MarketBeat31d agoneutral
Aehr Test Systems Q4 Earnings Call Highlights

Aehr Test Systems (NASDAQ:AEHR) said it entered fiscal 2027 with record backlog and expects revenue to more than double, citing accelerating demand tied to artificial intelligence processors, silicon photonics and data center infrastructure. President and Chief Executive Officer Gayn Erickson said

JPMorgan cuts earnings forecasts for two major crypto companies
TheStreet31d agobearish
JPMorgan cuts earnings forecasts for two major crypto companies

JPMorgan Chase (NYSE: JPM) trimmed its earnings forecasts for Circle Internet Group (NYSE: CRCL) and Coinbase Global (Nasdaq: COIN) on July 14. Both Circle and Coinbase are two of the world's biggest crypto companies. While the former is best known for its USDC stablecoin, the latter is ...

Elevance Is Overcoming Medicare Advantage Hurdles. Earnings Could Show It.
Barrons.com31d agobearish
Elevance Is Overcoming Medicare Advantage Hurdles. Earnings Could Show It.

Elevance Health is breaking the Medicare Advantage curse, and the insurer’s earnings could show it on Wednesday. Health insurer stocks have rallied this year after a tough run of rising medical costs that hampered earnings in 2024 and 2025. The results come just a day ahead of the monster of the industry, UnitedHealth Group Wall Street will be watching to see if these two companies can keep the momentum going.

Advanced Micro Devices, Inc. (AMD) Stock Surges as Goldman Sees Big Earnings Coming
Insider Monkey31d agobullish
Advanced Micro Devices, Inc. (AMD) Stock Surges as Goldman Sees Big Earnings Coming

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of Ray Dalio’s best stocks to buy. On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450. The firm reiterated a Buy rating. […]

The Detail in IBM’s Earnings Warning That Caused The Stock’s Worst Day Ever
Barrons.com31d agoneutral
The Detail in IBM’s Earnings Warning That Caused The Stock’s Worst Day Ever

IBM stock suffered its worst day ever on Tuesday after the company’s preliminary second-quarter earnings missed analysts’ targets. In a letter to shareholders, CEO Arvind Krishna explained the shortfall was largely driven by the company’s infrastructure business. “What played out was worse than our expectations,” Krishna wrote.