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(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank

A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.

July 28 (Reuters) - European shares were subdued on Tuesday as a global selloff in technology stocks was balanced by earnings-driven gains in luxury and consumer stocks, with lower oil prices lending

ASML is the IBD Stock Of The Day as the Dutch semiconductor equipment giant holds strong after its beat-and-raise Q2 earnings report.

Analysts believe the raised revenue outlook is good news for memory chipmakers.

Jim Cramer dumped tech stocks ahead of Intel, Tesla, and Alphabet earnings, reviving bets on the Inverse-Cramer Effect.

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.

Wall Street is looking to earnings season for evidence that the AI trade is tact.

AI stocks have driven stock market direction.

The company plans to expand its capacity by 30% in the next two years.

ASML Holding raised its full-year sales guidance on July 15 for the second time in 2026, and investors treated it as confirmation that the AI buildout still has room to run. A day later, Taiwan Semiconductor Manufacturing (TSM) did almost the same thing, lifting its own 2026 outlook for the second ...

July 17 (Reuters) - Global equity funds attracted inflows for an eighth consecutive week through July 15, as investor risk appetite was lifted by a strong start to the earnings season and cooler U.S.

ASML Holding raises its 2026 outlook as AI-driven chip demand strengthens, while capacity expansion and pricing flexibility support growth.

By Tharuniyaa Lakshmi and Johann M Cherian July 16 (Reuters) - European stocks slipped on Thursday as investors assessed a slew of corporate earnings, while escalating tensions in the Middle East

AI demand drives 30% capacity expansion plans for advanced lithography tools.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

ASML Holding NV (ASML) reports robust Q2 results, exceeding sales and margin expectations, while addressing challenges in pricing and capacity planning.

The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

ASML raised its sales outlook for the second time this year, lifting semiconductor stocks even as oil prices climbed on renewed U.S. military action

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

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.

The focus turns to Wednesday's release of the Producer Price Index and a wave of earnings.

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.

The company’s second upgrade to annual guidance is a sign that companies are scrambling for its semiconductor-making tools in the race to build AI infrastructure.

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

ASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.

ASML Holding is scheduled to release quarterly results Wednesday morning, and traders are anticipating a big move in the chip manufacturing equipment maker’s stock after the report.