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Chip Stocks Driven Higher by Nvidia Results and Guidance
Barrons.com23d agoneutral
Chip Stocks Driven Higher by Nvidia Results and Guidance

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Chip Stocks Mixed Ahead of Nvidia Earnings
Barrons.com24d agoneutral
Chip Stocks Mixed Ahead of Nvidia Earnings

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

European Indexes Rise as Earnings Drive Markets
Barrons.com44d agoneutral
European Indexes Rise as Earnings Drive Markets

European stock indexes rose in early trade as earnings stories drove increases. The Europe-wide Stoxx 600 added 0.3%, led by consumer-facing stocks and healthcare. London's FTSE 100 moved 0.3% higher, led by a 10.

ASML (ENXTAM:ASML) Just Raised Its Interim Dividend 17% And Backed 2026 Guidance
Simply Wall St.46d agoneutral
ASML (ENXTAM:ASML) Just Raised Its Interim Dividend 17% And Backed 2026 Guidance

ASML Holding raised its interim dividend by 17% year over year, signaling confidence in its cash generation. The company paired the dividend move with strong 2026 revenue guidance, despite ongoing China related risks. The new payout level points to a strengthening income profile for shareholders alongside ASML’s leadership in chipmaking tools. ASML Holding, ticker ENXTAM:ASML, is reinforcing its income story with a higher interim dividend and firmer guidance. The stock trades at €1,419.6,...

Bloomberg49d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(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

Is ASML Extremely Overvalued or a Bargain at 45x Forward Earnings?
Insider Monkey61d agoneutral
Is ASML Extremely Overvalued or a Bargain at 45x Forward Earnings?

In recent years, ASML Holding N.V. (NASDAQ:ASML), the exclusive supplier of commercial extreme ultraviolet (EUV) and High-NA lithography machines, has found itself at the center of geopolitical, technological, and financial pressures swirling around the world. The Netherlands-based corporation enjoys a monopoly on the systems required to build fast processors. This unique position, coupled with the […]

What it will take for Big Tech to wow investors this earnings season
Yahoo Finance Video61d agoneutralVIDEO
What it will take for Big Tech to wow investors this earnings season

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.

TSMC hikes 2026 guidance as AI demand outpaces capacity
TheStreet64d agoneutral
TSMC hikes 2026 guidance as AI demand outpaces capacity

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 ...