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NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]
Broader headwinds in the AI sector weighed on ASML as well as a pair of key news reports.
LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.
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,...
Shares had fallen on reports China has begun producing domestic DUV chipmaking tools
Micron Technology (NASDAQ:MU) has had one of the wildest rides in the market this year. The stock is still up roughly 190% in 2026, but it has also fallen more than 25% from the all-time high it set in late June, including an approximate 9% single-day drop on July 28 as chip stocks sold off […]
ASML raised its interim dividend 17% year-over-year, with a payout ratio below 30%, signaling confidence as sales growth and 2026 guidance remain strong despite China market risks.
Both companies play important roles in the building boom from artificial intelligence.
Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised guidance actually implies.
(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
ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
FTRE, ASML and KLAC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 31, 2026.
ASML is already planning a big production expansion over the next two years.
Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.
ASML, IVZ, C, KLAC and CAKE have been added to the Zacks Rank #1 (Strong Buy) List on July 31, 2026.
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
ASML's technological lead and plans for 30% more advanced DUV capacity may limit China's near-term competitive impact.
China’s breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc. (NASDAQ:AMD) despite strong fundamentals. An announcement from a manufacturing facility in Shanghai on July 27, 2026, caused a severe summer downturn for the AI semiconductor market. State-supported Shanghai Aishengna reported the production of homegrown immersion deep ultraviolet (DUV) […]
Taiwan Semiconductor has an edge over ASML on valuation, price gains and analyst sentiment even as both benefit from rising AI-chip demand.
ASML Holding (NasdaqGS:ASML) has drawn investor attention after recent share price pressure, with the stock down about 12% over the past month and 12% over the past 3 months. That short term weakness contrasts with its longer term returns. See our latest analysis for ASML Holding. The recent 1 day share price decline of 4.37% and 7 day fall of 12.13% add to the 30 day drop of 11.79%, yet ASML Holding still shows stronger momentum over longer horizons, with a 36.02% year to date share price...
A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Investing.com -- Capital Economics told clients in a note Wednesday that the recent selloff in AI-linked tech giants is being driven by fear rather than hard evidence, and it expects the rally to resume, at least for now.
During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.
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