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Stock Indexes Supported by Strong Demand for Technology Stocks
Barchart36d agoneutral
Stock Indexes Supported by Strong Demand for Technology Stocks

The S&P 500 Index ($SPX ) (SPY ) today is up +0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. September E-mini S&P futures (ESU26 ) are up +0.09%, and September E-mini Nasdaq futures...

Investing.com36d agoneutral
Chip stocks hit record 19.7% of S&P 500, quadrupling since 2020

Nvidia sits at the center of this story as the single largest driver of the sector’s index weight expansion over the past few years amid the AI boom. However, the broadening of the semiconductor trade to include Broadcom, TSCM, ASML, AMD, and more recently memory stocks like Micron and SanDisk has pushed the index higher and higher.

The 2 Hidden Winners in the $9 Trillion Humanoid Robotics Opportunity
24/7 Wall St.36d agoneutral
The 2 Hidden Winners in the $9 Trillion Humanoid Robotics Opportunity

The race to build humanoid robots is accelerating from science fiction to industrial reality. RBC Capital Markets expect the market to grow into a $9 trillion opportunity by 2050, once software, services, and maintenance are included. Most investor attention has centered on companies building the robots themselves. Yet history suggests the biggest long-term winners are ... The 2 Hidden Winners in the $9 Trillion Humanoid Robotics Opportunity

Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Insider Monkey36d agoneutral
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade

Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Cantor Fitzgerald analyst C.J. Muse raised the price target on Applied Materials (NASDAQ: AMAT) to $850.00 (from $650), maintaining an Overweight rating. Despite the PT raise and rating affirmation, the firm sees more […]

FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts
24/7 Wall St.38d agoneutral
FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts

The Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF) pays a semi-annual distribution sourced from dividends of developed-market companies outside the United States. The question for income-focused holders is whether that stream remains durable as energy, banking, and pharma cash flows shift under tariff pressure and Middle East disruption. FNDF tracks the Russell RAFI Developed ... FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payou

ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race
Simply Wall St.38d agoneutral
ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race

ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced semiconductors. The company’s unmatched position in extreme ultraviolet (EUV) lithography is drawing fresh attention as AI related chip demand expands. Recent commentary from industry voices highlights ASML’s influence across global semiconductor supply chains beyond ongoing discussions about export controls. At a current share price of...

ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter
Insider Monkey38d agoneutral
ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter

ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket. Yet another stock on this list that’s part of the “1776 moment” newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the reason the 1776 revolution led to economic prosperity was because it features the intersection of politics, economics […]

Wells Fargo Lifts PT on ASML Holding (ASML) – Here’s Why
Insider Monkey39d agoneutral
Wells Fargo Lifts PT on ASML Holding (ASML) – Here’s Why

ASML Holding N.V. (NASDAQ:ASML) is one of the best trending AI stocks to watch in 2026. Wells Fargo lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to $2,200 from $1,750 on June 22 and maintained an Overweight rating on the shares, telling investors in a research note that the firm anticipates continued positive semi […]

Stocks Pressured by Weakness in Chipmakers
Barchart40d agoneutral
Stocks Pressured by Weakness in Chipmakers

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

European Chip Stocks Fall as AI Selloff Resumes
Barrons.com40d agobearish
European Chip Stocks Fall as AI Selloff Resumes

Shares of European semiconductor companies were following their Asian peers in negative territory as investors ditched stocks linked to artificial intelligence. A strong set of earnings and outlook from Micron Technology late Wednesday failed to reignite a rally in AI stocks on Thursday.

South Korean chip shares surge after Micron flags strong AI-related demand
Reuters42d agobullish
South Korean chip shares surge after Micron flags strong AI-related demand

South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron ‌Technology's quarterly results and forecast beat expectations, boosting optimism ‌over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose ​as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK ‌Hynix's announcement on Wednesday ⁠of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, ⁠as it seeks to capitalise on strong investor appetite for AI stocks.

Europe is pushing back on Washington’s chip war
TechCrunch42d agoneutral
Europe is pushing back on Washington’s chip war

As ASML CEO Christophe Fouquet told TechCrunch in May, what China can currently buy are older-generation deep ultraviolet tools — gear first shipped about a decade ago — the same machines the MATCH Act would now put off limits.

Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Reuters42d agobullish
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

ASML Holding (ASML): The Best All-Time High Stock with Legs to Rally Further
Insider Monkey42d agobullish
ASML Holding (ASML): The Best All-Time High Stock with Legs to Rally Further

ASML Holding N.V. (NASDAQ:ASML) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 22, 2026, BofA raised its price target on ASML Holding N.V. (NASDAQ:ASML) to $2,345 from $2,268 and maintained a Buy rating. The firm increased its calendar 2027 and 2028 EPS estimates by 1% and 5%, respectively, […]

ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Insider Monkey42d agoneutral
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks

We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks. ASML Holding N.V. (NASDAQ:ASML) is one of the most important firms in the world due to its ability to make advanced chip manufacturing machines. It has been present in Appaloosa Management’s 13F holdings […]