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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 […]

ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica
Simply Wall St.43d agoneutral
ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica

The Netherlands has joined the Pax Silica group of U.S.-aligned countries to coordinate AI-related supply chains. This move comes while diplomatic tensions continue over export controls on ASML Holding's advanced equipment sales to China. The decision places ASML at the center of closer Western policy coordination on critical semiconductor and AI infrastructure. ASML Holding (ENXTAM:ASML) sits at the heart of high end chip manufacturing, which makes any policy shift around AI supply chains...

Billionaire Hedge Fund Manager: AI Could Produce the First $10 Trillion Company as We Enter the “Intelligence Age”
24/7 Wall St.43d agoneutral
Billionaire Hedge Fund Manager: AI Could Produce the First $10 Trillion Company as We Enter the “Intelligence Age”

Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on the horizon. Laffont argues AI is the “Intelligence Age,” following the Industrial Age that ran a couple hundred years and the Information Age ... Billionaire Hedge Fund Manager: AI Could Produce the First $10 Trillion Company as We Enter the “Intelligence Age”

Wall Street Is Fixated on 4.2% Inflation: Here Is the 1 Unstoppable AI Kingpin I Keep Accumulating on Repeat
24/7 Wall St.43d agoneutral
Wall Street Is Fixated on 4.2% Inflation: Here Is the 1 Unstoppable AI Kingpin I Keep Accumulating on Repeat

I keep buying ASML (NASDAQ:ASML), and every time Wall Street has a fresh panic attack about 4.2% inflation, I find another reason to hit the button again. The macro crowd is staring at the wrong screen. I am staring at a Dutch lithography company that generates substantial cash because it builds the machines that make ... Wall Street Is Fixated on 4.2% Inflation: Here Is the 1 Unstoppable AI Kingpin I Keep Accumulating on Repeat

If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.
24/7 Wall St.43d agoneutral
If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.

The iShares Core MSCI EAFE ETF (NYSEARCA:IEFA) has quietly become one of the best-performing core holdings in U.S. investor portfolios this year, climbing roughly 10.5% year to date and roughly 24% over the past 12 months to around $97. With 7 basis points in fees and roughly 2,500 developed-market holdings across Europe, Japan, and Australia, ... If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.

ASML Holding N.V. (ASML) Reported Strong Returns in Q1
Insider Monkey43d agoneutral
ASML Holding N.V. (ASML) Reported Strong Returns in Q1

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]

ASML (NasdaqGS:ASML) Denies China EUV Export Allegations As Scrutiny Builds
Simply Wall St.43d agoneutral
ASML (NasdaqGS:ASML) Denies China EUV Export Allegations As Scrutiny Builds

ASML Holding (NasdaqGS:ASML) has firmly denied accusations that its advanced EUV lithography systems were exported to China in breach of export controls. The company reiterated its commitment to complying with all US and international regulations as scrutiny of chip equipment exports remains high. These allegations arise at a time when global authorities are closely reviewing access to cutting edge semiconductor manufacturing tools. ASML Holding sits at the core of the global semiconductor...

European Tech Stocks Join Accelerating Global Selloff
Barrons.com43d agobearish
European Tech Stocks Join Accelerating Global Selloff

A global rout of technology stocks spilled over into Europe in early trading, as investors balked at sky-high valuations in stocks linked to artificial-intelligence. The maker of equipment crucial for the manufacturing of semiconductors tumbled after shares in key customers SK Hynix and Samsung Electronics fell sharply in Asia trade. Dutch peers BE Semiconductor and ASM International fell on the same forces, down 5% and 6%, respectively.

Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life
24/7 Wall St.44d agobullish
Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life

For an investor in their 50s or 60s who wants one technology holding that does not require monitoring, ASML Holding (NASDAQ:ASML) warrants long-term research attention because it is the only company on earth that manufactures the lithography machines required to print advanced chips, and that structural position compounds quietly regardless of which AI winner emerges. ... Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life

Here is What Analysts Are Saying About ASML Holding (ASML)
Insider Monkey44d agoneutral
Here is What Analysts Are Saying About ASML Holding (ASML)

ASML Holding N.V. (NASDAQ:ASML) is one of the best AI memory stocks to buy in 2026. ASML Holding N.V. (NASDAQ:ASML) received a rating update from JPMorgan on June 3. The firm raised the price target on the stock to EUR 1,900 from EUR 1,515 and maintained an Overweight rating on the shares. ASML Holding N.V. […]