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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. […]

Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
24/7 Wall St.47d agoneutral
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.

D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.

GuruFocus.com47d agoneutral
Washington Warns ASML

US Commerce Secretary Lutnick raised concerns that an ASML breached export controls

ASML (ENXTAM:ASML) Faces U.S. Scrutiny Over Alleged China EUV Shipment
Simply Wall St.47d agoneutral
ASML (ENXTAM:ASML) Faces U.S. Scrutiny Over Alleged China EUV Shipment

U.S. officials are reportedly examining whether one of ASML Holding’s most advanced extreme ultraviolet lithography machines was supplied to China in breach of export controls. ASML (ENXTAM:ASML) strongly denies ever shipping EUV systems to China or violating export restrictions. The situation adds pressure to existing U.S. curbs on high end chipmaking tools and raises questions over future regulatory oversight of ASML. ASML Holding sits at the center of global chip production because it is...

Bloomberg47d agoneutral
Stocks Slide as Focus Shifts to Iran Deal Hurdles: Markets Wrap

(Bloomberg) -- Global stocks are ending a strong week on a cautious note as relief over an interim peace deal between the US and Iran gave way to a focus on the significant hurdles that remain to secure a lasting agreement.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealUS and Iran Delay Nuclear Talks as Lebanon Clashes WorsenUS Tells ASML It’s

Investing.com47d agoneutral
U.S.-Iran talks cancelled; oil on pace for weekly decline - what’s moving markets

Investing.com - U.S. stock futures edge lower after a strong rally on Wall Street driven by hopes that a U.S.-Iran peace deal could hold. Oil prices continue to retreat as traders bet the reopening of the Strait of Hormuz will help restore global crude supplies, although the abrupt cancellation of planned U.S.-Iran nuclear talks is raising questions about the durability of the agreement.

Bloomberg48d agoneutral
US Tells ASML It’s Concerned China May Have Top Chip Tool

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

US tells ASML it is concerned China may have top chip tool, Bloomberg News reports
Reuters48d agobearish
US tells ASML it is concerned China may have top chip tool, Bloomberg News reports

U.S. Commerce Secretary Howard ‌Lutnick outlined ‌concerns to Dutch chip-equipment ​firm ASML's senior leaders that one of its top-of-the-line ‌machines may ⁠have made its way into ⁠China, in violation of U.S.-led export ​restrictions, ​Bloomberg ​News reported ‌on Thursday. In a series of meetings, Lutnick expressed concern to ASML executives over ‌the firm's ​extreme ultraviolet ​lithography, ​or EUV ‌machines, the report ​added, ​citing people familiar with the matter. (Reporting ​by ‌Anusha Shah in ​Bengaluru; Editing by ​Muralikumar Anantharaman)

Is ASML (ASML) The Best Undervalued AI Stock?
Insider Monkey49d agoneutral
Is ASML (ASML) The Best Undervalued AI Stock?

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 12,000 Shares Valued at Approximately $15.85 Million (NEW position) ASML Holding (NASDAQ:ASML) makes the machines used to print […]

Investing.com49d agoneutral
ASML hits 52-week high as Intel 18A-P enters risk production

The 18A-P node is an improvement on Intel’s flagship 18A process, offering either 9% higher performance at the same power level or 18% lower power consumption at equivalent performance, along with 20–40% better thermal resistance. Crucially, Intel says the new node is fully design-rule compatible with 18A, meaning existing chip designs can migrate to 18A-P without modification, a feature that could meaningfully lower the barrier for prospective foundry customers.