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Musk to speak at chip tool giant ASML event ahead of SpaceX IPO
Reuters55d agoneutral
Musk to speak at chip tool giant ASML event ahead of SpaceX IPO

Elon Musk is expected to appear virtually at an event by computer chip ‌equipment giant ASML on Thursday to discuss Terafab, his ‌plan for a massive chipmaking plant to supply Tesla and IPO-bound SpaceX. The pricing of ​the initial public offering of Musk's SpaceX, potentially the largest ever, is expected later on Thursday. "Musk will share his vision on AI, robotics, space, and semiconductor manufacturing," an ASML spokesperson said in a statement.

BofA Remains Bullish on ASML Holding (ASML) – Here’s Why
Insider Monkey57d agoneutral
BofA Remains Bullish on ASML Holding (ASML) – Here’s Why

ASML Holding N.V. (NASDAQ:ASML) is one of the best NASDAQ stocks to buy and hold for 3 years. BofA lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to EUR 1,921 from EUR 1,710 on June 4 and maintained a Buy rating on the shares. The rating update came after the company’s technology conference, with […]

One Factory to Rule Them All: How Musk’s Terafab Could Rewrite the Scale of U.S. Chip Production
24/7 Wall St.57d agoneutral
One Factory to Rule Them All: How Musk’s Terafab Could Rewrite the Scale of U.S. Chip Production

The global race for artificial intelligence supremacy is rapidly becoming a race for semiconductor manufacturing capacity. AI models require vast amounts of computing power, data centers are consuming more chips than ever, and governments are increasingly viewing semiconductor production as a matter of national security. Against that backdrop, Elon Musk has unveiled perhaps the most ... One Factory to Rule Them All: How Musk’s Terafab Could Rewrite the Scale of U.S. Chip Production

Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Multi‑Period Share Price Run
Simply Wall St.57d agoneutral
Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Multi‑Period Share Price Run

ASML Holding stock: recent performance snapshot ASML Holding (NasdaqGS:ASML) has drawn attention after a strong run, with the stock showing a 6.5% move over the past day, about 7.4% over the past week, and near 10% for the month. See our latest analysis for ASML Holding. That sharp recent move fits into a strong trend, with the stock posting a 90 day share price return of 26.43% and a 1 year total shareholder return of 128.60%, suggesting momentum has been building rather than fading. If you...

Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant
24/7 Wall St.57d agoneutral
Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant

Tesla (NASDAQ:TSLA) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this week, Musk described Terafab as a roughly 100 million square foot facility, about 10 times larger than Tesla’s Giga Texas factory, with a long-term output target of ... Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant

Stocks Climb on an AI-Led Rebound
Barchart57d agoneutral
Stocks Climb on an AI-Led Rebound

The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...

ASML Becomes Europe’s Most Valuable Stock As Valuation And Growth Expectations Soar
Simply Wall St.57d agobullish
ASML Becomes Europe’s Most Valuable Stock As Valuation And Growth Expectations Soar

ASML Holding (NasdaqGS:ASML) has become the most valuable European stock ever, setting a new all time high in market capitalization. The move is tied to demand for advanced chip manufacturing equipment and ASML’s position as the only supplier of key EUV lithography systems. The company has raised its full year revenue outlook and highlighted a strong backlog, pointing to solid order visibility from chipmakers. For investors watching ASML Holding (NasdaqGS:ASML), the new valuation milestone...

After Reviewing Every International Developed Market ETF These 3 Cover Japan and Europe Better Than Anything Else
24/7 Wall St.58d agoneutral
After Reviewing Every International Developed Market ETF These 3 Cover Japan and Europe Better Than Anything Else

Japan is having a moment. The MSCI Japan benchmark has delivered an unhedged return of about 13% year to date through late May, while the currency-hedged version has tacked on closer to 18%. That gap is the reason any investor building international developed exposure needs to consider three funds: the iShares MSCI Japan ETF (NYSEARCA:EWJ), ... After Reviewing Every International Developed Market ETF These 3 Cover Japan and Europe Better Than Anything Else

ASML Weighs Musk Terafab Talks Against Valuation And Governance Questions
Simply Wall St.58d agoneutral
ASML Weighs Musk Terafab Talks Against Valuation And Governance Questions

Elon Musk joined ASML Holding’s (ENXTAM:ASML) recent technology conference virtually to discuss chip manufacturing ambitions tied to the proposed Terafab project. Musk and ASML executives held direct talks about supplying advanced lithography equipment for a planned Terafab chip fabrication facility supporting Tesla, SpaceX and xAI. The invitation triggered internal pushback from some ASML employees, who raised concerns about Musk’s involvement and its implications for the company’s values...

Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks
24/7 Wall St.58d agobearish
Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

ASML Holding N.V. (ASML) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Insider Monkey58d agoneutral
ASML Holding N.V. (ASML) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio

ASML Holding N.V. (NASDAQ:ASML) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Chip manufacturing equipment provider ASML Holding N.V. (NASDAQ:ASML) is one of the most consequential firms in the world. Its high-end EUV chip manufacturing machines are the only ones that allow firms to make the latest products. Consequently, ASML […]

Is ASML Holding N.V. (ASML) A Good Stock To Buy Now?
Insider Monkey59d agobullish
Is ASML Holding N.V. (ASML) A Good Stock To Buy Now?

Is ASML a good stock to buy? We came across a bullish thesis on ASML Holding N.V. on Elliot’s Musings’s Substack by Elliot. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.’s share was trading at $1,612.76 as of May 29th. ASML’s trailing and forward P/E were 53.68 and 44.44 respectively according […]

ASML Holding (ENXTAM:ASML) Is Up 5.6% After Sector-Wide AI Chip Sentiment Reset What's Changed
Simply Wall St.60d agoneutral
ASML Holding (ENXTAM:ASML) Is Up 5.6% After Sector-Wide AI Chip Sentiment Reset What's Changed

In early June 2026, ASML Holding was caught in a broad semiconductor selloff after Broadcom’s guidance and stronger-than-expected U.S. jobs data reset expectations for AI chip spending and raised concerns about higher discount rates. This episode highlights how ASML’s share price can be materially influenced by sector-wide sentiment and macroeconomic shifts, even when its own fundamentals and order trends remain strong. Now we’ll examine how this sector-wide reset in AI chip spending...