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ASML Holding’s fair value estimate has been updated from €1,463.42 to €1,482.76, a modest uplift of about 1.3% in the implied value per share. This shift sits alongside a cluster of upward price target revisions from analysts who are focused on lithography demand, exposure to memory and North American customers, and sector supply conditions. As you read on, you will see how these moving targets feed into the broader analyst narrative and what to watch as it continues to evolve. Stay updated...

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the […]

SpaceX's latest filing shows new details about the agreements with Tesla and Intel, its two partners in the Terafab AI chip factory.

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with the stock trading in the $1,800 range. Earlier in the year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, taking ... Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?

ASML Holding NV (NASDAQ:ASML) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 13, Goldman Sachs reiterated its Buy rating on ASML Holding NV (NASDAQ:ASML) and hiked the price target to €1,600 from €1,570. The bullish stance and price target hike come amid expectations that the company is poised for […]

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) ranks 5th on this list. Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) is an index fund recommended by Graham Stephan. The Vanguard Total International Stock Index Fund ETF employs an indexing investment […]

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But here’s what you should actually be watching: the picks-and-shovels layer that every memory maker must write checks to before producing a single bit. The memory trade is crowded, ... Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Chip Stocks Rally After Samsung Labor Talks Collapse

By Twesha Dikshit and Johann M Cherian May 20 (Reuters) - European shares finished near two-week highs on Wednesday, aided by defence and technology stocks, as investors awaited a critical earnings

The AI revolution helped double ASML's stock price over the past year, but can it keep going higher?

European stock markets closed higher in Wednesday trading as the Stoxx Europe advanced 1.46%, German

Lam Research raises WFE outlook, as AI chip demand lifts record Q3'26 revenues and EPS, with strong growth in etch, deposition and memory investments.

ASML Surges as UBS Sees Massive Upside in AI Chip Boom

ASML (ASML) offers an attractive risk/reward profile in European semiconductors amid a tightening in

AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.

TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]

The booming global semiconductor market will be "tense" with tight supply for the foreseeable future, the head of chip-making machine giant ASML told Reuters, with demand from AI, satellites and robots outpacing what the industry can produce. In a rare ‌interview on the sidelines of a tech event in Antwerp, ASML Chief Executive Christophe Fouquet said that there would likely be sporadic bottlenecks ‌throughout the supply chain of the chip market which could hit $1.5 trillion by 2030. "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," Fouquet ​said, citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand.

Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Lam Research has opened a research lab in Salzburg, Austria, to advance a chip packaging technology ‌that promises to increase chip density and cut costs, ‌as the company looks to capitalize on surging AI demand for processors. The U.S. ​chipmaking tools supplier said on Wednesday that the Salzburg facility will focus on panel-level packaging, which replaces the semiconductor industry's traditional circular silicon wafers with square panels. Square panels can eliminate the dead space, allowing chipmakers to produce more chips ⁠per surface at a lower cost per unit — a crucial advantage as AI drives chip shortages.

US stock futures were edging higher on Wednesday ahead of a busier day of economic and corporate news, with investors awaiting Nvidia’s latest earnings as a key test for the AI trends that have driven the wider market. Nasdaq futures climbed 0.6%, with those for the S&P 500 up 0.3% and...

Investing.com -- UBS has reinstated ASML as its top pick in the European semiconductor sector, raising its price target to €1,900 from €1,600 and lifting its 2027 and 2028 earnings estimates well above consensus.

ASML Holding (NasdaqGS:ASML) has signed a partnership with Tata Electronics to supply lithography technology for India's first commercial semiconductor fabrication plant. The collaboration focuses on building a front end fab for 300mm wafers, with ASML providing advanced lithography equipment and support for talent and infrastructure development. For ASML, which supplies lithography systems used in chip production, this agreement opens a new manufacturing hub in a country that is working to...

FTSE 100 up 12 points at 10,343 UK inflation eases to 2.8% in April M&S, British Land, Experian, Severn Trent report results 12.59pm: Grocery analyst not a fan of Treasury food plan On the stories that the Treasury is asking major UK supermarkets to limit prices on some basic...

ASML Holding (ENXTAM:ASML) expects the first chips made with its new High-NA EUV lithography systems to be produced within months. The move signals a shift from High-NA EUV research and development into commercial use at leading chipmakers. This milestone is an important step for advanced semiconductor manufacturing for AI, mobile, and memory applications. ASML Holding, trading at around €1,249.0, sits at the center of advanced chip production as the primary supplier of EUV lithography...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

There is only one company in the world that makes the machines needed to produce the world's most advanced semiconductor chips. One. No competition. No substitute. No workaround. That company is ASML Holding N.V. (ASML). And Philippe Laffont just bet $655 million on it. Coatue Management, according ...

Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector

With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.