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Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence. ... Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF

New lithography tools could mark the next step in advanced semiconductor production

Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead

The update comes after TSMC questioned the high cost of the advanced tools.

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% (Institutional Shares) in the quarter, outperforming the Russell 3000 Growth Index’s (the Benchmark) -9.54% return, but trailing the S&P 500 Index, which dropped 4.33%. U.S. […]

ASML expects to see the first ‌products created on the company's ‌new High-NA machines within months, the chief ​executive of the world's top computer chip equipment maker, Christophe Fouquet, said on Tuesday. The tool will bring ‌down costs ⁠for patterning, or creating the circuitry of the most ⁠advanced chips, for both logic and memory applications, Fouquet said, ​speaking at ​a conference ​in Belgium organised ‌by research firm imec. Fouquet's ​remarks come weeks after ‌top customer TSMC said ​High-NA ​tools, which can cost up to $400 million each, were too expensive.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

ASML teams up with Tata Electronics to help ramp a $11B Dholera 300mm fab, boosting its India footprint and future DUV-to-EUV sales.

ASML Holding (ENXTAM:ASML) has entered into an agreement with Tata Electronics to support India's first commercial scale 300mm semiconductor fabrication facility in Gujarat. The partnership covers advanced lithography equipment, expertise, talent development, local supply chain support, and R&D cooperation. This move extends ASML's presence into India as the country pursues plans to become a major chip producer. ASML Holding (ENXTAM:ASML) supplies lithography systems that chip manufacturers...

Recent share performance and business scale ASML Holding (ENXTAM:ASML) has drawn investor attention after a mixed short term share performance, with the stock down 4.4% over the past day but slightly higher over the past week. Over the past month, the stock is up about 5%, and over the past 3 months it is higher by roughly 9%. Year to date, the return stands at about 32%, while the 1 year total return is close to 99%. Over longer horizons, ASML Holding reports 3 year total returns around 109%...

AMAT hits its highest gross margin in 25 years as AI chip demand, premium products and services fuel profitability growth.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

Here is how Advanced Energy Industries (AEIS) and ASML (ASML) have performed compared to their sector so far this year.

Buy a broad international fund and you get the world. The good, the bad, and the indebted. The MSCI EAFE index that anchors most overseas allocations is essentially a market-cap-weighted bucket of every large developed-market stock outside North America, which means you are also buying European banks with thin returns on equity, Japanese conglomerates carrying ... Want Overseas Exposure Without Buying The Junk? This Fund Has A Filter

The average brokerage recommendation (ABR) for ASML (ASML) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The Dutch equipment maker will supply lithography tools for Tata's $11 billion semiconductor plant in Dholera, Gujarat

The Dutch equipment maker will supply lithography tools for Tata's $11 billion semiconductor plant in Dholera, Gujarat

Tata Electronics plans India's first 300 mm commercial semiconductor fab in Gujarat with ASML technology support.

The agreement will support the development of a semiconductor fabrication facility in Gujarat and will use ASML lithography.

May 16 (Reuters) - Tata Electronics and ASML on Saturday signed an agreement to build India's first front-end semiconductor fabrication plant in the state of Gujarat, as the country accelerates

May 16 (Reuters) - Tata Electronics and ASML on Saturday signed an agreement to build India's first front-end semiconductor fabrication plant in the state of Gujarat, India's Ministry of External

Apple and Intel have reportedly reached a foundry agreement that could trigger a multi billion euro order for ASML Holding's lithography systems. The potential order is tied to future advanced chip production at Intel that would support Apple device processors. This reported demand arrives as some existing customers delay adoption of ASML's High NA EUV tools. ASML Holding (NasdaqGS:ASML) sits at the center of high end chip manufacturing, and this reported Apple Intel link puts that role...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

US equity indexes ended lower on Friday as crude oil prices and government bond yields rose, trigger

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

By Twesha Dikshit and Avinash P May 15 (Reuters) - Europe's STOXX 600 slid and logged weekly losses on Friday as concerns over energy-induced inflation pressures due to the U.S.-Iran standoff rattled

The European stock markets were tracking lower in Friday trading as investors parse the results - or