News

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Palantir (NASDAQ:PLTR) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The setup carries real risk underneath the momentum. The case against the crowded trade Palantir trades at a trailing P/E of 229, a forward P/E of 112, and ... Forget Palantir — Serious Investors Are Placing Their Bets on the AI Chokepoints Right Now

Is ASML a good stock to buy? We came across a bullish thesis on ASML Holding N.V. on Grillo Insights’s Substack by Eric García. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.’s share was trading at $1,458.97 as of April 21st. ASML’s trailing and forward P/E were 48.06 and 41.15 respectively […]

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

ASML Holding N.V. (NASDAQ:ASML) ranks among the stocks to invest in before they split next. Following the Dutch chipmaker’s better-than-expected first-quarter results on April 15 and improved full-year outlook, Wall Street analysts increased their price estimates for ASML Holding N.V. (NASDAQ:ASML). Both UBS and Deutsche Bank analysts reaffirmed their Buy ratings and increased their price […]

TSMC has decided not to purchase ASML Holding's (NasdaqGS:ASML) latest High-NA EUV lithography tools for its upcoming A13 chip manufacturing node. The decision affects adoption of High-NA EUV equipment for leading edge production and comes at a time when chipmakers are reassessing capital spending priorities. This development raises fresh questions about the timing of High-NA EUV usage in volume manufacturing and the return profile of these tools for both ASML and its customers. ASML...

ASML Holding N.V. (NASDAQ:ASML) is one of the best stocks to buy in a rising market, according to Wall Street analysts. On April 15, Chief Executive Officer Christophe Fouquet reiterated that ASML Holding N.V. (NASDAQ:ASML) order intake remains strong as demand for chips continues to outpace supply, with customers accelerating capacity expansion. Consequently, second-quarter net […]

TSMC (NYSE:TSM) has decided to delay deployment of ASML’s high numerical aperture EUV lithography machines for several years. The company plans to keep pushing its current EUV and DUV tools for upcoming chip generations instead of moving quickly to the newest gear. At the same time, TSMC is expanding partnerships around next generation AI silicon design with key industry customers and ecosystem players. This shift affects how quickly leading edge manufacturing and AI focused chips may roll...

ASML Holding (ENXTAM:ASML) raised its 2026 revenue projections on strong AI infrastructure and memory chip demand, as large orders from SK Hynix and Samsung offset timing uncertainty from TSMC’s delayed high NA EUV adoption. See our latest analysis for ASML Holding. The share price has moved with recent news, with a 2.5% 1-day share price return and 5.29% 30-day share price return, while the 1-year total shareholder return of 102.36% highlights strong longer-term momentum. If strong AI demand...

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Best AI Stocks to Watch in May. In the past year, the stock grew 115.39% and an equally impressive 23.65% year-to-date. According to CNN ratings compiled from 45 analysts, 82 percent placed a Buy rating on ASML, while 13 percent marked it with a Hold rating. […]

When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

When a stock breaks out above the 50-Day simple moving average, good things could be on the horizon. How should investors react?

ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Based on the average brokerage recommendation (ABR), ASML (ASML) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Harvard University Stock Portfolio: Top 10 Stock Picks. On April 23, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced that it will delay the deployment of ASML’s high-numerical-aperture (high-NA) EUV lithography machines until at least 2029. The company’s Deputy Co-COO Kevin Zhang cited the cost […]

Qorvo downgraded, Ulta Beauty upgraded: Wall Street's top analyst calls