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Ichor's AI-driven etch and deposition exposure is strengthening demand, while proprietary content and lower-cost production could lift margins.

AI demand is driving Taiwan Semiconductor's rapid growth as higher revenue guidance and expanded capacity plans highlight the chip industry's strong momentum.

Samsung Electronics is in talks to invest in French artificial intelligence startup Mistral AI, the

ASML just raised guidance by a huge amount.

ASML Holding N.V. recently reported second-quarter 2026 results showing higher revenue and earnings versus a year earlier, raised its full-year 2026 net sales guidance to between €43.00 billion and €45.00 billion, confirmed third-quarter guidance of €11.00 billion to €12.00 billion in net sales, and declared an interim 2026 dividend of €1.88 per share payable on August 5, 2026. Alongside these results, ASML highlighted that Intel Foundry has entered high-volume manufacturing of select Intel...

ASML finally caught a tailwind from the AI boom.

Analysts believe the raised revenue outlook is good news for memory chipmakers.

Micron shares have fallen sharply despite explosive growth in its data center and cloud memory businesses.

ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.

The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?

NZS shifts capital toward AI infrastructure and healthcare leaders

By Tharuniyaa Lakshmi and Purvi Agarwal July 21 (Reuters) - European shares edged higher on Tuesday after kicking off the week on the back foot, as reports of U.S.-Iran mediation efforts pushed oil

Jim Cramer dumped tech stocks ahead of Intel, Tesla, and Alphabet earnings, reviving bets on the Inverse-Cramer Effect.

In recent years, ASML Holding N.V. (NASDAQ:ASML), the exclusive supplier of commercial extreme ultraviolet (EUV) and High-NA lithography machines, has found itself at the center of geopolitical, technological, and financial pressures swirling around the world. The Netherlands-based corporation enjoys a monopoly on the systems required to build fast processors. This unique position, coupled with the […]

Jim Cramer believes Intel's AI-driven turnaround is only just beginning.

Investing.com -- ASML Holding NV, the world's largest manufacturer of chip-making equipment, plans to provide employees with a €20,000 ($22,838) bonus to encourage them to stay with the company from 2027 through 2030.

ASML, the largest maker of equipment used to ‌manufacture computer chips, intends to offer ‌employees a bonus worth €20,000 ($22,838.00) if they remain with ​the company between 2027 and 2030. The company confirmed the plan, first reported in Eindhovens Dagblad, on Monday in an emailed statement. ASML ‌said terms ⁠of the conditional stock grant from January 1, 2027 are still ⁠being finalized, but it would be offered to "all eligible employees."

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

Intel has started the volume production of its client CPUs, which could help it deliver better-than-expected numbers and guidance.

Intel Corp‘s manufacturing comeback may have just crossed its biggest checkpoint yet—and it isn’t about a new processor. Instead, it’s about the machine that built it. ASML Holding N.V. CEO Christophe Fouquet revealed Wednesday that Intel is already producing commercial...

Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

TSMC and ASML are two of the most important companies in the semiconductor value chain.

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

ASML Holding (ENXTAM:ASML) announces a one time €20,000 gross bonus for eligible employees worldwide. The company introduces new long term share awards designed to retain employees over multiple years. Management links these measures to strong AI related demand and ongoing capacity expansion plans. ASML sits at the center of the semiconductor equipment chain, supplying lithography systems that chipmakers use to produce advanced processors. The new global bonus and share award plan come as...