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Shares of memory chips maker Micron (NASDAQ:MU) fell 5.7% in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before. TSMC shares fell roughly 4% in the morning session despite a record profit beat.
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 8.4% in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
<body><p>STORY: While the "long-term story" regarding Nvidia's success "remains intact," Casey noted the chipmaker's stock this year "has been outperformed by other areas" of the AI trade.</p><p>Casey named "picks and shovels" firms Taiwan Semiconductor and ASML as being sound investments, with the latter "a really strong business" that makes lithography machines used "to make the chips."</p><p>But he's tepid about cloud storage companies such as Western Digital, saying that some of those stocks went "from being dirt cheap to being super expensive overnight. That's not really the kind of beat and raise long-term growth story that we look for," he added.</p></body>
Epistrophy Capital Research chief market strategist and The Drill Down Podcast host Cory Johnson breaks down Taiwan Semiconductor Manufacturing Co. (TSM)'s 5th consecutive quarter of record-breaking profits and explains why investors are not bullish enough on the semiconductor sector.
ASML's strong Q2 growth, expanding margins and AI-driven demand support its outlook, but a premium valuation and muted estimates cloud its appeal.
ASML (ASML) is seeing strong demand for its units and is set for tailwinds from product mix and pric
Intel (NasdaqGS:INTC) and ASML reached a high volume manufacturing milestone using High NA EUV lithography for Intel’s Ultra 3 / 18A node, with yields reported in line with existing platforms. Ultra 3 processors using this process are shipping to customers, targeting smaller, faster, and more efficient chips. Intel also announced a collaboration with Ultralytics to optimize YOLO26 computer vision models for the Intel OpenVINO toolkit. The partnership aims to deliver up to 10x faster and sub...
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a price level few analysts have publicly named within striking distance.
Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.
ASML Holding raises its 2026 outlook as AI-driven chip demand strengthens, while capacity expansion and pricing flexibility support growth.
ASML tops Q2 earnings and revenue estimates as stronger Installed Base Management sales and lithography shipments drive higher margins and a stronger 2026 outlook.
It's a mixed bag for US equity futures (ES=F, NQ=F, YM=F) in Thursday's pre-market trading as chip stocks continue to sell-off, catalyzed by Taiwan Semiconductor Manufacturing Company's (TSM) failure to impress Wall Street investors with its robust earnings results. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Business Insider Today executive editor Dan DeFrancesco to address the turmoil occurring in the AI and memory chip space, coming after SK Hynix's (SKHY, 000660.KS) US debut last week.
Investing.com -- Bernstein raised its price target on ASML Holding NV to €2,500 from €2,300 in a note Thursday, describing the company's second-quarter 2026 results as "triple happiness" following a beat and raise across the top line, capacity and margins.
Intel fell nearly 8% despite a major ASML milestone. Here is what triggered the sudden collapse: all you need to know.
(Bloomberg) -- ASML Holding NV plans to raise prices for its chipmaking equipment, setting up a potential clash with its biggest customer Taiwan Semiconductor Manufacturing Co., according to a report in the Information citing people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveBeckham’s IM8
By Tharuniyaa Lakshmi and Johann M Cherian July 16 (Reuters) - European stocks slipped on Thursday as investors assessed a slew of corporate earnings, while escalating tensions in the Middle East
ASML’s higher revenue forecasts and expanded capacity plans have lifted sentiment.
Most Asian stocks sank on Thursday as tech firms came under renewed pressure from worries over the AI boom, with Seoul again taking the brunt of the selling, while oil prices rose further as the US and Iran continued to trade strikes.The readings soothed market worries that the Fed would hike borrowing costs this month, though analysts warned that the renewed hostilities, which have seen the US and Iran trade strikes for around a week, could undo the good work.
By Stella Qiu SYDNEY, July 16 (Reuters) - Asian shares fell on Thursday as chipmakers stumbled ahead of results from bellwether TSMC, while bonds benefited from another benign reading on U.S.
AI demand drives 30% capacity expansion plans for advanced lithography tools.
Cooler-than-expected producer prices contributed to hopes for easing inflation on Wednesday.
ASML says its high-end machines are helping investors make memory more quickly than expected. In the short term, that could weigh on memory prices.
Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
ASML Holding NV (ASML) reports robust Q2 results, exceeding sales and margin expectations, while addressing challenges in pricing and capacity planning.
BlackRock led a major rally in financial stocks. Its assets under management crossed a record $15 trillion for the first time, boosting its shares by 7%. Dealmaking added fuel to Wall Street, with PayPal surging 17% on a reported $53 billion takeover offer from Stripe and Advent.
Intel deploys ASML's High NA EUV system for part of its Ultra 3 production in Oregon.
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