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ASML has room to raise prices, CFO says
Reuters21d agoneutral
ASML has room to raise prices, CFO says

ASML has room to raise prices for some of its ‌chipmaking equipment, its chief financial officer ‌said on Wednesday, after an earnings report in which ​it said its capacity to produce cutting-edge EUV tools is nearly fully booked through the end of 2027. CFO Roger Dassen said on ‌a call with ⁠analysts that the current environment gives the company "better pricing power" and "a ⁠pretty strong runway for potential price improvements going forward". Tech news site the Information reported earlier on Wednesday that ASML was meeting resistance from Taiwan Semiconductor Manufacturing Co in talks ‌on price raises, citing people ​familiar with the discussions.

ASML Holding (ASML) Among the Best Stocks to Buy For High Returns
Insider Monkey21d agobullish
ASML Holding (ASML) Among the Best Stocks to Buy For High Returns

ASML Holding N.V. (NASDAQ:ASML) is one of the Best Stocks to Buy Now for High Returns. The stock has gained around 4% over the past month, driven by anticipation of strong earnings expected to be released on July 15. Wall Street is bullish on the stock, with analysts’ 12-month average price suggesting more than 15% […]

Markets Have Passed Their First Earnings Test, Now Comes Tech
Barrons.com21d agoneutral
Markets Have Passed Their First Earnings Test, Now Comes Tech

U.S. stocks caught a break this week—and found a window in which to exploit it over the next two weeks—as inflation data suggest a taming of Federal Reserve rate-hike bets and the outlook from a key player in the market for artificial intelligence outpaced Wall Street’s forecasts. Tuesday’s inflation data got the ball rolling, with the softest monthly print since the Covid-19 pandemic and annual gains that fell shy of Wall Street estimates cratering bets on a July Fed rate hike.

ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
24/7 Wall St.21d agoneutral
ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

Why ASML (ASML) Remains Critical to the AI Chip Supply Chain as Advanced Semiconductor Demand Grows
Insider Monkey21d agoneutral
Why ASML (ASML) Remains Critical to the AI Chip Supply Chain as Advanced Semiconductor Demand Grows

ASML Holding N.V. (NASDAQ:ASML) is one of the high-growth wide-moat stocks to buy. On July 6, Bernstein raised its price target on ASML, drawing attention to the company’s role in supplying the lithography systems required to produce leading-edge logic and memory chips. The backdrop remains unusually strong: the Semiconductor Industry Association said in June that […]