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ASML (ASML) is expected to benefit from continued growth in extreme ultraviolet, or EUV, demand, wit

A series of big bank results kicked off the second quarter earnings season on Tuesday.

Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.

U.S. lawmakers are advancing new export controls legislation that could tighten restrictions on advanced chipmaking equipment sales to China. The proposal would encourage U.S. allies to align more closely on limits for technologies used in semiconductor production. ASML Holding, traded as ENXTAM:ASML, may see its China business affected, particularly for less-advanced DUV tools that are currently allowed to be sold. ASML Holding sits at the center of global chip production, and any shift in...

ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

The earnings report could be significant for the entire industry.

Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and closely watched testimony from Federal Reserve Chair Kevin Warsh. The week kicks off with a flood of bank earnings. JPMorgan Chase,...

ASML Holding is scheduled to release quarterly results Wednesday morning, and traders are anticipating a big move in the chip manufacturing equipment maker’s stock after the report.

US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...

Own ASML Holding (NASDAQ:ASML) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is still underpricing. The thesis rests on the fact that ASML is the only company on earth that sells EUV lithography, at a moment when its own CFO ... This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

Shares of European semiconductor companies started the week in the red following SK Hynix's Nasdaq debut last week. While the South Korean chip maker's American depository receipts closed nearly 13% higher on Friday in New York, investors sold off the stock in Seoul on Monday.

US equity investors will focus on Q2 earnings this week, with big money-centre banks kicking off the

Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.

Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.

Big banks kick off earnings season this week, which will also bring reports from GE Aerospace, Netflix, and Taiwan Semi. In economic news, we’ll get the consumer and producer price indexes, and retail sales data.

Markets face one of the year's most important weeks as Federal Reserve Chair Kevin Warsh delivers his inaugural semi-annual monetary policy testimony before Congress on July 14 and 15.

futures loom amid U.S.-Iran attacks. Taiwan Semi, Goldman and GE earnings are ahead. Nvidia, Sandisk, Micron are near buy points.

The market sits at a delicate juncture as JPMorgan, Goldman Sachs, Taiwan Semi and ASML prepare to launch the Q2 reporting season.

MarketBeat recaps the week's top stories, covering SK Hynix's debut, AI stock rotation, earnings from D.R. Horton, and analysis of Palantir, Microsoft, Meta, Broadcom, Rivian, ASML, and Circle.

ASML Holding has delivered a strong 171.8% return over the past five years, yet its current valuation checks lean expensive, creating a clear tension between recent share price strength and what the numbers suggest about value. Over 5 years, ASML Holding has returned 171.8%, which puts long-term holders in a strong position and raises the bar for what future performance would need to justify the current price. Recent analyst optimism tied to AI driven demand for ASML Holding’s lithography...

ASML Holding (NasdaqGS:ASML) continues to draw attention as investors weigh its recent share performance, with the stock up 3.6% over the past month and 21.6% over the past 3 months. See our latest analysis for ASML Holding. With the latest share price at US$1,797.32, ASML Holding has paired a 3.6% 30 day share price return with stronger 21.6% 90 day momentum, while the 1 year total shareholder return of 125.6% and 3 year total shareholder return of 143.6% point to substantial longer term...

Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.

Financial stocks will dominate the upcoming earnings calendar. Also, earnings from semiconductor makers ASML and Taiwan Semiconductor are due.

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

ASML Holding's Q2 outlook points to strong growth, but a lofty valuation, China export curbs and rising competition warrant caution ahead of results.

Chip stocks just staged a vicious reversal that punished the shorts and rattled the bulls, and long-term investors now face a critical question: which semiconductor names actually deserve a spot in your portfolio before the next leg of the AI revolution kicks off?

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks in industrials and […]

SK Hynix's American Depositary Receipts will begin trading on the Nasdaq on Friday in the largest-ever US listing by a foreign company, as investor demand for the South Korean chipmaker's high-bandwidth memory business continued to build. The ADRs were priced at $149 per share, raising $26.5...

Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.

The South Korean memory chipmaker's ADR sale is the largest by a non-U.S. company, topping Alibaba's $25 billion raise in 2014