High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
ASML just dominated another quarter, but Canon and Nikon are quietly carving out a position in chip manufacturing that Wall Street's models barely account for, and one memory giant is already betting on it.
STOCKS 0716 GMT – European stock indexes broadly rose at the open, as lower oil prices boosted sentiment. Technology and energy-intensive stocks help drive the Stoxx 600 up 0.55%. London’s FTSE 100 is 0.
Samsung rejected a massive electricity prepayment proposal as Korea confronts the power demands of expanding semiconductor production.
ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development.
High-NA adoption strengthens the technology roadmap, but customers must justify a much larger equipment bill.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
Anthropic's CEO called for slowing AI model progress over the weekend, and by Monday morning the shockwave had traveled straight to the fab equipment order books that Wall Street spent 2026 treating as untouchable.
Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
STOCKS 0015 GMT — Japanese stocks are lower as fears about the Iran war and rising energy costs have grown. Chip-related stocks are leading declines. Kioxia Holdings is down 5.7%, SoftBank Group is 4.
STOCKS 0725 GMT – European stock indexes largely edge higher after falling sharply in the last session. Banks and utilities find some relief, though technology stocks slide. The Europe-wide Stoxx 600 nudges up 0.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.
LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.
The brokerage says China’s progress in DUV lithography poses only a limited financial risk and sees the recent selloff as a buying opportunity.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
Asian stock markets churned downwards on Tuesday, with tech-exposed exchanges closing sharply lower
European stock indexes rose in early trade after further falls in oil prices buoyed sentiment. The Europe-wide Stoxx 600 was 0.3% higher. London's FTSE 100 nudged up 100 amid conflicting earnings stories.
South Korean and Japanese tech took another battering Tuesday, leading losses across most Asian stock markets, as a report of a breakthrough in China's chip industry compounded growing worries about the longevity of the AI boom.There were also losses across most other markets, though Hong Kong was the standout as its tech firms enjoyed some much-needed buying following a painful first half of the year.
A Shanghai-based company aims to supply tools to domestic chipmakers as China seeks greater semiconductor self-reliance, according to a report in The Information.
ASML stock sinks on reports of rising Chinese DUV competition. Here’s why ASML shares are worth buying on the dip.
Rumors of a new China-made DUV system caused a sell-off of the high-flying semiconductor king.
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