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Shares had fallen on reports China has begun producing domestic DUV chipmaking tools

Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised guidance actually implies.

ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

FTRE, ASML and KLAC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 31, 2026.

Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.

ASML, IVZ, C, KLAC and CAKE have been added to the Zacks Rank #1 (Strong Buy) List on July 31, 2026.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Taiwan Semiconductor has an edge over ASML on valuation, price gains and analyst sentiment even as both benefit from rising AI-chip demand.

Investing.com -- Capital Economics told clients in a note Wednesday that the recent selloff in AI-linked tech giants is being driven by fear rather than hard evidence, and it expects the rally to resume, at least for now.

ASML shares fell after it was reported that a Chinese company is set to ship homegrown DUV machines.

China has achieved a breakthrough in developing technology crucial to the AI boom, overcoming US efforts to limit Beijing’s access to the systems.

China has achieved a breakthrough in developing technology crucial to the AI boom, overcoming US efforts to limit Beijing’s access to the systems.

Global tech stocks have plunged after China achieved a breakthrough in developing technology crucial to the AI boom.

Global tech stocks plunged after China achieved a breakthrough in developing machinery crucial to the AI boom.

Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA

Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.

Semiconductor stocks have made investors’ fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names. Names like the VanEck Semiconductor ETF (NASDAQ:SMH), Corgi Lithography & Semiconductor Photonics ETF (BATS:EUV), and the iShares MSCI Taiwan ETF (NYSEARCA:EWT) delivered solid gains earlier this year, only to take a breather in the past ... AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

The average brokerage recommendation (ABR) for ASML (ASML) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Recently, Zacks.com users have been paying close attention to ASML (ASML). This makes it worthwhile to examine what the stock has in store.

ASML just raised guidance by a huge amount.

ASML finally caught a tailwind from the AI boom.

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.

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

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

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

Chip gear giant ASML resisted last week's AI rout. But investors should also look beyond stocks tied to the artificial intelligence buildout

The company has a technological monopoly on machines that are vital for manufacturing advanced logic chips and high bandwidth memory.

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.