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NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Broader headwinds in the AI sector weighed on ASML as well as a pair of key news reports.

ASML Holding raised its interim dividend by 17% year over year, signaling confidence in its cash generation. The company paired the dividend move with strong 2026 revenue guidance, despite ongoing China related risks. The new payout level points to a strengthening income profile for shareholders alongside ASML’s leadership in chipmaking tools. ASML Holding, ticker ENXTAM:ASML, is reinforcing its income story with a higher interim dividend and firmer guidance. The stock trades at €1,419.6,...

Micron Technology (NASDAQ:MU) has had one of the wildest rides in the market this year. The stock is still up roughly 190% in 2026, but it has also fallen more than 25% from the all-time high it set in late June, including an approximate 9% single-day drop on July 28 as chip stocks sold off […]

Find insight on Nvidia, Micron, Tencent and more in the latest Market Talks covering technology, media and telecom.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

ASML raised its interim dividend 17% year-over-year, with a payout ratio below 30%, signaling confidence as sales growth and 2026 guidance remain strong despite China market risks.

Both companies play important roles in the building boom from artificial intelligence.

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

ASML is already planning a big production expansion over the next two years.

July 31 (Reuters) - European shares hit a record high on Friday, powered by improving investor appetite for tech shares globally, while corporate earnings buoyed markets through a week of central bank

ASML's technological lead and plans for 30% more advanced DUV capacity may limit China's near-term competitive impact.

China’s breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc. (NASDAQ:AMD) despite strong fundamentals. An announcement from a manufacturing facility in Shanghai on July 27, 2026, caused a severe summer downturn for the AI semiconductor market. State-supported Shanghai Aishengna reported the production of homegrown immersion deep ultraviolet (DUV) […]

The Dutch semiconductor equipment maker has unmatched pricing power.

ASML Holding (NasdaqGS:ASML) has drawn investor attention after recent share price pressure, with the stock down about 12% over the past month and 12% over the past 3 months. That short term weakness contrasts with its longer term returns. See our latest analysis for ASML Holding. The recent 1 day share price decline of 4.37% and 7 day fall of 12.13% add to the 30 day drop of 11.79%, yet ASML Holding still shows stronger momentum over longer horizons, with a 36.02% year to date share price...

A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.

ASML Holding has delivered a 124.3% share price gain over the past year, yet its broader valuation checks still lean cautious, which leaves investors weighing a strong track record of returns against a stock that does not screen as a straightforward bargain. Over the last 12 months ASML Holding is up 124.3%, which puts fresh focus on whether recent enthusiasm is already reflected in the share price. Strong demand linked to advanced chipmaking tools and AI related spending can support...

China has started producing domestic immersion deep-ultraviolet lithography tools, Reuters reported on July 28. State-backed Shanghai Aishengna Electronic Technology Group plans to deliver machines to Semiconductor Manufacturing International, Hua Hong Semiconductor and memory producer ChangXin Memory Technologies. Production is expected to remain small, at roughly five systems in 2026 and about 20 in 2027. The […]

Shares of ASML slid Tuesday, but experts and analysts cautioned that the panic behind the selloff is almost certainly overblown.

Dow Jones energy giant Chevron eyed a potential buy point even as oil prices dived further Tuesday. ASML stock plunged below a key level.

The semiconductor bellwether has a bright future due to the huge investments in chip and memory manufacturing equipment.

China's launch of a homegrown type of advanced lithography chip printing machine is spotlighting how European chip tool maker ASML, whose recent share price surge made it Europe's most valuable listed company, is being squeezed between two sides. On ‌the one hand, U.S. controls on exports of high-tech goods to China are threatening to reduce access to a major market; and on ‌the other, Beijing's push for technological independence in areas such as chip production raises the possibility of a China-based competitor. Reuters reported on Tuesday that a little-known Chinese state-owned firm called Shanghai Aishengna ​Electronic Technology Group was leading an effort to mass produce locally made immersion deep ultraviolet (DUV) lithography tools, key to modern chipmaking.

U.S. stocks ended mixed on Monday, with the Dow ending in positive territory as oil prices fell and investors awaited earnings reports and guidance from a batch of big tech companies scheduled to report quarterly results this week.

Concerns about financing, Chinese competition and hyperscaler spending pressured semiconductor shares.

Micron, Nvidia, and other AI stocks struggle as investors fret about rising costs and competition from China.

Tech shares are in for a rough day, with Nasdaq futures down nearly 0.8%. Behind some of the bearish outlook: fears that the West could lose its stranglehold on a crucial component of the chip supply chain. Chip stocks sank yesterday after a report in the Information said an unnamed Chinese-state backed company had begun making deep ultraviolet lithography machines, which use UV light to print microscopic patterns on the silicon wafers that go into chips.

↘️ Samsung (KR:005930), SK Hynix (KR:000660, SKHY): Shares in both chipmakers dropped more than 13% as part of a broader selloff amid mounting doubts over the AI boom. Over in the U.S., Micron Technology (MU), Intel (INTC) and other chip stocks are also sliding premarket.