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NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]
ASML Holdings NV CEO Christophe Fouquet addressed the company’s position on export controls and dispelled rumors about reverse-engineering of their machines in China. Fouquet, speaking to Tech Crunch on Tuesday, before the Milken Institute Global Conference, said that he is...
SK Hynix is being aggressively courted by big global tech firms with offers to invest in its new production lines and fund purchases of pricey manufacturing tools as they rush to secure memory chips, people familiar with the matter said. The offers, unprecedented in the global memory chip industry, underscore the severity of the component's scarcity around the world, as chipmakers struggle to keep pace with surging demand amid an artificial intelligence boom. Memory chips are critical parts in AI data centers, smartphones, PCs and other areas. The firm's customers have been proposing a range of offers to the South Korean chipmaker, including investing in dedicated memory production lines, six people said.
Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.
Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with TechCrunch about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong.
US lawmakers have proposed the MATCH Act, which could tighten export controls on advanced chipmaking tools and restrict how companies like ENXTAM:ASML service existing systems in China. The legislation targets lithography equipment used in high end semiconductor production, potentially affecting a key source of revenue for ASML. At the same time, CEO Christophe Fouquet has emphasized ASML's monopoly in extreme ultraviolet lithography as AI related demand pressures global chip supply...
There is a quiet confidence in Morgan Stanley's latest note on Applied Materials. Not the loud kind that makes bold promises. The measured kind that says, "We have seen this before, and we think we know how it ends." The bank raised its price target on Applied Materials (AMAT) to $454 from $432, ...
With YTD returns of 58.05% as of May 5, Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Performing Dividend Stocks So Far in 2026. On May 5, Seaport Research initiated coverage of Applied Materials, Inc. (NASDAQ:AMAT) with a Buy rating and a $500 price target. The firm said that the company is the best-positioned […]
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
The three board members are prominent veterans of the luxury, retail and consumer industries, and also investors in the AI-native tech company.
Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
By Twesha Dikshit and Avinash P May 5 (Reuters) - European shares recovered modestly on Tuesday after slumping in the previous session as a rally in technology stocks and a slate of upbeat corporate
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.08%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...
8.30am: Oil prices ease, as Hegseth plays down Strait fighting Crude oil futures have eased further, as US defence officials struck a cautious tone on the Strait of Hormuz, saying Iranian actions remain below the threshold for a wider conflict, despite continued harassment of shipping. In...
Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
Palantir (NASDAQ:PLTR) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The setup carries real risk underneath the momentum. The case against the crowded trade Palantir trades at a trailing P/E of 229, a forward P/E of 112, and ... Forget Palantir — Serious Investors Are Placing Their Bets on the AI Chokepoints Right Now
ASML Holding N.V. (NASDAQ:ASML) ranks among the stocks to invest in before they split next. Following the Dutch chipmaker’s better-than-expected first-quarter results on April 15 and improved full-year outlook, Wall Street analysts increased their price estimates for ASML Holding N.V. (NASDAQ:ASML). Both UBS and Deutsche Bank analysts reaffirmed their Buy ratings and increased their price […]
TSMC has decided not to purchase ASML Holding's (NasdaqGS:ASML) latest High-NA EUV lithography tools for its upcoming A13 chip manufacturing node. The decision affects adoption of High-NA EUV equipment for leading edge production and comes at a time when chipmakers are reassessing capital spending priorities. This development raises fresh questions about the timing of High-NA EUV usage in volume manufacturing and the return profile of these tools for both ASML and its customers. ASML...
Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions
ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Best AI Stocks to Watch in May. In the past year, the stock grew 115.39% and an equally impressive 23.65% year-to-date. According to CNN ratings compiled from 45 analysts, 82 percent placed a Buy rating on ASML, while 13 percent marked it with a Hold rating. […]
When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?
When a stock breaks out above the 50-Day simple moving average, good things could be on the horizon. How should investors react?
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Harvard University Stock Portfolio: Top 10 Stock Picks. On April 23, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced that it will delay the deployment of ASML’s high-numerical-aperture (high-NA) EUV lithography machines until at least 2029. The company’s Deputy Co-COO Kevin Zhang cited the cost […]
