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Both companies play important roles in the building boom from artificial intelligence.
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.
(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 (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.
ASML is already planning a big production expansion over the next two years.
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.
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) […]
Taiwan Semiconductor has an edge over ASML on valuation, price gains and analyst sentiment even as both benefit from rising AI-chip demand.
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...
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.
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...
ASML shares fell after it was reported that a Chinese company is set to ship homegrown DUV machines.
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.
The brokerage says China’s progress in DUV lithography poses only a limited financial risk and sees the recent selloff as a buying opportunity.
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.