Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Today Earnings: Johnson & Johnson, Morgan Stanley, BlackRock, PNC Financial Services, Conagra, Cintas, United Airlines, Bank of New York Mellon, Elevance Health, J.B. Hunt, ASML Economic data: Producer-price index data for June, Empire State manufacturing survey, EIA weekly petroleum status report, Fed beige book.
We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Ray Dalio’s best stocks to buy. On June 4, WSJ reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Chief Executive C.C. Wei told shareholders the company is not losing its edge in next-generation chip […]
ASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.
ASML Holding N.V. (NASDAQ:ASML) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On July 6, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) remains at the center of semiconductor trade tensions as Dutch Trade Minister Sjoerd Sjoerdsma begins a three-day trade mission to China. Reuters said Sjoerdsma […]
(Bloomberg) -- Options on SK Hynix Inc.’s American Depository Receipts began trading on US options exchanges Tuesday, giving traders in the world’s largest derivatives market easier access to the volatile South Korean memory chipmaker. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge
ASML (ASML) is expected to benefit from continued growth in extreme ultraviolet, or EUV, demand, wit
Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.
U.S. lawmakers are advancing new export controls legislation that could tighten restrictions on advanced chipmaking equipment sales to China. The proposal would encourage U.S. allies to align more closely on limits for technologies used in semiconductor production. ASML Holding, traded as ENXTAM:ASML, may see its China business affected, particularly for less-advanced DUV tools that are currently allowed to be sold. ASML Holding sits at the center of global chip production, and any shift in...
ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
The earnings report could be significant for the entire industry.
Wall Street heads into one of its busiest weeks of the summer, with second-quarter earnings season shifting into high gear alongside key inflation data and closely watched testimony from Federal Reserve Chair Kevin Warsh. The week kicks off with a flood of bank earnings. JPMorgan Chase,...
ASML Holding is scheduled to release quarterly results Wednesday morning, and traders are anticipating a big move in the chip manufacturing equipment maker’s stock after the report.
US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...
Own ASML Holding (NASDAQ:ASML) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is still underpricing. The thesis rests on the fact that ASML is the only company on earth that sells EUV lithography, at a moment when its own CFO ... This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings
Shares of European semiconductor companies started the week in the red following SK Hynix's Nasdaq debut last week. While the South Korean chip maker's American depository receipts closed nearly 13% higher on Friday in New York, investors sold off the stock in Seoul on Monday.
Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.
Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.
Big banks kick off earnings season this week, which will also bring reports from GE Aerospace, Netflix, and Taiwan Semi. In economic news, we’ll get the consumer and producer price indexes, and retail sales data.
ASML Holding has delivered a strong 171.8% return over the past five years, yet its current valuation checks lean expensive, creating a clear tension between recent share price strength and what the numbers suggest about value. Over 5 years, ASML Holding has returned 171.8%, which puts long-term holders in a strong position and raises the bar for what future performance would need to justify the current price. Recent analyst optimism tied to AI driven demand for ASML Holding’s lithography...
ASML Holding (NasdaqGS:ASML) continues to draw attention as investors weigh its recent share performance, with the stock up 3.6% over the past month and 21.6% over the past 3 months. See our latest analysis for ASML Holding. With the latest share price at US$1,797.32, ASML Holding has paired a 3.6% 30 day share price return with stronger 21.6% 90 day momentum, while the 1 year total shareholder return of 125.6% and 3 year total shareholder return of 143.6% point to substantial longer term...
Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
