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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life
24/7 Wall St.53d agobullish
Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life

For an investor in their 50s or 60s who wants one technology holding that does not require monitoring, ASML Holding (NASDAQ:ASML) warrants long-term research attention because it is the only company on earth that manufactures the lithography machines required to print advanced chips, and that structural position compounds quietly regardless of which AI winner emerges. ... Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life

Here is What Analysts Are Saying About ASML Holding (ASML)
Insider Monkey53d agoneutral
Here is What Analysts Are Saying About ASML Holding (ASML)

ASML Holding N.V. (NASDAQ:ASML) is one of the best AI memory stocks to buy in 2026. ASML Holding N.V. (NASDAQ:ASML) received a rating update from JPMorgan on June 3. The firm raised the price target on the stock to EUR 1,900 from EUR 1,515 and maintained an Overweight rating on the shares. ASML Holding N.V. […]

Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
24/7 Wall St.56d agoneutral
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.

D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.

GuruFocus.com56d agoneutral
Washington Warns ASML

US Commerce Secretary Lutnick raised concerns that an ASML breached export controls

ASML (ENXTAM:ASML) Faces U.S. Scrutiny Over Alleged China EUV Shipment
Simply Wall St.56d agoneutral
ASML (ENXTAM:ASML) Faces U.S. Scrutiny Over Alleged China EUV Shipment

U.S. officials are reportedly examining whether one of ASML Holding’s most advanced extreme ultraviolet lithography machines was supplied to China in breach of export controls. ASML (ENXTAM:ASML) strongly denies ever shipping EUV systems to China or violating export restrictions. The situation adds pressure to existing U.S. curbs on high end chipmaking tools and raises questions over future regulatory oversight of ASML. ASML Holding sits at the center of global chip production because it is...

Bloomberg56d agoneutral
Stocks Slide as Focus Shifts to Iran Deal Hurdles: Markets Wrap

(Bloomberg) -- Global stocks are ending a strong week on a cautious note as relief over an interim peace deal between the US and Iran gave way to a focus on the significant hurdles that remain to secure a lasting agreement.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealUS and Iran Delay Nuclear Talks as Lebanon Clashes WorsenUS Tells ASML It’s

Investing.com56d agoneutral
U.S.-Iran talks cancelled; oil on pace for weekly decline - what’s moving markets

Investing.com - U.S. stock futures edge lower after a strong rally on Wall Street driven by hopes that a U.S.-Iran peace deal could hold. Oil prices continue to retreat as traders bet the reopening of the Strait of Hormuz will help restore global crude supplies, although the abrupt cancellation of planned U.S.-Iran nuclear talks is raising questions about the durability of the agreement.

Bloomberg56d agoneutral
US Tells ASML It’s Concerned China May Have Top Chip Tool

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

US tells ASML it is concerned China may have top chip tool, Bloomberg News reports
Reuters56d agobearish
US tells ASML it is concerned China may have top chip tool, Bloomberg News reports

U.S. Commerce Secretary Howard ‌Lutnick outlined ‌concerns to Dutch chip-equipment ​firm ASML's senior leaders that one of its top-of-the-line ‌machines may ⁠have made its way into ⁠China, in violation of U.S.-led export ​restrictions, ​Bloomberg ​News reported ‌on Thursday. In a series of meetings, Lutnick expressed concern to ASML executives over ‌the firm's ​extreme ultraviolet ​lithography, ​or EUV ‌machines, the report ​added, ​citing people familiar with the matter. (Reporting ​by ‌Anusha Shah in ​Bengaluru; Editing by ​Muralikumar Anantharaman)