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Terafab is Elon Musk's plan to build one of the world's largest chip-making complexes. Tesla TSLA and SpaceX SPCX have committed an initial $16.8 billion to the project, which is planned for Grimes County, TX, and would cover more than 100…
Applied Materials' AMAT Applied Global Services ("AGS") is growing alongside fab utilization and the need to improve output, yield and ramp speed. AMAT's third-quarter fiscal 2026 revenues reached a record $1.78 billion, up 22% year over y…
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for "U.S. Equity Large Cap Select Growth Strategy." The letter can be downloaded here. The strategy advanced 4.2% after fees in Q…
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for "U.S. Equity Large Cap Select Growth Strategy." The letter can be downloaded here. The strategy advanced 4.2% after fees in Q…
Stanley Druckenmiller's Duquesne Family Office owns TSMC, and the stock ranks third in our list of the 10 best AI stocks according to Druckenmiller. Click here to see which two AI stocks rank ahead of it and the other seven picks on the li…
VANCOUVER, BC, Oct. 8, 2026 /PRNewswire/ -- American News Group News Commentary - General Fusion, the first publicly listed fusion energy company, has reached a world-first milestone by taking a road most of the fusion industry did not. In…
AI chip euphoria just met cold reality, with Samsung and TSMC reporting record quarterly figures while their stocks slipped as traders questioned how long the boom can run. That disconnect between blockbuster earnings and softer share pric…
Investors were selling off tech stocks with exposure to artificial intelligence. Continue Reading
ASML Holding (NasdaqGS:ASML) is back in focus after committing about US$1.3b to French AI group Mistral, securing roughly 11% ownership and a committee seat linked to chip design collaboration. The ASML Holding share price has eased 1.6% o…
ASML Holding (ENXTAM:ASML) is expected by major analysts to post stronger than anticipated Q3 results, supported by robust tool demand. Analyst commentary highlights sustained appetite for ASML's EUV and DUV lithography systems from leadin…
ASML (ASML) is expected to deliver better-than-expected Q3 results and raise its Q4 outlook, RBC Cap PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Lam Research Corporation LRCX has delivered a remarkable run, but that performance has also made the stock more expensive. LRCX currently trades at a forward 12-month price-to-earnings (P/E) ratio of 33.83, well above the Zacks Electronics…
ASML Holding N.V. (NASDAQ:ASML) sits in one of the most unusual positions in the technology industry. It does not make chips, design processors, or operate data centers. Instead, it makes the machines that chipmakers use to manufacture the…
While reviewing the Nasdaq 100's third-quarter laggards on the October 1 episode of Mad Money, Jim Cramer singled out KLA Corporation (NASDAQ:KLAC) as a stock he would buy. He said: Alright, what about the Nasdaq 100, which finished up 2.4…
ASML (ASML) closed at $1,833.97 in the latest trading session, marking a -1.39% move from the prior day. This change lagged the S&P 500's 0.58% gain on the day. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated N…
Yahoo Finance Senior Business Report Ines Ferre joins Market Domination Overtime to break down what's driving stocks higher into the closing bell and why a tech rally led by a narrow group of names is powering the market's gains Video Tran…
NVIDIA NVDA has once again captured the market's attention, with its stock surging to a fresh all-time intraday high of $239.86 on Monday, pushing its market capitalization to an estimated $5.78 trillion. This rally follows a period of sev…
ASML Holding N.V. ASML plays a key role in the artificial intelligence (AI) ecosystem by providing advanced semiconductor manufacturing equipment needed to produce the chips that power modern AI applications. Its technology supports the pr…
Exchange-traded funds (ETFs) have grown rapidly into one of investors' favorite ways to access the market. Their appeal comes from a combination of low costs, transparency, diversification, tax efficiency and innovative investment strategi…
ASML Holding N.V. (NASDAQ:ASML) closed at $1,867.31 on October 2, up 3.25% on the day and 78.98% over twelve months. ASML makes the machines that print circuits onto silicon. At the leading edge, it is the only company that makes them. A m…
Europe is falling behind in the AI race. U.S. private investment in AI rose to $285.9 billion in 2025, according to Stanford University figures, dwarfing the $20.9 billion invested in Europe. The U.S. has higher AI adoption rates, a greate…
(Bloomberg) -- Qualcomm Inc. has agreed to license patents underpinning Huawei Technologies Co.'s novel LogicFolding chipmaking technique, a win for the Chinese company and its push to advance in overseas AI markets. Most Read from Bloombe…
Dell Technologies Inc. (NYSE:DELL) is having a remarkable year. The stock has galloped up more than 4 times since the end of February, yet the stock trades at just 21.3x forward earnings. Revenue is expected to surge by 69% this year befor…
Broadcom, Qualcomm, and Sensata Technologies Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing interest r…
Her Royal Highness The Princess Royal and leaders from public and private sectors join to celebrate opening of exhibition at gala SEOUL, South Korea, Oct. 1, 2026 /PRNewswire/ -- Samsung Electronics Co., Ltd., in partnership with the Briti…
Micron Technology Inc., the largest US maker of memory chips, gave a sales forecast for the current quarter that shattered estimates after the AI building frenzy fueled unprecedented demand. Revenue will be about $61.5 billion in the fisca…
Investing.com - Jefferies is calling the peak of the global semiconductor upcycle for Q4 2026, warning that multiple compression is already eating into European chip stocks even as underlying demand holds firm. Before you buy NVIDIA: our A…
This article first appeared on GuruFocus. ASML and Taiwan Semiconductor Manufacturing Co. are heading into earnings with investors focused less on recent results and more on how the market may respond. Both chipmakers have posted strong qu…
ASML (ASML) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this equipment supplier to semiconduc…
The U.S. is pouring billions into domestic semiconductor manufacturing to secure its AI ambitions, but replicating Taiwan's decades-old chipmaking ecosystem could be far harder than building factories. US Bets Big on Domestic AI Chip Manuf…
Wall Street has been in solid shape so far this year. State Street SPDR S&P 500 ETF Trust SPY has gained 12.1% while the tech-heavy Nasdaq-100 ETF Invesco QQQ Trust, Series 1 QQQ has jumped about 20% in the first nine months of 2026 (as of…
In recent days, ASML Holding reported continued share repurchases under its buyback program and highlighted its central role in supplying advanced EUV lithography tools that underpin AI chip manufacturing, while its CEO cautioned that tigh…
[3d rendering robotic arms with silicon wafers for semiconductor manufacturing] PhonlamaiPhoto/iStock via Getty Images ASML (ASML [https://seekingalpha.com/symbol/ASML]) and Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com…
Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to…
This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the Dutch maker of advanced chipmaking equipment, rose about 3.8% to $1,837.99 by roughly 11:17 a.m. ET Tuesday. JPMorgan's view that investors may return to semiconduct…
European equities traded in the US as American depositary receipts were lower on Tuesday morning, de PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…