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Can Applied Materials Sustain Momentum in Its AGS Business?
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…
Why ASML’s (ASML) Capacity Is Fully Booked Through 2027
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…
The Unconventional Route to Fusion Power Just Hit a World First
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 Demand Meets Reality in ASML Stock and Semiconductor Equipment Shares
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…
ASML Holding (ASML) Tests Its Valuation As The Mistral Deal Reshapes The Story
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…
Why Is ASML Holding (ENXTAM:ASML) Drawing Bullish Calls Ahead Of Q3?
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 Poised for Q3 Upside on Strong EUV Demand, RBC Says
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…
Should You Invest in Lam Research Stock Despite Its Premium Valuation?
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…
ASML (ASML) Stock Sinks As Market Gains: What You Should Know
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…
Markets climb as a handful of tech stocks power the rally
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…
Can Rising AI Demand Drive Growth for ASML's Advanced Technologies?
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…
What is ASML’s (ASML) Economic Moat, and is it Widening or Narrowing?
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…
Can Europe’s industrial legacy give it an AI advantage?
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…
Qualcomm Licenses Patents on Huawei’s LogicFolding Chip Tech
(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…
ASML, TSM Earnings Could Expose a New Risk for the AI Trade
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…
Here is What to Know Beyond Why ASML Holding N.V. (ASML) is a Trending Stock
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…
Does ASML (ENXTAM:ASML) Share Buybacks Mask Rising Geopolitical Risk in Its AI EUV Monopoly?
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…
UBS names top European chip stocks to watch ahead of Q3 2026 earnings season
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…
ASML Stock Surges 3.8% as AI Rebound Returns to Lithography
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 Lower in Tuesday Trading
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…
KLAC's Backlog Surges on AI Demand: Can It Outpace AMAT & ASML?
KLA Corporation KLAC is benefiting from a strong backlog and improving semiconductor equipment demand, supported by accelerating Artificial Intelligence (AI) infrastructure investments and rising spending across leading-edge chip manufactu…
European chip stocks rise as Anthropic spending outlook lifts AI demand hopes
Investing.com -- European semiconductor shares rose on Tuesday, led by X-Fab Silicon Foundries, on reports that AI startup Anthropic's IPO prospectus pointed to a sharp increase in spending on cloud, computing and infrastructure. Still gue…
European equities edge up as yield spike and rising crude saps sentiment
Investing.com - European stock bourses traded marginally higher on Monday as investors digested a sharp spike in global bond yields and rising crude oil prices, leaving benchmark equity indices struggling to establish a direction. Still gu…
ASML (ASML) Increases Despite Market Slip: Here's What You Need to Know
In the latest trading session, ASML (ASML) closed at $1,771.41, marking a +1.58% move from the previous day. This move outpaced the S&P 500's daily loss of 0.77%. On the other hand, the Dow registered a loss of 0.67%, and the technology-ce…
ASML reports transactions under its current share buyback program
ASML Netherlands BV ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. Date Tota…
Semiconductor Front End Equipment Market Size, Share, and Forecast, 2026-2035 | AI Demand and 2nm Fab Investments Drive 7.2% CAGR Toward USD 182 Billion
Company Logo AI chip demand, leading-edge fab investments and CHIPS Act incentives are boosting orders, while ASML's EUV monopoly and Asia-Pacific's fab concentration shape returns Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "Semiconductor…
ASML (ENXTAM:ASML) Stock Could Be Undervalued Following Fresh AI Demand News
ASML Holding has ridden a powerful semiconductor and AI equipment cycle, which leaves investors asking whether the current share price is still grounded in its earnings profile. With the stock now reflecting years of enthusiasm about its e…
European AI-linked stocks rally After Anthropic’s $11.6 bln computing deal
Investing.com -- Shares in European companies linked to the buildout in artificial intelligence rallied on Friday after Anthropic signed a computing deal worth at least $11.6 billion, offering a fresh tailwind for AI-linked companies as th…
ASML vs. Applied Materials: Which AI Chip-Equipment Stock Is the Better Buy?
ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending. ASML trades around 31 times forward earnings, while Appli…
Is Taiwan Semiconductor (TSM) Stock a Better Bet than ASML Holding (ASML) as Advanced Chipmaking Accelerates?
On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V. (NASDAQ:ASML) announced a collaborative industry initiative to transition the semiconductor sector to a 12-inch Extreme Ultraviolet (EUV) p…
ASML Drops 1.8% as $400 Million High-NA Tools Reach More Fabs
This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the Dutch chipmaking equipment leader, won broader commitments for its roughly $400 million High-NA EUV machines. Its U.S. shares still fell about 1.8% to $1,713.41 at 1…
Market Chatter: ASML Executive Warns Europe Will Fall Behind in Chip Development Due to Lack of Investment
ASML (ASML) is not making sales of chipmaking machines in Europe due to a dearth of investment and c 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…
Odessa Appoints Mathew Abraham as Chief Executive Officer
Former COO returns to lead Odessa's continued growth from a position of strength. PHILADELPHIA, September 22, 2026--(BUSINESS WIRE)--Odessa, the world's largest software company dedicated to asset and auto finance, today announced the appo…
3 AI Infrastructure Stocks Investors Should Watch As Data Center Spending Builds
AI and data-center spending now sit at the crossroads of higher rates, fragile growth and jumpy energy markets, which is exactly where big shifts in market leadership are often born. Investors focused only on rate-sensitive sectors risk mi…