ASML

TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal about how far this stock can run.

Yahoo · 2h ago

Sara Awad from Tech Contrarians gives a preview of Micron's earnings and updates on other tech names.

SeekingAlpha · 13h ago

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 extreme ultraviolet lithography franchise, the key issue is how much of ASML Holding’s earnings power is already embedded in today’s valuation. Over the past 3 years, ASML Holding has delivered a 179.2% return, which puts a lot of weight on the question of...

Yahoo · 18h ago

ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

Yahoo · 1d ago

China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and stocks still rallied. Click for this update on chips.

SeekingAlpha · 1d ago

These suppliers sit in the middle of the AI infrastructure boom.

Yahoo · 1d ago

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 the buildout in infrastructure linked to the technology continued.

Yahoo · 2d ago