European indexes largely rose at market open, with the Europe-wide Stoxx 600 lifted by the banking sector.

A larger foundry budget strengthens demand visibility for the machines required to manufacture advanced AI processors.

Paul Tudor Jones has a growing put position and a now-liquidated common stock position in Applied Materials. Is he bearish on AI?

TSMC and ASML are two of the more important companies in the chip realm.

ASML stock is pulling back in a base after a two-week rally. The chip equipment maker sees strong demand.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]

Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here is what the gap between Applied Materials, Lam Research, and KLA signals about where the trade goes next.

ASML Holding (ENXTAM:ASML) is drawing fresh attention as memory makers move to next generation DRAM nodes for HBM4, DDR5, GDDR7 and 3D DRAM production. Leading DRAM suppliers are aligning new manufacturing roadmaps with wider use of extreme ultraviolet lithography and related tools supplied by ASML. The shift is closely tied to demand for advanced memory used in AI workloads and hyperscale data centers, where faster and denser DRAM is a key bottleneck. This positions ASML's technology as a...

European stock indexes largely slipped, with technology and industrial stocks falling, as higher oil prices and borrowing costs weighed.

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

ASML's AI-fueled EUV growth and strong outlook remain compelling, but a premium valuation, debt and rising competition argue for patience.

European markets started the new week mostly higher with the Europe-wide Stoxx 600 index gaining and boosted by technology and pharma stocks.

Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and Tepper actually did with their semiconductor books.

Three out of the five top stocks should more than double annual earnings. Nvidia is seen nearly doubling earnings this year.

Walmart, Target and other retail earnings take center stage this coming week. Alibaba and Viking Holdings also are on tap.

Applied Materials shares fell about 5% in premarket trading on Friday, as the ‌chip equipment maker's upbeat outlook failed to ‌soothe investors worried about the threat from intensifying competition. The muted reaction ​illustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a ‌sharp rally that ⁠has more than doubled Applied's shares this year, investors want clearer signals that the ⁠company's growth is outpacing rivals in the wafer-fab-equipment market.

Strong earnings may no longer be enough for chip investors

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

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Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to […]

Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC’s strong revenue update. The year-to-date share price return of 57.56% and 1-year total...

The machines behind every advanced artificial intelligence chip in production come from one company, and its stock just dropped 18% in a single month. If you hold shares in any AI company, this Dutch firm’s technology sits at the foundation of every chip powering those investments. ASML Holding, ...

A customer's robust sales are fueling the rally.

Find insight on TSMC, ASML Holding, Axiata and more in the latest Market Talks covering technology, media and telecom.

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

Use this test to identify a top dog and first-mover in an important, emerging industry.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining.

These might be the two best chip stocks, period.

Chip designers have one distinct advantage.

TSMC's accelerating monthly sales reinforce ASML's decision to expand lithography capacity by approximately 30% annually.

A Chinese company is reportedly manufacturing its own DUV systems.

A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.

Shares of semiconductor tool makers jumped after Taiwan Semiconductor posted a jump in revenue for July.

The AI-focused hedge fund has now committed $500 million to Source Foundry, a Stanford-founded startup aiming to challenge ASML in chip manufacturing equipment

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

ASML Holding stock has delivered strong returns over recent years, yet the current valuation screens as expensive on standard checks, which raises questions about how much of the story is already reflected in the share price. Over the past 3 years ASML Holding has returned 168.7%, which puts recent weakness into context and shows how much the stock has already rewarded long term holders. Expectations around ASML Holding's ability to sustain profitable growth in semiconductor equipment can...

ASML Holding (ENXTAM:ASML) faces a new challenger as chipmaking startup Source Foundry secures substantial funding to develop lithography equipment for advanced semiconductors. The well financed entrant is targeting bottlenecks in AI chip production, directly addressing a core area of ASML's current business focus. Investors are weighing how fresh capital and technical ambitions at Source Foundry could influence competition in high end lithography tools over the longer term. For a fuller...

Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror.

Source Foundry, a chipmaking startup reportedly valued at $5 billion, has secured fresh investment from hedge fund Situational Awareness as it seeks to reinvent semiconductor manufacturing. Situational Awareness Bets Big on Chip Startup Situational Awareness has invested $500 million in...

Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter.

These supporting stocks often get ignored in favor of higher-profile names.

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Decentralized crypto exchange PancakeSwap (CRYPTO: $CAKE) expanded its tokenized equities offering on Thursday, lis...