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 chip stocks fell sharply in early European trade, with losses deepening as the trading day progressed.

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

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

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.

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 4% in early 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