ASML
NASDAQ · Technology
ASML Holding N.V.
$1,586.45
+69.85 (+4.61%)
ASML News30 articles
ASML Shares Dip Amid AI Optimism and China Export Concerns
ASML's U.S. shares slipped 0.83% as a strong 2026 outlook clashes with China export worries. Q1 sales hit €8.8B.
AI Stocks Slide on OpenAI Jitters Ahead of Tech Earnings
AI stocks fell Tuesday after an OpenAI report on missed targets triggered declines in Oracle, CoreWeave, and chipmakers, ahead of earnings from major tech firms.
TSMC Shares Dip Amid AI Spending Jitters; Big Tech Earnings Loom
TSMC shares slipped 2.9% on renewed worries over AI capital expenditures, just ahead of major Big Tech earnings reports that could set the tone for the sector.
ASML's AI-Driven Growth Faces TSMC's High-NA EUV Machine Delay
ASML shares climbed 2.3% on strong Q1 earnings and a raised 2026 outlook, but TSMC's delay in adopting the €350M+ High-NA EUV machine adds uncertainty to the AI-driven growth story.
Beijing Warns US Chip Export Bills Threaten Global Supply Chain Stability
China warned that US export-control bills targeting semiconductors could disrupt global chip supply chains, following House panel approval of the MATCH Act.
Taiwan Eases Stock Limits, TSMC Hits Record High
TSMC shares closed at a record NT$2,185 in Taipei after Taiwan eased single-stock limits for local equity funds and active ETFs, allowing up to 25% investment in the chipmaker.
AMD Shares Near Stifel Target as May 5 Earnings Loom
AMD shares neared Stifel's $320 target before retreating. The chipmaker reports Q1 earnings on May 5, with AI deals from Meta and OpenAI under scrutiny.
TSMC Delays High-NA EUV Adoption, Unveils A13 and N2U Roadmap
TSMC introduced its A13 chip technology and a new 2-nanometer variant called N2U, while confirming it will postpone adoption of ASML's advanced High-NA EUV lithography systems until at least 2029.
ASML Confirms Capacity to Meet 2026 AI Chip Demand, Cites China and Tech Adoption Risks
ASML's CEO assured investors the company will not constrain the global chip industry's ability to meet AI-driven demand in 2026, following significant capacity investments. The company raised its 2026 sales outlook to €36-40 billion, though it flagged persistent risks from geopolitics and the adoption of its newest, costlier machines.
Intel Q1 Earnings: AI Chip Supply Crunch Tests Turnaround Strategy
Intel faces its Q1 earnings report Thursday, with investors scrutinizing whether the chipmaker can meet surging AI server processor demand. Despite expected data center growth, overall revenue and earnings are projected to decline sharply.
NVIDIA Stock Dips on Google's AI Chip Ambitions, Inference Market in Focus
NVIDIA shares declined Tuesday following reports that Google is negotiating with Marvell Technology on new AI processors, signaling major cloud providers' efforts to reduce reliance on NVDA's dominant hardware. The stock drop trimmed NVIDIA's market capitalization to approximately $4.53 trillion.
Alphabet Shares Dip Amid AI Chip Talks, Investor Focus on Spending
Alphabet shares declined 0.9% Monday as reports emerged of Google negotiating with Marvell Technology on AI chip development, despite ongoing investor unease about the company's substantial capital expenditure plans. Marvell stock surged 6.1% on the news.
Nvidia Expands Robotics Ambitions as Chipmakers Signal Sustained AI Demand
Nvidia is advancing its robotics initiatives through an expanded collaboration with Cadence Design Systems, integrating AI models with simulation tools. Concurrently, leading chip manufacturers TSMC and ASML have upgraded their sales outlooks, underscoring robust demand for artificial intelligence hardware.
Alphabet's AI Spending Surge Draws Investor Scrutiny Ahead of Earnings
Alphabet shares traded near $337 as investors await its April 29 earnings, with attention on a potential capital expenditure surge to $185 billion for 2026 and recent AI chip deals.
Broadcom Gains on Meta AI Chip Extension, Goldman Reaffirms Bullish Stance
Broadcom shares advanced following Goldman Sachs reiterating a buy rating and $480 target, driven by Meta's expanded AI chip agreement through 2029. The firm continues securing major custom silicon deals.
S&P 500 Futures Steady Near Peaks as Oil Slides, Netflix Tumbles
U.S. equity futures were little changed Friday, with the S&P 500 hovering near all-time highs as crude oil prices retreated. Netflix shares plunged in premarket trading following disappointing quarterly forecasts.
S&P 500, Nasdaq Scale New Peaks on Earnings Strength, Ceasefire Hopes
Major U.S. equity indices climbed to record levels Thursday, driven by strong corporate results and hopes for a de-escalation in Middle East tensions, though rising oil prices and mixed economic data introduced notes of caution.
Nvidia, Cadence Partner to Accelerate AI Robotics Development
Nvidia and Cadence Design Systems are partnering to integrate Cadence's physics engines with Nvidia's AI models to train robots in simulated environments. The move expands Nvidia's focus beyond data centers into robotics and agentic AI.
Bernstein Lifts AMD, Intel Targets on AI Server Demand and Meta Deal
Bernstein increased price targets for AMD and Intel, driven by robust AI server chip demand and a major multi-year deal with Meta. AMD shares rose 5.8%, while Intel gained 4.1%.
Microsoft and Oracle Rebound as AI Spending and Power Deals Fuel Optimism
Microsoft and Oracle shares advanced Thursday, buoyed by robust AI demand signals and Oracle's major power procurement for its data centers. Investors are reassessing the heavy tech investments of recent years.
Geopolitics, Bank Earnings, and Inflation Data Set the Tone for Markets
Markets enter the week focused on geopolitical developments in the Middle East, a key slate of bank earnings, and fresh inflation data. The S&P 500 has nearly recouped losses from February's market shock.
Micron Shares Slide on AI Memory Efficiency Fears, Rival Expansion
Micron Technology shares dropped 4.2% to $366.23 amid concerns over Google's new AI memory efficiency tool and competitor expansion. The decline follows Micron's record quarterly results and a planned $5 billion increase in 2026 capital spending.
Micron Shares Slide Amid Debt Offer and Rival SK Hynix's Expansion Moves
Micron Technology shares declined 4.7% to $377.08 following the launch of cash tender offers for senior notes and a $5 billion increase in 2026 capital expenditure, while competitor SK Hynix unveiled plans for a confidential U.S. listing and a $7.97 billion order for ASML chipmaking tools.
Nvidia's AI Momentum Tempered by Supply and China Concerns
Nvidia's stock remains 17% below its 52-week high as investors weigh robust AI demand against persistent supply chain bottlenecks and geopolitical risks in China.
Lam Research Slips Amid Tech Rout Despite Strong AI Outlook
Lam Research shares declined 2.4% to $228.36 Friday, dragged down by a sector-wide tech selloff. The company maintained strong March-quarter revenue guidance of approximately $5.7 billion but highlighted vulnerabilities from its significant China business.
Lam Research and IBM Forge 5-Year Pact to Pioneer Sub-1nm Chip Technology
Lam Research and IBM have entered a five-year partnership to advance chipmaking technology beyond 2nm nodes, targeting sub-1nm processes. Lam's shares climbed $4.49 to $215.64 following the announcement.
Besi Stock Drops on HBM Standard Shift, Clouding Hybrid Bonding Outlook
BE Semiconductor Industries shares declined sharply in Amsterdam trading following reports that relaxed high-bandwidth memory standards could delay uptake of its hybrid bonding technology. The sell-off occurred despite the company reporting robust quarterly orders and forecasting higher revenue.
Lam Research CFO Forecasts $135B Chip Equipment Boom by 2026, Cites AI and Packaging Demand
Lam Research's CFO anticipates wafer-fab equipment spending could reach $135 billion in 2026, up from $110 billion in 2025, fueled by AI and advanced packaging demand, though cleanroom limitations pose a challenge.
Lam Research Leads Chip Equipment Selloff Amid Oil Spike, Insider Sales
Lam Research shares tumbled 5.9% in extended trading, dragging down peers like Applied Materials and KLA. The selloff was fueled by a sharp rise in oil prices and broader market避险 sentiment, with insider sales adding to the pressure.
ASML Targets AI Chip Packaging in Strategic Expansion Beyond EUV
ASML is researching advanced packaging equipment for AI chips, aiming to diversify beyond its core EUV lithography business. The company's stock has climbed more than 30% in 2024, valuing it near $560 billion.