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After ASML Holding (ASML) raised its full-year sales guidance, HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.
Second-quarter sales and margin beat guidance as customers accelerate capacity plans
Meta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]
<body><p>STORY: ASML raised its 2026 financial forecasts on Wednesday after better-than-expected Q2 earnings. </p><p>The world's biggest supplier of computer chip manufacturing equipment also said it would increase capacity as AI demand boosts revenue. </p><p>ASML now expects this year's net revenue to reach up to $51 billion, a 16% forecast increase.</p><p>And Q2 revenue hit over $10.6 billion which topped analyst estimates. </p><p>With one calling the earnings “blowout results across the board.”</p><p>The Dutch company is the world's only maker of extreme ultraviolet lithography (EUV) tools, which are essential for making cutting-edge chips. </p><p>Its customers, including TSMC, Samsung and SK Hynix, are racing to add capacity for AI-related demand.</p><p>ASML said it intended to expand capacity by 30% in each of the next two years for its flagship EUV tools…</p><p>As well as for deep ultraviolet (DUV) tools needed for less advanced chips and by customers in China.</p><p>Investors liked what they heard from ASML and shares were up over 5% in early trade. </p></body>
Sharp pros are giving fresh attention to Brazil, India, and parts of Africa. Focused China plays could work, too.
(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov
ASML, the world's biggest supplier of equipment used to manufacture computer chips, on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from makers of artificial intelligence chips offset uncertainty over sales to China. Revenue for the three months ended June 30 was 9.33 billion euros ($10.90 billion), compared with the 8.80 billion euros expected by analysts, according to LSEG median estimates. Net income was 2.92 billion euros, compared with the 2.62 billion euros expected, according to LSEG data.
Today Earnings: Johnson & Johnson, Morgan Stanley, BlackRock, PNC Financial Services, Conagra, Cintas, United Airlines, Bank of New York Mellon, Elevance Health, J.B. Hunt, ASML Economic data: Producer-price index data for June, Empire State manufacturing survey, EIA weekly petroleum status report, Fed beige book.
We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Ray Dalio’s best stocks to buy. On June 4, WSJ reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Chief Executive C.C. Wei told shareholders the company is not losing its edge in next-generation chip […]
ASML stock has surged this year and Wall Street thinks it could raise its sales guidance when it reports earnings Wednesday.
Taiwan Semiconductor May Raise Chip Prices for the First Time in Years
Every serious AI chip on earth runs through one foundry, yet most investors are still sleeping on the infrastructure play hiding in plain sight. Here is why a recent macro selloff turned into a buying opportunity that is hard to ignore.
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Applied Materials (NasdaqGS:AMAT) has entered a new 10 year partnership with Taiwan Semiconductor Manufacturing Company focused on advanced AI chip packaging. The agreement is tied to AI driven infrastructure investment and shifting industry cash flows toward chip equipment suppliers. The deal underscores long term demand visibility for Applied Materials’ tools within TSMC’s AI related production plans. Applied Materials sits at the center of the semiconductor equipment industry, supplying...
Every record-breaking chip sale and soaring data center budget is quietly starving another corner of the tech economy, and corporate earnings are starting to expose which companies are caught on the wrong side of that divide.
Meta Platforms (META) is moving another step closer to building its AI future on its own technology. According to a recent Reuters report, the company plans to begin production of its custom AI chip named “Iris” beginning in September. The chip is expected to support Meta’s growing AI ambitions as...
Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.
TSMC, the world’s largest contract chip manufacturer, is set to report earnings Thursday, with traders expecting a big move from the stock.
Taiwan Semiconductor Manufacturing (TSM) reported June revenue on July 13 that ran counter to its own recent history, and the timing is not a coincidence. June is normally the month when the world’s largest contract chipmaker cools off, not accelerates. This year revenue climbed instead of ...
Earnings season is here and we’ve got the first batch of big name companies reporting earnings this week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs and Unitedhealth Group all set to report.
ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.
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