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BlackRock led a major rally in financial stocks. Its assets under management crossed a record $15 trillion for the first time, boosting its shares by 7%. Dealmaking added fuel to Wall Street, with PayPal surging 17% on a reported $53 billion takeover offer from Stripe and Advent.
Investors were watching closely for clues about the staying power of the AI revolution. They got what they were looking for.
ASML’s plans to hike prices on its tools are already drawing pushback from its largest customer, TSMC, The Information reported.
ASML has room to raise prices for some of its chipmaking equipment, its chief financial officer said on Wednesday, after an earnings report in which it said its capacity to produce cutting-edge EUV tools is nearly fully booked through the end of 2027. CFO Roger Dassen said on a call with analysts that the current environment gives the company "better pricing power" and "a pretty strong runway for potential price improvements going forward". Tech news site the Information reported earlier on Wednesday that ASML was meeting resistance from Taiwan Semiconductor Manufacturing Co in talks on price raises, citing people familiar with the discussions.
Strong AI-related demand continues to drive customer spending.
ASML Holding NV (NASDAQ:ASML, XETRA:ASME) shares rose about 3% at the open on Wednesday after the semiconductor equipment maker reported second quarter results that topped expectations and raised its full-year 2026 revenue forecast. The company posted second-quarter revenue of €9.33 billion...
U.S. stocks caught a break this week—and found a window in which to exploit it over the next two weeks—as inflation data suggest a taming of Federal Reserve rate-hike bets and the outlook from a key player in the market for artificial intelligence outpaced Wall Street’s forecasts. Tuesday’s inflation data got the ball rolling, with the softest monthly print since the Covid-19 pandemic and annual gains that fell shy of Wall Street estimates cratering bets on a July Fed rate hike.
The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
US stocks appeared set for a steady start on Wednesday as investors drew confidence from strong bank earnings and a softer-than-expected inflation report the day before, even as oil prices remained elevated following fresh US strikes on Iran. Nasdaq futures were up 0.5% ahead of the opening...
The Dutch chip equipment maker now expects full-year net sales of €43 billion to €45 billion, up from a prior forecast of €36 billion to €40 billion
Semiconductor equipment giant ASML beat estimates for the second quarter and raised its outlook for the full year. ASML stock rose on the news.
U. S. stock futures traded modestly higher on Wednesday after inflation data came in below expectations, easing concerns that the Federal Reserve may need to raise interest rates in the near term.
(Updates with the stock move in the headline and first paragraph, and Intel collaboration in the las
Top computer chip equipment maker ASML said its capacity expansion plans in 2027 and 2028 unveiled on Wednesday along with second-quarter earnings take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas. "We're in dialogue with all our customers and we know ... what their building plans are," Chief Financial Officer Roger Dassen said on a call.
The focus turns to Wednesday's release of the Producer Price Index and a wave of earnings.
ASML Holding's sales and margin forecasts for the current quarter are above expectations, Jefferies analysts wrote in a note to clients. The Dutch supplier of semiconductor-making equipment is projecting sales between 11 billion and 12 billion euros in the third quarter.
By Tharuniyaa Lakshmi and Johann M Cherian July 15 (Reuters) - European shares were little changed on Wednesday as caution over escalating tensions in the Middle East overshadowed strong earnings
Investing.com - U.S. stock futures edged higher on Wednesday after a softer-than-expected inflation reading eased fears that the Federal Reserve may soon raise interest rates.
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