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Intel has started the volume production of its client CPUs, which could help it deliver better-than-expected numbers and guidance.
Intel Corp‘s manufacturing comeback may have just crossed its biggest checkpoint yet—and it isn’t about a new processor. Instead, it’s about the machine that built it. ASML Holding N.V. CEO Christophe Fouquet revealed Wednesday that Intel is already producing commercial...
Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.
The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
TSMC and ASML are two of the most important companies in the semiconductor value chain.
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
ASML Holding (ENXTAM:ASML) announces a one time €20,000 gross bonus for eligible employees worldwide. The company introduces new long term share awards designed to retain employees over multiple years. Management links these measures to strong AI related demand and ongoing capacity expansion plans. ASML sits at the center of the semiconductor equipment chain, supplying lithography systems that chipmakers use to produce advanced processors. The new global bonus and share award plan come as...
The only company that makes the EUV machines behind advanced AI chips just told investors how fast it can grow.
RSP is beating SPY for the first time in years, but two specific signals will determine whether equal-weight strategies keep their edge or surrender it back to the mega-caps before year end.
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Chip gear giant ASML resisted last week's AI rout. But investors should also look beyond stocks tied to the artificial intelligence buildout
The company has a technological monopoly on machines that are vital for manufacturing advanced logic chips and high bandwidth memory.
The company plans to expand its capacity by 30% in the next two years.
European stock markets closed mixed in Friday trading with the Stoxx 600 down 0.5%, Germany's DAX sh
European equities traded in the US as American depositary receipts were lower on Friday morning, she
(Bloomberg) -- ASML Holding NV will give employees globally a one-time €20,000 ($22,862) bonus, joining other firms in the chip industry to offer payouts as artificial intelligence demand fuels record sales. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps P
The latest analyst work on ASML Holding includes a higher central fair value estimate, moving from €1,687.39 to €1,838.02, which feeds into refreshed price target thinking for the stock. This reset is being linked to Street research that leans on fuller EUV order books, stronger assumed demand tied to AI related infrastructure, and higher long term shipment and margin assumptions. Read on to see how these shifting inputs are shaping the current analyst narrative around ASML Holding and how to...
ASML Holding raised its full-year sales guidance on July 15 for the second time in 2026, and investors treated it as confirmation that the AI buildout still has room to run. A day later, Taiwan Semiconductor Manufacturing (TSM) did almost the same thing, lifting its own 2026 outlook for the second ...
July 17 (Reuters) - Global equity funds attracted inflows for an eighth consecutive week through July 15, as investor risk appetite was lifted by a strong start to the earnings season and cooler U.S.
By Tharuniyaa Lakshmi and Johann M Cherian July 17 (Reuters) - European shares fell on Friday, tracking a loss in global markets on the back of a chip-stock selloff and an escalating Middle East
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.