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A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.
LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.
The brokerage says China’s progress in DUV lithography poses only a limited financial risk and sees the recent selloff as a buying opportunity.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
Asian stock markets churned downwards on Tuesday, with tech-exposed exchanges closing sharply lower
European stock indexes rose in early trade after further falls in oil prices buoyed sentiment. The Europe-wide Stoxx 600 was 0.3% higher. London's FTSE 100 nudged up 100 amid conflicting earnings stories.
South Korean and Japanese tech took another battering Tuesday, leading losses across most Asian stock markets, as a report of a breakthrough in China's chip industry compounded growing worries about the longevity of the AI boom.There were also losses across most other markets, though Hong Kong was the standout as its tech firms enjoyed some much-needed buying following a painful first half of the year.
A Shanghai-based company aims to supply tools to domestic chipmakers as China seeks greater semiconductor self-reliance, according to a report in The Information.
ASML stock sinks on reports of rising Chinese DUV competition. Here’s why ASML shares are worth buying on the dip.
Rumors of a new China-made DUV system caused a sell-off of the high-flying semiconductor king.
Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL
According to a report by The Information, a Chinese state-backed firm has started producing one of the semiconductor industry's most critical manufacturing tools and plans to deliver the systems to domestic chipmakers.
ASML stock tumbled on Monday on a report of competition emerging in China. It was among the biggest losers on the Philadelphia semiconductor index.
ASML stock (ASML) is trailing after The Information reported the emergence of a new Chinese state-backed company that is directly competing with the Dutch chipmaker.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
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.
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.
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. TSMC shares fell roughly 4% in the morning session despite a record profit beat.
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.
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.
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