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ASML, TSMC
What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling earlier this week.
ASML And TSMC Earnings: A Tale Of 2 Cities, Buy Both
Both ASML and TSMC are rated 'Buy' due to their monopolistic dominance and reasonable forward P/Es around 30x. Learn more about both companies here.
Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand
AI chip giant Nvidia (NVDA.O), which had briefly surpassed Apple as the world's most valuable company the previous day, dropped 4.5%, wiping out about $158 billion from its market cap, widening the gap with Apple's value of $3.56 trillion.
2d
on MSN
ASML Counts On AI-Related Orders to Revive Stock from Summer Dip
After a volatile summer, ASML Holding NV investors are hoping that its earnings report will underline the chip equipment ...
1d
on MSN
ASML Chip Crash Is an Opportunity. Why Nvidia and AI Stocks Will Rally Back.
ASML’s outlook sparked an overreaction from investors. It’s creating another buying opportunity for AI stocks.
18h
on MSN
Chip giant TSMC reports blockbuster results even as questions over AI mania loom
The demand for AI "is real," said CC Wei, TSMC's chairman and CEO.
12h
ASML: Timing Matters - Here's Why I'm Waiting
ASML stock plummeted 26% in two days due to earnings released early and disappointing guidance. Read more about ASML stock ...
The Edge Singapore
1h
Chip equipment giant ASML will bounce back
The latest revenue and guidance miss, which led to the recent record plunge in ASML stock, is likely to be in the rearview ...
12h
ASML Stock: Buy, Sell or Hold?
At $730 per share, ASML stock looks reasonably valued at 27 times forward earnings. However, it could remain under pressure ...
1d
Breakingviews: ASML’s weakness flags limits of the AI boom
As the sole maker of the most advanced chip-making machines, ASML’s health is a bellwether of sorts for the semiconductor industry. As such, the 260 billion euro company led by Christophe Fouquet sent ...
2d
on MSN
ASML results could provide insight into AI, China demand
ASML Holding, the Dutch company that makes the chip-making machines used by the major players in the semiconductor industry, ...
9h
on MSN
Nvidia Stock Hits Another Record High as AI Chip Excitement Returns
Nvidia shares hit another record high Thursday as concerns earlier this week about a softening in the semiconductor market ...
1d
on MSN
ASML Highlights Market’s AI Bubble Fears, but This Red Flag Would Rock Stocks. And 5 Other Things to Know Today.
U.S. banks beat earnings expectations as dealmaking returns, United Airlines shrugs off Delta’s gloom, and more news to start ...
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