We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize ...

Super Micro Computer (SMCI) has been on a rollercoaster ride over the past two years.The stock soared 730% from May 2023 to March 2024—only to ...

Within the next several weeks, Intel is likely to be broken up into at least two, possibly even three or more pieces, as the ...

Progress has admittedly slowed since then, partly because of limited access to ASML's newest circuit-printing ... injecting AI into highly automated factory lines could deliver a further ...

Shares in Dutch semiconductor-equipment manufacturers ASML, ASM International and BE ... whole the total shareholder return was 27%. French Factory Mood Darkens as 2025 Clouds Gather Sentiment ...

We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

U.S. President Donald Trump has jolted global markets with an earlier-than-expected and stringent implementation of tariffs on China, Canada and Mexico.

ASML’s AI-driven demand, High-NA EUV dominance, and solid execution support a 33% two-year price CAGR, despite near-term China risks, making it a compelling buy even at current levels. Strong Q4 ...

ASML's critical role in semiconductor manufacturing, driven by AI advancements, makes it a key player with significant growth potential, despite geopolitical challenges. Open-source AI models like ...

One of the stocks that is poised to win over the long term from the AI boom is ASML (NASDAQ: ASML), the leading maker of lithography equipment used to make semiconductors. Let's take a look at ...

Investors with a lot of money to spend have taken a bullish stance on ASML Holding ASML. And retail traders should know. We noticed this today when the trades showed up on publicly available ...