ASML News and Press, ASML Holding N.V. From 03/27/24

2024-03-27 08:42:22 ET Summary ASML's stock price has surged by 42% since July 2023, driven by their monopoly position in Extreme Ultraviolet (EUV) technology and strong growth in wafer demands. The growing demand for high-bandwidth memory (HBM) in AI computing presents significan...

2024-03-26 20:48:44 ET Summary Lone Pine Capital's 13F portfolio value increased from $10.37B to $11.56B this quarter. The number of holdings decreased from 26 to 25. The top three positions in the portfolio are Meta Platforms, Taiwan Semi, and Microsoft. This articl...

2024-03-25 13:47:00 ET Summary Boeing's top boss Dave Calhoun plans to step down at the end of the year. Mizuho turns cautious on the EV sector, downgrades Tesla, Rivian, and Nio. Look beyond the Magnificent 7 to the GRANOLAS in Europe - Goldman Sachs. Listen below o...

2024-03-25 11:39:39 ET More on semiconductors Intel Remains One Of Our Top Investments, Despite The China Risk Micron Will Experience Strong Tailwinds As GPU Capacity Loosens Up Micron: Despite Its Recent Rally, Micron Remains Undervalued Intel could lose as ...

2024-03-24 13:38:10 ET More on the GRANOLAS Sequoia Fund -  SAP SE: We See A Clear Path To Enhanced Profitability ASML: Don't Be Fooled Into Buying Its Overvalued Shares Now What AstraZeneca Is Getting Through The Acquisition Of Fusion Pharmaceuticals Mo...

2024-03-23 05:09:45 ET Summary The VanEck Semiconductor ETF performed well due to its holdings in leading semiconductor companies, particularly Nvidia and AMD. Increased competition in the AI chip market poses a risk to SMH, especially if Nvidia's performance reverts to the mean. ...

2024-03-23 03:45:00 ET ASML (NASDAQ: ASML) often refers to itself as "the most important tech company you've never heard of." Still, that moniker is likely becoming less accurate as more investors become aware of the company's importance in the production of equipment that creates t...

2024-03-21 14:34:40 ET More on semiconductors Micron Fiscal Q2 Quick Takes: Beware Of The Capacity Chokehold Micron Q2 Earnings: A Blowout Report Micron: HBM Is Sold Out In FY24/FY25 Thanks To AI Demand, Rating Maintained China's Xi Jinping plans to meet with...

2024-03-21 11:48:55 ET More on S&P 500 Index: Chairman Powell Hits A Grand Slam Home Run Despite What The Fed Says, The Policy Is Still 'Higher-For-Longer' The Fed Is More Dovish Than The Market Anticipates Dow, S&P, Nasdaq rise as Fed reaffirms rate ...

2024-03-20 13:30:00 ET Summary ASML Holding N.V. dominates the EUV lithography market but is facing concerns about its very high valuation. The company's order cycle suggests a more robust recovery in 2025, with further order flow expected in 2024. ASML's exposure to China and...