ASML News and Press, ASML Holding N.V. From 05/16/24

2024-05-16 16:08:23 ET More on Applied Materials Applied Materials: Capitalizing On Centura Sculpta And OLED Expansion Applied Materials: Domination In Technology Inflections (Rating Upgrade) Applied Materials: Strong Growth Cycle Up Ahead Applied Materials Q...

2024-05-16 15:38:13 ET Summary Project $1M is a long-term buy-and-hold portfolio that aims to turn $275K into $1M by 2025 and outperform the S&P 500. 2024 has seen a positive start to the year. What's old is new - A new addition to the portfolio is a name that has been in ...

2024-05-16 07:00:00 ET Summary ASML maintains its position as the top company in the advanced chip lithography equipment market due to its technological superiority. Positive recent developments for ASML include a management change, subsidies, government incentives, and minimal im...

2024-05-15 15:51:25 ET Summary KLA designs and sells "metrology and inspection" equipment, which plays a crucial role in yield enhancement for semiconductor manufacturing. KLA reported higher than expected EPS and revenue for Q3 2024. KLA holds a dominant market position in th...

2024-05-15 06:05:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Technology Fund outperformed the MSCI ACWI Information Technology Index and the ...

2024-05-14 09:29:59 ET More on semiconductors Intel: Steep Descent Creates Buying Opportunity (Technical Analysis) Taiwan Semiconductor: Breaking Major Upside Levels (Technical Analysis) Taiwan Semiconductor: Tracking A Trailing-Edge Semiconductor Slowdown Ch...

2024-05-13 04:06:09 ET Summary I have been focused on accumulating shares of blue chip compounders with market-beating returns and increasing passive income. I have reduced my holding count from 85 stocks/funds to 70 and have become more concentrated in my highest conviction ideas...

2024-05-10 03:40:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Global Advantage Fund gained 3.6% during the first quarter, compared to the 8.2%...

2024-05-09 22:26:54 ET Summary Fisher's 13F portfolio value increased by 5% to $214B this quarter, with a decrease in the number of holdings from 1161 to 964. Microsoft, Apple, Nvidia, Amazon, and Alphabet are the five largest individual stock positions, accounting for 20% of the ...

2024-05-07 09:05:01 ET Summary Warren Buffett's decision to sell Apple shares is likely driven by concerns over short-term profit prioritization, weakening market position, and increasing regulatory and geopolitical risks. Apple's failure to deliver innovative projects like Projec...