ASMLF News and Press, ASML Holding NV From 04/16/24

2024-04-16 14:16:55 ET Summary Just as the "Magnificent 7" stocks lead returns and headlines in US markets, an 11 stock basket called "GRANOLAS" have been called Europe's growth leaders. Here I run a head-to-head comparison using the Magnificent 7 as a proxy for the Invesco QQQ ET...

2024-04-12 04:00:00 ET Summary Mawer Investment Management is a privately owned, independent investment firm, managing over $67B in assets for individual and institutional investors across all major asset classes. The first quarter of 2024 saw a divergence in fortunes between equi...

2024-04-10 12:30:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. We believe internation...

2024-04-09 03:57:49 ET Summary Lam Research's position in the semi-cap during a memory rebound cycle should support outperformance in 2024, in my opinion. Memory makes up a noteworthy portion of Lam's total revenue, at 48% in its December quarter. Lam's stock has already outpe...

ASML cautions investors regarding Tutanota LLC’s “mini-tender” offer VELDHOVEN, the Netherlands, March 28, 2024 – ASML Holding NV (ASML) today announced that it recently became aware of an unsolicited “mini-tender” offer by Tutanota LLC to purchase ...

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...

2024-03-20 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...

2024-03-18 06:46:25 ET Summary I have been actively reshaping my portfolio by selling off low-conviction holdings and focusing on high-growth compounders. I have reduced my holdings from roughly 90 to roughly 70 over the past 6 months or so. I am excited about my current alloc...

2024-03-15 01:44:56 ET Summary I focus on dividend growth stocks as a strategy for long-term outperformance and financial freedom. I compare three new dividend-paying stocks (Meta Platforms, Booking Holdings, and Salesforce) to their high-conviction dividend growth stocks. I e...