ASMLF News and Press, ASML Holding NV From 05/13/24

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...

2024-05-09 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...

2024-05-06 14:15:24 ET Summary Eighteen new analysts joined in April. This article features summaries of their initial publications and recommendations, covering a wide range of companies across sectors including finance, technology, healthcare, and energy. Take a look to find...

2024-05-02 06:12:36 ET Summary The semiconductor industry has strong differentiation, financial metrics, and competitive advantages. Several popular semiconductor ETFs have outperformed the S&P 500 over the past decade by a wide margin. SOXX ETF is trading significantly ab...

2024-04-26 11:30:00 ET Summary VanEck Semiconductor ETF fell into correction territory, stunning late investors who chased the AI FOMO. Earnings growth estimates for the semiconductor industry remain robust, lowering the chance of a debilitating bear market decline. SMH's lead...

2024-04-25 02:21:02 ET Summary ASML maintains dominance in semiconductor lithography, commanding over 90% of the market share. Expansion strategies focus on market growth alignment and profitability enhancement, evidenced by Q1 2024 earnings performance. Projections foresee st...

ASML discloses 2024 AGM results Veldhoven, the Netherlands, April 24, 2024 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 24, 2024. The 2024 AGM marks the end of the terms of Peter Wennink and Martin van den Brink as Presi...

2024-04-24 10:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The portfolio meaningfully beat the benchmark MSCI EAFE Index, as well as the seconda...

2024-04-21 22:55:15 ET Summary The stock market has been experiencing unusual volatility in the past few weeks. High-flying stocks like Nvidia, Eli Lilly, and GE Aerospace have experienced significant sell-offs. Nvidia's recent drop may be due to concerns about its relationshi...