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2024-06-05 12:30:36 ET More on Analog Devices, Applied Materials, etc. ASML: A Breakout Rally Seems Imminent (Upgrade) Nvidia: Not Best Place For AI Bets Intel: Poised For A Recovery (Upgrade) ASML rises after plans to ship new EUV machines to Taiwan Semicond...
2024-06-05 11:30:00 ET Summary ASML stock has recovered most of its April losses, demonstrating incredible resilience. The AI gold rush is expected to benefit ASML significantly. China's push for chip self-sufficiency should also spur demand for ASML's more mature lithography ...
2024-06-05 07:41:26 ET More on ASML ASML: High NA EUV Development Paves Long-Term Growth Extreme UV Is The Future For Chips, ASML Holding Has A Monopoly ASML Holding: From Bullish Momentum To Balanced Outlook TSMC, ASML could remotely shut down Taiwan chip ma...
2024-06-04 08:47:00 ET When it comes to all things accelerated computing and artificial intelligence (AI), Nvidia (NASDAQ: NVDA) has rightfully stolen the spotlight. But an entire supply chain ecosystem is hard at work helping Nvidia bring its AI systems to market. And a company cal...
2024-06-04 08:25:19 ET Summary The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF with a few minor twists. The portfolio gained 1.28% in May, trailing the S&P 500 by 3.68%. Since its inception,...
2024-06-04 06:16:24 ET More on Taiwan Semiconductor TSMC: Derisking China Invasion Threats Taiwan Semiconductor: Breaking Major Upside Levels (Technical Analysis) Taiwan Semiconductor: Tracking A Trailing-Edge Semiconductor Slowdown Nvidia tops $1,000, but ch...
2024-06-03 12:47:45 ET Summary Tokyo Electron showed it is on its way to a recovery in 2024 following two years of underperforming peers. TEL held a dominant share of Dielectric Etch, a 90% share of resist coating systems, and is the #3 company in the global semiconductor industry...
2024-06-03 09:48:16 ET Fool.com contributor Parkev Tatevosian compares TSMC (NYSE: TSM) with Intel (NASDAQ: INTC) and ASML (NASDAQ: ASML) to determine the better semiconductor stock to buy today. *Stock prices used were the afternoon prices of May 30, 2024. The...
2024-05-31 07:30:00 ET Artificial intelligence (AI) requires many different technologies. While some investors focus on the companies that are developing or deploying AI models, these businesses need hardware with the computing power to create and use those models. This is why stocks li...
2024-05-29 12:00:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...
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2024-07-17 16:15:13 ET Shares of semiconductor stocks fell sharply on Wednesday after the first major industry results came out from ASML (NASDAQ: ASML) . Management is optimistic about the future of artificial intelligence (AI), which has pushed chip stocks higher this year, ...
2024-07-17 15:42:31 ET In today's video, I discuss recent updates impacting ASML Holding (NASDAQ: ASML) , Nvidia (NASDAQ: NVDA) , and other semiconductor companies. Check out the short video to learn more, consider subscribing, and click the special offer l...
2024-07-17 12:17:13 ET Semiconductor equipment manufacturer ASML (NASDAQ: ASML) reported a better-than-expected quarter, but the results were overshadowed by increasing geopolitical concerns. Shares of the Dutch tech company traded down 10% as of 10:30 ET on reports the United S...