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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...
ASML publishes agenda Annual General Meeting 2024 Veldhoven, the Netherlands, March 11, 2024 – Today, ASML Holding NV (ASML) has published the agenda for the Annual General Meeting (AGM), which will be held in ASML’s Twinscan Auditorium in Veldhoven on Wednesday, April 24, 202...
2024-03-08 06:39:36 ET More on tech stocks Intel Corporation (INTC) Morgan Stanley Technology, Media & Telecom Conference ASML: Potentially The Biggest Winner Of The AI Arms Race Taiwan Semiconductor Raising Prices 8.7% In 2024 As Revenue Growth Underperforms Cus...
2024-02-23 05:40:00 ET Summary Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. During the fourth quarter, the International Growth Composite Portfolio outpaced the MSCI ACWI ex-U...
2024-02-17 23:00:00 ET Summary U.S. domestic markets gained during the recent period between Index selection dates (January 10, 2024 to February 8, 2024, the “Period”). Palantir Technologies Inc. paced gains in the BUZZ Index during the recent Period. Electric ve...
2024-02-14 15:10:03 ET Summary The global COVID-19 pandemic has led to a shift towards reshoring in the semiconductor industry as supply chains are disrupted and geopolitical tensions rise. Reshoring efforts are leading to increased capex spending by semiconductor companies, benef...
ASML publishes 2023 Annual Reports Integrated overview of how we continue to create impact with our customers, suppliers and other key stakeholders VELDHOVEN, the Netherlands, February 14, 2024 - Today, ASML Holding NV (ASML) has published its 2023 Annual Reports. The 2023 An...
2024-02-13 17:28:04 ET Summary ASML surpassed Applied Materials as the top WFE Semiconductor Equipment supplier in 2023 amid sanctions. Tokyo Electron drops to third place with a 34.6% YoY revenue decrease, mainly due to its high exposure to memory chips. Naura maintains its 9...
2024-02-08 12:31:25 ET Summary Advanced Micro Devices, Inc. stock has rallied based on the expected growth of its AI business. As this is now priced into the stock, further gains will likely require years of additional execution. Q4 results show strong growth in the data center se...
2024-02-08 04:58:53 ET Summary Photronics is a market leader in the photomask industry, with a less cyclical nature compared to the industry. The company enjoys a growing Total Addressable Market and stands to benefit from the surge in AI. Photronics has a significant amount o...
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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...
ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 2024 2024 outlook unchanged VELDHOVEN, the Netherlands, April 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 first-quarter results. Q1 total net sales of &...
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 ...