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Hot
Key Takeaways (AI-Generated)
Financial Performance
- EUV shipment guidance of approximately 65 tools for 2026 with improved ASP from better tool mix
- Immersion shipments expected substantially higher in second half after weak first half
- Installed base business projected to grow over 30% in 2026
- Gross margin guidance of 55-57% for Q3, second half around 56%
Business Highlights
- Intel press release signals strong progress in high NA EUV maturity a...
Financial Performance
- EUV shipment guidance of approximately 65 tools for 2026 with improved ASP from better tool mix
- Immersion shipments expected substantially higher in second half after weak first half
- Installed base business projected to grow over 30% in 2026
- Gross margin guidance of 55-57% for Q3, second half around 56%
Business Highlights
- Intel press release signals strong progress in high NA EUV maturity a...
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$CoreWeave (CRWV.US)$
lets go up 10 percent at least today..we moving up tonight boys
lets go up 10 percent at least today..we moving up tonight boys
$ASML Holding (ASML.US)$ AI selloff looks more like a sentiment reset than a fundamental slowdown, says Gene Munster
Deepwater Asset Management’s Gene Munster believes the recent pullback in AI stocks is being driven more by investor psychology than weakening fundamentals.
After months of explosive gains, many AI names have become crowded trades. With earnings season approaching, investors are taking profits and waiting to see whether companies can deliver results strong enough to justify today...
Deepwater Asset Management’s Gene Munster believes the recent pullback in AI stocks is being driven more by investor psychology than weakening fundamentals.
After months of explosive gains, many AI names have become crowded trades. With earnings season approaching, investors are taking profits and waiting to see whether companies can deliver results strong enough to justify today...
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$Taiwan Semiconductor (TSM.US)$ ASML plans to raise chip equipment prices as AI demand strengthens, setting up potential negotiations with TSMC
ASML is reportedly preparing to increase prices for its semiconductor manufacturing equipment, a move that reflects the company’s growing pricing power as AI-driven demand continues to surge. According to reports, TSMC, ASML’s largest customer, has already pushed back against the proposed price increases, setting the stage for what could become an import...
ASML is reportedly preparing to increase prices for its semiconductor manufacturing equipment, a move that reflects the company’s growing pricing power as AI-driven demand continues to surge. According to reports, TSMC, ASML’s largest customer, has already pushed back against the proposed price increases, setting the stage for what could become an import...
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$Aehr Test Systems (AEHR.US)$ Despite a broad selloff in technology stocks, several semiconductor companies delivered strong fundamental updates, highlighting that AI infrastructure spending remains robust.
$ASML reported record quarterly orders and raised its full-year sales outlook for the second time, signaling continued strong demand for advanced chipmaking equipment as AI investment accelerates.
$AAPL also scored a major win after its AI system received regulatory approval in China, cleari...
$ASML reported record quarterly orders and raised its full-year sales outlook for the second time, signaling continued strong demand for advanced chipmaking equipment as AI investment accelerates.
$AAPL also scored a major win after its AI system received regulatory approval in China, cleari...
10baggerbamm : https://snsim.moomoo.com/share/channel/e7Jdw?lang=en-us
102418727 : Did I miss anything?
108295629 : What do you think?
Troncoparati : They bear…
Troncoparati : Beat
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