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Feb 18
|
|
$1468
$1468
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
ASML Bookings Soar On AI Demand As Outlook An...
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Feb 18
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$1468
$1468
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Prediction: 2 Stocks That Will Be Worth More ...
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Feb 18
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$1468
$1468
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
European Equities Traded in the US as America...
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Feb 17
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$1419
$1468
+3.4%
|
N/A
|
Finnhub News
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— |
Finnhub - ASML
Wall Street Turns Bullish on ASML Holding N....
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Feb 17
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$1419
$1468
+3.4%
|
N/A
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Finnhub News
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— |
Finnhub - ASML
Assessing ASML Holding (ENXTAM:ASML) Valuatio...
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|
Feb 17
|
|
$1419
$1468
+3.4%
|
N/A
|
Finnhub News
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— |
Finnhub - ASML
France's AI company Mistral buys cloud servic...
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Feb 17
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|
$1419
$1468
+3.4%
|
N/A
|
Finnhub News
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— |
Finnhub - ASML
Applied Materials (AMAT) Seen Winning Whether...
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Feb 16
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
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— |
Finnhub - ASML
ASML Net Bookings Surge Ties EUV Demand To AI...
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Feb 16
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
ASML reports transactions under its current s...
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|
Feb 16
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Bernstein and RBC Capital Raise ASML Price Ta...
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|
Feb 15
|
|
$1406
$1468
+4.4%
|
LONG
|
Finnhub News
|
The headline indicates a significant increase in ASML's EUV orders, suggesting an improved outlook for the company's future performance. |
Finnhub - ASML
ASML: EUV Orders Explode, The Setup Into 2026...
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|
Feb 14
|
|
$1406
$1468
+4.4%
|
LONG
|
Finnhub News
|
The headline predicts a substantial future increase in ASML's stock price. |
Finnhub - ASML
Prediction: ASML's Stock Price Will Hit $2,00...
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|
Feb 13
|
|
$1406
$1468
+4.4%
|
LONG
|
Finnhub News
|
ASML is positioned to benefit significantly from the AI capital expenditure boom and European chip manufacturing goals. |
Finnhub - ASML
ASML Sits At Center Of AI Capex Boom And EU C...
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|
Feb 13
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Could Buying ASML Stock Today Set You Up for ...
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|
Feb 13
|
|
$1406
$1468
+4.4%
|
LONG
|
Fabiana Fedeli
CIO of Equities, Multi-Asset and Sustainability, M&G Investment Management
|
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is pivoting to "sovereign AI" infrastructure. The market is struggling to pick winners in software ("losers" are being sold off), but the "enablers" (hardware and infrastructure) have clear visibility. Capgemini benefits from the specific European push for "sovereign" AI and IT independence. LONG. Focus on the "picks and shovels" (Enablers) rather than the software applications which are vulnerable to disruption. Overvaluation in the semi-equipment space if AI capex slows. |
Bloomberg Markets
L'Oreal Falls, Kongsberg Sees Air Defense Sys...
|
|
Feb 13
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Baird Chautauqua International Growth Fund: Q...
|
|
Feb 13
|
|
$1406
$1468
+4.4%
|
LONG
|
Alex Finn
AI Content Creator / Expert
|
"Software is abundant... there is no more scarcity in software... The scarcity now is in the hardware." Finn explicitly notes that while SaaS stocks crash, hardware stocks like ASML and memory providers (SanDisk/Micron) are hitting highs. As AI agents (OpenClaw) allow users to code their own apps for free, the pricing power of software companies collapses. Conversely, the demand for the physical components to run these models (chips, memory, robotics) skyrockets because you cannot "vibe code" a physical chip. Long the hardware supply chain. ASML (lithography), MU (memory), WDC (SanDisk/storage), and TSLA (scarce hardware/robotics). Supply chain disruptions or a plateau in AI model scaling. |
Thread Guy
AI Is 6 Months From Replacing ALL Jobs (Alex ...
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|
Feb 12
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Qnity Electronics Stock Sees IBD RS Rating Cl...
|
|
Feb 12
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Assessing ASML Holding (NasdaqGS:ASML) After ...
|
|
Feb 12
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Assessing ASML Holding’s (NasdaqGS:ASML) Valu...
|
|
Feb 12
|
|
$1406
$1468
+4.4%
|
LONG
|
Guy Johnson
Anchor, Bloomberg
|
Lenovo and Cisco are down because "memory prices are up," squeezing their margins. ASML is seeing strong orders for AI glass. If hardware makers (Lenovo) are getting squeezed by component costs, the component makers (SK Hynix/Samsung) have pricing power. UBS notes semi margins remain extremely high (40%+) and the AI hardware trade is not over. LONG the Memory/Semi supply chain. Oversupply in memory chips later in the year. |
Bloomberg Markets
Nuveen to Buy Schroders in Near £10 Billion D...
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|
Feb 12
|
|
$1406
$1468
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
ASML High NA EUV Move At Imec Tied To AI And ...
|
|
Feb 11
|
|
$1435
$1468
+2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Chip Equipment Maker Axcelis Technologies Get...
|
|
Feb 11
|
|
$1435
$1468
+2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Here is Why Growth Investors Should Buy ASML ...
|
|
Feb 11
|
|
$1435
$1468
+2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
KLA Shares Drop 15% Post Q2 Earnings: Should ...
|
|
Feb 11
|
|
$1435
$1468
+2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
4 Stocks to Boost Your Portfolio on Solid Sem...
|
|
Feb 11
|
|
$1435
$1468
+2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
French AI firm Mistral to build data centres ...
|
|
Feb 11
|
|
$1435
$1468
+2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - ASML
Alibaba, Marvell, ASML And SoFi Get 2X ETF Bo...
|