ASML Raises Full-Year Sales Forecast Again | Daybreak Europe 7/15/2026

Summary

Bloomberg Daybreak Europe covers ASML’s second full-year sales guidance hike in 2026, driven by relentless AI chip demand and Intel’s adoption of its most advanced EUV machine. The show also reports on escalating US strikes on Iran, Trump dropping a 20% Strait of Hormuz fee, and oil clinging to $85. Fed Chairman Warsh testifies and signals hawkish caution despite a soft CPI print, while China’s Q2 GDP slips to 4.3%. FX strategist Jane Foley sees the yen as undervalued and the dollar rally as saturated. UK politics and a record-breaking quarter for Wall Street banks round out the agenda.

• ASML raises full-year sales outlook again, bolstered by AI infrastructure demand.
• Intel begins using ASML’s High NA EUV machine for production, validating mass adoption.
• Oil climbs for a third day as US strikes Iran; Trump retracts Hormuz cargo fee but maintains blockade.
• Fed Chair Warsh says inflation mission not accomplished, pushing back against rate-cut hopes after soft CPI.
• China’s GDP growth unexpectedly slows to 4.3%, weakest in three years.
• Jane Foley (Rabobank) judges the yen as undervalued and sees saturated long dollar positions.
• Wall Street banks post record earnings; Goldman Sachs equities trading hits a single-quarter high.
• UK’s Bailey and Chancellor Reeves stress fiscal discipline; market weighs new Labour government’s economic plan.