ASML Holding is the sole global producer of Extreme Ultraviolet (EUV) lithography machines essential for advanced chip manufacturing, securing a unique monopoly with a $45 billion backlog. The company posted strong 2025 financials with $37.94 billion revenue and $11.16 billion net income, and continues to reward shareholders through rising dividends and a €12 billion buyback program. Despite cyclical semiconductor demand and geopolitical risks, ASML's critical technology ensures long-term growth potential, with revenue guidance up to €40 billion in 2026 and a promising outlook through 2030. Investors should view ASML as a long-term holding rather than a short-term trade due to its high valuation and structural market position.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
REX Shares has filed for the REX AI Chipmaking ETF, targeting the booming $1.3 trillion AI infrastructure sector. The fund tracks the VettaFi AI Chipmaking Index, focusing on companies involved in wafer fabrication equipment, advanced packaging, and ...
ASML reported strong Q2 earnings with EPS of $8.69, surpassing estimates of $7.98, and revenue of $10.67 billion, exceeding forecasts of $10.23 billion. The company attributes this growth to increased demand for AI chips, prompting customers to accel...
ASML Holding N.V. reported strong Q2 results with €9.3 billion in sales and earnings per share of €7.59, surpassing market expectations. The company raised its 2026 revenue guidance to between €43 billion and €45 billion, with a gross margin target o...
The FTSE 100 index fell slightly, dragged down by mining stocks reacting to China's slower GDP growth of 4.3% in Q2, its weakest in three years. Despite this, oil prices remained steady amid US-Iran tensions. PayPal shares jumped over 14% following r...
