Recent volatility in AI-related stocks has unsettled investors, but demand for AI infrastructure and tools remains robust, supported by strong earnings from companies like ASML, Samsung, and TSMC. Neuberger advises a neutral stance on credit markets while favoring equities as the best way to invest in the AI sector due to better risk and reward potential. The firm views the current market swings as a correction rather than a collapse, maintaining confidence in the AI theme's long-term growth.
ASML Holding N.V. has repurchased a total of 249,158 shares from July 20 to July 24, 2026, under its current share buyback program. The shares were bought at an average price of approximately €1,560 each, with daily purchases ranging from about 49,40...
Semiconductor ETFs like VanEck Semiconductor ETF (SMH), Corgi Lithography & Semiconductor Photonics ETF (EUV), and iShares MSCI Taiwan ETF (EWT) have seen strong gains but recently experienced a pullback. Despite this dip, the demand for semiconducto...
Taiwan Semiconductor (TSM), Nvidia, and ASML dominate the AI semiconductor supply chain, with TSM planning a 10% price increase next year due to pricing tensions with ASML and delayed equipment installations. Despite capital expenditure expansions by...
ASML Holding N.V. reported Q2 2026 earnings and revenue well above expectations, driven by strong demand for AI-related semiconductors. The company raised its 2026 revenue outlook to €43–45 billion, implying up to 38% year-over-year growth. This grow...
