ASML Holding reported better-than-expected Q1 results with €7.15 GAAP EPS and €8.77 billion revenue, driven by strong demand for EUV lithography systems and AI growth. Management raised its full-year 2026 guidance, reflecting accelerating AI demand and higher average selling prices. However, risks from export controls and competition could pressure margins. After a sharp rally and meeting price targets, investors are advised to consider taking profits ahead of upcoming corporate events.
In Q1 2026, Baron Technology ETF declined 6.9%, closely following the MSCI ACWI Information Technology Index's 6.73% drop, amid market volatility driven by AI fears and geopolitical tensions. The fund outperformed over three years with a 29.15% annua...
T. Rowe Price emphasizes the growing risk of US market concentration in a few mega-cap stocks, now making up 32% of the S&P 500. The firm points to international equities as a promising alternative, noting they trade at a 23% forward P/E discount and...
The iShares Core MSCI EAFE ETF (IEFA) has risen 8% year-to-date and 22% over the past year, driven mainly by a weaker US dollar rather than earnings growth abroad. The fund tracks developed markets outside North America, with major holdings in Japan,...
Amplify CWP International Enhanced Dividend Income ETF (IDVO) provides monthly income from international dividend-paying ADRs and covered calls, with a yield of 4-6%. However, it is unhedged against currency fluctuations, meaning a strong US dollar c...
With KLA and Booking Holdings completing major stock splits in 2026, investors are eyeing other high-priced stocks for similar moves. Among ASML, United Rentals, GE Vernova, and SanDisk, only SanDisk stands out as the most likely candidate for a stoc...
