In early 2026, the Vanguard FTSE Europe ETF (VGK) has outperformed the Vanguard S&P 500 ETF (VOO), with VGK up 0.69% year-to-date while VOO is down 3.05%. This performance gap is driven by a weakening US dollar, partly due to rising US debt and de-dollarization trends, and a shift in investor preference towards European financials and industrials over US tech-heavy AI stocks. VGK offers diversification benefits with lower P/E ratios and exposure to stable European companies. While VGK currently leads, VOO may regain ground later in the year due to US strengths in data centers and energy production.
ASML Holdings has raised its 2026 revenue guidance midpoint from €38 billion to €44 billion and increased its gross margin midpoint from 52% to 55%, reflecting strong growth prospects. The analyst maintains a Buy rating and raises the price target fr...
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...
