ASML Q4: Anticipating Strong Growth Despite China Normalization
I reiterate a 'Buy' rating for ASML with a one-year target price of US$864 per share, driven by AI's continued growth.
China years behind ASML’s chipmaking machines, CFO Dassen says
Chinese companies have made technological leaps that have surprised observers despite attempts by the US to stifle Beijing’s ...
ASML Q4 Earnings: Strong Quarter, Strong Buy
Overall, ASML Holding N.V. reported a very strong Q4 and set the stage for a promising fiscal '25 performance. Learn more ...
Lam Research's SWOT analysis: semiconductor equipment giant faces market shifts
Lam Research Corporation (NASDAQ:LRCX), a leading supplier of semiconductor manufacturing equipment with a market capitalization of $104 billion, finds itself at a critical juncture as the industry ...
ASML CEO makes case that DeepSeek is positive for chip demand
Christophe Fouquet said that perceptions of AI spending are skewed by the massive investments being made by "hyperscalers" - ...
Sensex Ends Volatile Session 227 Points Higher, Nifty At 23,250; Dabur Rises 4%
Benchmark equity indices, BSE Sensex and Nifty50, opened on a mixed note on Thursday, reflecting mixed global cues ...
Daily Maverick18h
The US premium: American exceptionalism, or a triumph of index composition? A comparison between the Stoxx-Europe 600 and S&P500 indices
The outperformance of the US stock market against its global peers in recent years is widely commented on, as well as the ever-widening gap between valuation multiples in the US and elsewhere – ...