ASML Holding NV ASML
EURONEXT · Niederlande · Elektronische Technologie
€1.598,00+1,20 (+0,08 %)
Markt geöffnet· · EUR · Daten können verzögert sein
Kurse können verzögert sein und dienen nur zu Informationszwecken - keine Anlageberatung.
Markt geöffnet· · EUR · Daten können verzögert sein
Kurse können verzögert sein und dienen nur zu Informationszwecken - keine Anlageberatung.
Die Aktie legte zu, während die großen US-Indizes nachgaben. Zacks erwartet im Bericht vom 14. Oktober höhere Quartalsgewinne und Umsätze.
Intel hat seine Fertigungsstory wiederbelebt. Doch nur ein verbindlicher Auftrag eines externen Kunden mit hohem Volumen kann die neue Bewertung der Aktie rechtfertigen.
Anleger stellten infrage, ob ein langsamerer Ausbau der Frontier-KI den Investitionszyklus in der Chipfertigung abkühlen könnte, der die Nachfrage nach Ausrüstung antreibt.
Anleger stellten die Nachhaltigkeit der Ausgaben für die KI-Infrastruktur infrage, nachdem Branchenführer zu einem langsameren Tempo bei der Entwicklung von Frontier-Modellen aufgerufen hatten.
AMD bietet das größere Wachstumspotenzial, doch ASMLs Monopol bei der fortschrittlichen Lithografie eröffnet Anlegern den robusteren Zugang zur KI-Infrastruktur.
Eine Warnung von KI-Größen am Wochenende versetzte Halbleiteraktien einen Schock, während Anleger in Cybersicherheit und weniger überlaufene Anlagebereiche umschichteten.
Applied Materials gab zusammen mit wichtigen Chipwerten nach, nachdem KI-Vertreter zu einem langsameren Entwicklungstempo aufgerufen hatten und damit die Fragen nach der künftigen Nachfrage nach Infrastruktur neu entfachten.
Wells Fargo says more details are still coming. Until then, it sees an opening for a corner of the chip market that rarely gets the spotlight.
Wall Street Has a Big Question for ASML and TSM Before Earnings
ASML (ASML) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
ASML commands a near-monopoly on chip-making equipment with a 29% net margin, while Marvell surged 42% in revenue but trades at a steeper valuation.
In recent days, ASML Holding reported continued share repurchases under its buyback program and highlighted its central role in supplying advanced EUV lithography tools that underpin AI chip manufacturing, while its CEO cautioned that tighter U.S. export curbs on China could spur competing technologies. These developments underline how ASML’s unique position in the AI hardware supply chain is increasingly intertwined with geopolitical policy decisions that may shape future competitive...
Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.
Stronger semiconductor positioning helps sentiment, but orders must convert into recognized system revenue.
European equities traded in the US as American depositary receipts were lower on Tuesday morning, de
KLA Corp.'s $12.57B backlog, AI-led chip spending and advanced-packaging growth bolster revenue visibility as competition with AMAT and ASML intensifies.
Investing.com -- Global chip stocks rose on Tuesday after Reuters reported that AI startup Anthropic’s IPO prospectus showed it expects $518 billion in cloud, computing and infrastructure commitments over the coming year.
Investing.com - European stock bourses reversed course on Tuesday, closing lower, as investors continued to digest a spike in global bond yields and oil volatility.
In the most recent trading session, ASML (ASML) closed at $1, indicating a +1.58% shift from the previous trading day.
ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value21-Sep-2625,500€1,479.91€37,737,59522-Sep-2629,000€1,492.35€43,278,19923-Sep-2643,000€1,510.06€64,932,59324-Sep-2657,700€1,505.71€86,879,28225-Sep-2610,000€1,533.55€15,335,519 ASML’s current share buyback program was
AI chip demand, leading-edge fab investments and CHIPS Act incentives are boosting orders, while ASML’s EUV monopoly and Asia-Pacific’s fab concentration shape returnsDublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "Semiconductor Front End Equipment Market Size and Share - Growth Analysis Report and Forecast Trends (2026-2035)" has been added to ResearchAndMarkets.com's offering. The Global Semiconductor Front End Equipment Market reached USD 104.37 Billion in 2025 and is projected to expand at a CAG
TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal about how far this stock can run.
ASML Holding has ridden a powerful semiconductor and AI equipment cycle, which leaves investors asking whether the current share price is still grounded in its earnings profile. With the stock now reflecting years of enthusiasm about its extreme ultraviolet lithography franchise, the key issue is how much of ASML Holding’s earnings power is already embedded in today’s valuation. Over the past 3 years, ASML Holding has delivered a 179.2% return, which puts a lot of weight on the question of...
ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.
These suppliers sit in the middle of the AI infrastructure boom.
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