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Markets
MAJOR
2d ago5 min read
Dow Jumps 1,104 Points as Oil Slides, AI Rout Pauses
Wall Street posted its best day since April on Monday, with the Dow up 2.2% as Brent crude fell below $93 and chip stocks rebounded.
Company hub
ASML stock news & analysis
Everything Pomegra has published on ASML: 26 news articles and 5 market briefs, newest first.
Market briefs on ASML
- AMD Stock Jumps 10% After Oppenheimer Upgrade
AMD (AMD) rose as Micron added 5% and ASML 6%, while Oppenheimer cites rising AI data center sales.
3d ago
- Lam Research Stock Jumps 10% After $25B Buyback
Lam Research (LRCX) rebounded as the chip index recovered from a 12% rout driven by AI-rule worries.
6d ago
- Applied Materials Stock Falls 6% After Lam Research Guidance
Applied Materials (AMAT) and KLA slid as Lam Research (LRCX) fell 9% on supply limits and AI spending doubts
Oct 22
- ASML Stock Rises 3% on 2026 Guidance Raise
ASML (ASML.AS) reported record €11.7B quarterly sales, and customers are now asking about 2029–2030 orders
Oct 14
- Applied Materials Stock Falls 7% After Investor Day Letdown
Applied Materials (AMAT) gave no industry spending outlook, while Lam Research fell 4% for a 7th straight day.
Oct 13
ASML news
Markets
MAJOR
Nov 56 min read
Stoxx 600 record high: Europe tops August peak
Europe's Stoxx 600 topped its August record on November 5 as investors rotated out of AI chip stocks into miners and consumer-products shares across the region.
Technology
MAJOR
Oct 157 min read
Nvidia Falls 3.2% as Chip Selloff Deepens in 2026
Nvidia (NVDA) fell 3.2% to $221.30 and led a global chip selloff after hot CPI, as CEO Jensen Huang said it would cut off buyers developing unsafe AI.
Business & Earnings
MAJOR
Oct 155 min read
ASML Q3 2026: Record €11.7B Sales, Yet Shares Slide
ASML posted record Q3 2026 sales of €11.7 billion and a sharp earnings beat, yet its shares sank to a 20-day low as the good news was already priced in.
Technology
NOTABLE
Oct 146 min read
Applied Materials Falls 7% as AI Stocks Hit Chip Tools
Applied Materials (AMAT) fell 7% for a sixth day as Lam Research and KLA lost 4%, with profit-taking and no WFE forecast hitting AI stocks in chip equipment.
Technology
MAJOR
Oct 145 min read
ASML Q3 2026: EUV Demand Outruns 2027 Capacity
ASML posted record Q3 2026 sales of €11.7 billion and said EUV supply for 2027 and 2028 will trail customer demand, yet its shares fell in New York trading.
Markets
MAJOR
Oct 126 min read
Kospi Falls 3.7% Below 6,400 on 10th Day of Foreign Selling
South Korea's Kospi fell 3.65% to 6,384.24 on Monday as foreign investors sold for a tenth straight session, pulling Samsung Electronics and SK hynix down more than 4%.
Healthcare
MAJOR
Oct 125 min read
UnitedHealth Q3 2026 Earnings Hinge on Medicare Margins
UnitedHealth (UNH) reports Q3 2026 earnings on Oct. 13, with Medicare Advantage margins in focus after Humana's 11.6% surge on 2027 Medicare star ratings.
Technology
MAJOR
Sep 217 min read
ASML Leads Chip Gear Rebound as AI Spend Fears Recede
ASML gained 3.04% on September 18 as institutional buyers returned to chip-equipment stocks, judging near-term AI data-center spending cuts less severe than feared.
Technology
MAJOR
Sep 156 min read
Intel, AMD Rebound as AI-Safety Selloff Loses Momentum
Intel rose 4% and AMD gained 3% Tuesday as chip stocks bounced back from an AI-safety selloff, outperforming a falling broader market on intact hyperscaler capex signals.
Markets
MAJOR
Sep 57 min read
KLAC Jumps 7% as AI Spending Moves to Chip Tools
KLA Corporation surged to a multi-month high as AI-driven wafer fabrication investment accelerates, validating the thesis that semiconductor equipment makers are the next leg of the AI…
Technology
SEISMIC
Aug 147 min read
CXMT Surpasses Tencent as China's Most Valuable Firm
ChangXin Memory Technologies dethrones Tencent as China's most valuable company just 17 days after its record-breaking Shanghai debut, reaching a $524 billion market capitalization as investors…
Technology
MAJOR
Aug 136 min read
Applied Materials: 50% Packaging Revenue Jump in 2026
Applied Materials (AMAT), the world's largest semiconductor equipment maker by revenue, laid out its most ambitious annual growth targets in years during its May 15 earnings call, projecting…
Technology
SEISMIC
Aug 137 min read
CXMT Overtakes Tencent as China's Top Listed Company
ChangXin Memory's market capitalization surpassed Tencent's $511 billion, crowning the DRAM chipmaker China's most valuable listed firm just 17 days after its record Shanghai debut.
Markets
Jul 297 min read
SMH Falls 10% as Semiconductor Index 25% Off June Peak
Chip stocks wiped more than $1 trillion in market value this week as SMH slid 3.8% Tuesday, extending the Philadelphia Semiconductor Index to 25% below its June 22 record and triggering fears that…
Markets
Jul 298 min read
Asian Stocks Enter Correction, Down 10% From June Peak
Asia's benchmark equity index has fallen more than 10% from its June 22 record high, dragged into correction territory by a deepening selloff in artificial intelligence-linked semiconductor shares…
Markets
Jul 287 min read
NVDA, AMD Chip Rout: Cramer Flags 'Monstrous' Margin Sellers
Jim Cramer warned that intraday reversals in semiconductor stocks are difficult to arrest when leveraged holders are forced to exit, as Nvidia fell 4.9%, AMD dropped 8.3%, and the SMH ETF slid…
Markets
Jul 207 min read
TSMC Stock vs ASML: Best AI Semiconductor Picks 2026
TSMC stock and ASML cement their status as the AI era's two indispensable semiconductor suppliers, reporting synchronized record earnings in Q2 2026.
Business & Earnings
Jul 166 min read
ASML Pops on Order Surge; AI Chip Trade Buoyed
ASML raised its 2026 revenue forecast to €43–45 billion for the second time this year, as Q2 earnings beat estimates on surging AI chip equipment orders extending into 2028.
Business & Earnings
Jul 156 min read
ASML Jumps on Q2 Beat, Raises 2026 Outlook Again
ASML shares climbed 3% on July 15 after the Dutch semiconductor equipment maker posted second-quarter revenue of €9.33 billion, topping estimates by nearly €500 million, and raised its full-year…
Markets
Jul 77 min read
S&P 500, Nasdaq-100 Scale Records on Chip Stock Rally
Chipmakers led by Broadcom, AMD, and a broad semiconductor rebound powered Wall Street's key indices to record territory as the Philadelphia Semiconductor Index crowns a 101% first-half surge.
Geopolitics
Jul 57 min read
Stratfor Q3: Tech War Now Top Geopolitical Risk Driver
Stratfor Q3 2026 global outlook marks the US-China tech war as the defining geopolitical risk, accelerating AI chip decoupling and reshaping global supply chains and alliances.
Geopolitics
Jun 307 min read
EU Trade War Would Cost Europe More Than China
Fresh analysis shows a full EU-China trade war hits Europe harder than Beijing, with GDP losses potentially exceeding 1% amid deep supply-chain exposure.
Markets
Jun 247 min read
Tom Lee: Chip Selloff Is a Classic Buy-the-Dip Moment
Fundstrat's Tom Lee cites an 88% one-month recovery rate after steep semiconductor index drops, calling the latest chip selloff a textbook dip-buying opportunity for long-term investors.
Markets
Apr 17 min read
Intel Surges ~10% as $14.2B Ireland Fab Buyback and 18A Launch Ignite Chip Sector Rally
Intel shares posted one of their strongest single-session gains of the year on April 1, 2026, as a landmark $14.2 billion fab repurchase deal and the commercial debut of its 18A process node delivered...
Markets
Jan 285 min read
ASML Posts Record Q4 Revenue as AI Chip Demand Drives Historic Bookings
ASML Holding delivered record fourth-quarter revenue of €9.7 billion and achieved historic bookings of €13.2 billion, driven by surging AI chip demand. The semiconductor equipment giant raised its 202...