Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Here's what we're watching this hour. First up, US stocks rebounding after wiping out $2 trillion in value. We'll have full coverage ahead.Plus, we hone in on risks in Washington from the shutdown to the trade war. And with gold and silver now trading at record highs. We'll look at how investors can play the commodity space.Taking a look at the major average here first. So I want to start with the two-day chart to show ki ...

Key Takeaways The Zacks Consensus Estimate suggests Q3 revenue growth of up to 7.3% and EPS gains near 10% YoY for ASML.Strong demand for EUV tools from advanced chipmakers continues to power ASML's growth.Export limits to China and macro headwinds remain challenges to ASML's solid momentum.ASML Holding N.V. (ASML) is slated to report third-quarter 2025 results before the market opens on Oct. 15.ASML expects revenues between €7.4 billion and €7.9 billion. The Zacks Consensus Estimate is pegged at $8.81 bill ...

U.S. equity futures are showing a strong rebound this Monday, October 13, 2025, signaling a positive start to the week for the stock market. This premarket surge comes after President Donald Trump adopted a more conciliatory tone regarding trade relations with China over the weekend, easing investor anxieties that had led to a significant market downturn on Friday. The optimistic sentiment is driving futures higher across the board, with particular strength seen in technology and chipmaker stocks.Premarket ...

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 5.0% in the September quarter, 5.6% for September 2025, net of fees. Since its inception, the fund has produced a cumulative return of 19.3%, net of fees. The fund focuses on compounding the capital at attractive rates over the long term. In addition, please check the fund’s top five holdings to know its best picks in 2025. I ...

10月9日，中国商务部正式发布新规：对稀土及相关技术、设备和含中国成分的稀土制品实施全面出口管制。 短短几天内，全球供应链哗然，荷兰光刻机巨头阿斯麦（ASML）被曝出货延迟，美国芯片制造商连夜评估风险，就连欧盟和德国官方公开表达"极度担 忧"。 而台积电、英特尔、三星等关键企业保持沉默，这不是一次普通的贸易摩擦，而是一次"技术与资源"的力量对撞。 这次新规，是中国近年来最全面的一次稀土出口收紧，根据商务部公告，管制内容包括： 稀土原矿、氧化物、磁体、合金、设备及相关技术，含有中国成分的稀土制品在境外再出口时，也需获得中国审批。 对军事用途原则上不予许可，半导体领域实行"逐案审批"，对部分敏感物项，即日起执行；对部分磁体与技术，自12月1日起施行。 这意味着，不仅出口中国稀土要申报，连在美国、欧洲使用中国稀土制造的设备再卖给第三国，也要"过中国的关"。 国际媒体称，这标志着中国对稀土领域的控制，从"资源出关"进入了"产业链上锁"阶段。 全球首个被点名受影响的公司，就是阿斯麦。这家荷兰企业是全球唯一能生产EUV极紫外光刻机的厂商，在半导体产业链中地位近乎"不可替代"。 彭博社援引知情人士报道："由于中国稀土新规， ...

Earnings Playbook for the Week Ahead Retail investors are preparing for the kick-off of the third-quarter earnings season, with big banks and other top stocks reporting this week. Here’s a look at some retail favorites that individual investors will be watching. FAST stock is moving. See the real-time price action here. Monday, Oct. 13Before Market Open Fastenal Company (NASDAQ:FAST) kicks off the week with its third-quarter earnings report ahead of Monday’s opening bell. Analysts expect the company to repo ...

半导体行业正处于前所未有的机遇与不确定性的交汇点。一方面，技术进步和设备架构的不断发展 不断突破界限，并刺激了对WFE的需求。另一方面，地缘政治因素日益左右着设备采购，导致全 球范围内产能过剩、冗余以及晶圆厂利用率低下。尽管存在这些矛盾，WFE市场仍保持着温和而 稳定的增长轨迹。 Yole Group 预测，到 2030 年，WFE 市场总规模将达到 1840 亿美元，其中设备出货量 1510 亿 美元，服务出货量 330 亿美元。2024 年至 2030 年间，设备和服务的复合年增长率将分别达到 4.6% 和 4.8%。这种持续的增长势头凸显了该行业即使在应对结构性效率低下和经济压力的情况 下，仍具有适应、创新和增长的能力。 WFE市场：产能过剩和冗余 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容 编译自 Yole 。 当今半导体行业面临严重的产能过剩。晶圆代工厂和集成器件制造商（IDM）面临产能利用率低 和盈利能力受挤压的困境，但设备投资仍在持续。这种矛盾可以用半导体制造的战略维度来解释： 政府和企业都将技术主权和供应链韧性置于眼前盈利能力之上。 这种动态导致了晶圆厂的重复建设和冗余，因为多 ...

2025年10月9日，中国商务部突然把稀土的开采、冶炼和磁材制造技术加进了出口管制名单，新规说得很明白，只要产品里有百分之零点一的中国稀土成 分，就得先找中国审批，不管你是在德国生产，还是在日本制造，只要用了中国的技术，就绕不开这一关，这一招正好打在了荷兰阿斯麦公司的软肋上。 欧洲这边更乱，德国最头疼，大众、宝马这些大车企，还有西门子的风力发电机，全靠稀土磁体，德国经济部嘴上说在评估，心里早慌了，不敢明着反对中 国，又怕被牵连，法国倒干脆，拿出一亿零六百万欧元，拉上日本建了个稀土回收厂，想彻底绕开中国供应链，这是欧洲唯一真动手去中的人。 欧盟内部吵个不停，北欧国家想着跟中国搭伙干活，东欧国家偏要联手施压，委员会发了个声明说有点担心，可谁也拿不出个能落地的法子，各人盘算各人 的，谁也不买谁的账，阿斯麦夹在中间，两边都不敢得罪，美国惹不起，中国也动不得，只能硬着头皮撑着。 数据不会说谎，2023年阿斯麦在中国赚了六十四亿多欧元，占它总收入的近三成，现在这笔钱基本没了，不是它不想卖，是中国不让卖，稀土不是普通东 西，它是机器的心脏，EUV光刻机的激光系统、磁悬浮平台、伺服控制器，全靠稀土永磁体撑着，全球眼下找不到替 ...

Core Idea - The article discusses the concept of stock splits, explaining how they can make shares more affordable for investors and potentially act as catalysts for stock performance [2]. Group 1: ASML Holding - ASML Holding is identified as a strong candidate for a stock split, with its share price nearing $1,000, which could make a split attractive [3]. - The company has a history of stock splits, having conducted five in the past, with the most recent being a reverse stock split in 2012 [4]. - ASML plans to return significant cash to shareholders through increased dividends and stock buybacks, indicating a potential reduction in outstanding shares [5]. - The semiconductor industry is projected to generate over $1 trillion in revenue by 2030, and ASML is well-positioned to deliver innovations in lithography equipment for AI chips [6]. Group 2: Meta Platforms - Meta Platforms has never conducted a stock split, but its stock price has recently risen above $700, suggesting that the idea of a split may be considered by its board [8].

（文章来源：每日经济新闻） 每经AI快讯，10月13日，美股半导体股夜盘全线反弹，台积电涨超5%，阿斯麦涨超4%，英伟达、 AMD、博通涨近4%。 ...