The semiconductor industry is recovering from a cyclical downturn, and these two companies stand to benefit.The semiconductor industry is starting to recover, fueled by the surging demand for artificial intelligence.*Stock prices used were the afternoon prices of Oct. 20, 2024. The video was published on Oct. 22, 2024. ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

The semiconductor supplier is experiencing a decline in cash flow from operations, but there is a good reason for that trend.ASML's (ASML 0.95%) free cash flow has decreased as the company is building inventory in anticipation of an uptick in sales.*Stock prices used were the afternoon prices of Oct. 19, 2024. The video was published on Oct. 21, 2024. ...

ASML Holding NV (ASML) , the global leader in semiconductor manufacturing equipment, experienced a sharp market reaction following its third-quarter 2024 earnings report on Oct. 15. Since the announcement, ASML stock has plunged by 18.1%, driven by a disappointing outlook for the remainder of 2024 and into 2025. Investors are now asking: Should they buy, sell or hold ASML stock? Here's why holding the stock may be the best strategy for now.Image Source: Zacks Investment ResearchASML’s Weakened Outlook Dents ...

We've also got a look at genetic testing company 23andMe .In this podcast, Motley Fool analyst Jason Moser and host Mary Long discuss the semiconductor supply chain, ASML's earnings, and what's ailing the pharmacy industry.Then, Motley Fool contributor Brian Orelli joins for a look at how genetic testing company 23andMe went from a $6 billion valuation to a penny stock in a mere three years...and where the company (and its data) might go from here.To catch full episodes of all The Motley Fool's free podcast ...

ASML Holding (NASDAQ: ASML ) recently reported its Q3 results and provided disappointing guidance that many investors did not like and sent the company's share price over 22% down in two days, with a slight recovery over the subsequent few MSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell optio ...

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ASML (NASDAQ: ASML ) as semiconductor equipment manufacturer represents an investment in this industry. After several quarters of revenue decline, it has returned to growth. Revenue for the year is expected flat, but growth is expected for 2025.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

I took a risk in late 2023 arguing that it is "not the time to be bullish" on ASML (NASDAQ: ASML ) stock, defying a strong and evident boom in selected AI-related verticals within the semiconductor industry. I wrote: Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor Express Analyst's Disc ...

ASML Holdings stock dropped after it reported a weaker market recovery than previously expected. In today's video, I discuss recent updates impacting the semiconductor market after ASML Holdings' (ASML 3.23%) earnings caused various stocks to drop. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Oct. 18, 2024. The video was published on Oct. 19, 2024. ...