This essential supplier is key to making the most advanced AI chips for training large language models.The biggest winners in the stock market over the last two years have all been great companies fueling the biggest innovations in artificial intelligence (AI).Nvidia is the poster child of big AI stock winners. Its GPUs are essential equipment for training and running large language models. It has seen its stock climb 865% over the last 24 months, leading to a 10-for-1 stock split in June.Nvidia was far fro ...

ASML (ASML) closed at $833 in the latest trading session, marking a +0.07% move from the prior day. The stock lagged the S&P 500's daily gain of 0.9%. Elsewhere, the Dow gained 0.81%, while the tech-heavy Nasdaq added 1.22%.Shares of the equipment supplier to semiconductor makers have appreciated by 4.63% over the course of the past month, underperforming the Computer and Technology sector's gain of 5.76% and outperforming the S&P 500's gain of 3.15%.Market participants will be closely following the financi ...

Bain & Company recently predicted a potential chip shortage; these three stocks would benefit. Consulting group Bain & Company recently published a sweeping report on the state of technology, which included the prediction of a possible chip shortage in the coming years. This shortage could come as demand for semiconductors needed for the current artificial intelligence (AI) infrastructure buildout continues to surge, combined with the potential of a smartphone and PC upgrade cycle. Given the comments from l ...

Core Insights - ASML shares have decreased by 20.68% since the summer due to concerns over new export restrictions, particularly affecting revenue from China [1] Company Overview - ASML is significantly impacted by export restrictions, which raises concerns about its revenue generation from China, a substantial market for the company [1] Investment Focus - The investment strategy focuses on 20th-century stocks undergoing transformation in the 21st century, with an interest in companies that facilitate this transformation [1]

Better-than-expected results from memory chip specialist Micron provided fresh evidence the adoption of AI still has room to run.There's been an increased focus on the semiconductor industry since early last year. Investors have been enthusiastic about recent developments in the field of artificial intelligence (AI), which has sparked a flurry of activity in the space. These powerful algorithms are highly dependent on hardware that features the most advanced processors, which has buoyed much of the sector. ...

ASML Holding’s (ASML) shares have rallied 42.4% in the past year, outperforming the Zacks Semiconductor Equipment-Wafer Fabrication industry’s return of 41.2% and the S&P 500 index’s gain of 33.5%. ASML has been benefiting from its growing investments in advanced technologies, expanding its footprint in the memory market and increasing design wins. Its strong positioning in the semiconductor industry, which has been staging a solid rebound on the growing demand for artificial intelligence (AI), is a major p ...

As a European myself, I find it challenging to find quality European-based Tech businesses, given the investment landscape and limited access to capital compared to the US, seeing most hyper-growth businesses migrate to North America.With 30 years until retirement, I’m leveraging my role as a Financial Analyst at a Fortune 500 firm to build a market-beating portfolio that targets both strong capital appreciation and aggressive dividend growth.My focus is on blue-chip companies with wide moats, competitive a ...

Shares of Micron jumped nearly 15% in after-hours trade in the U.S. on Wednesday.Micron forecast revenue for its quarter ending at the end of November of $8.7 billion, plus or minus $200 million, ahead of estimates of $8.28 billion, according to LSEG data.Global chip stocks rallied on Thursday after U.S. memory semiconductor maker Micron posted revenue guidance that topped expectations and boosted its share price.Its bigger rivals Samsung Electronics and SK Hynix both saw their shares rise on Thursday in So ...

In the latest trading session, ASML (ASML) closed at $818.18, marking a +0.51% move from the previous day. The stock outperformed the S&P 500, which registered a daily loss of 0.19%. Elsewhere, the Dow saw a downswing of 0.7%, while the tech-heavy Nasdaq appreciated by 0.04%.Coming into today, shares of the equipment supplier to semiconductor makers had lost 8.53% in the past month. In that same time, the Computer and Technology sector gained 0.73%, while the S&P 500 gained 1.95%.The investment community wi ...

AI stocks still have a lot of room to run.Despite some concern about a bubble in the artificial intelligence (AI) sector, AI stocks are once again climbing near all-time highs following the Federal Reserve's decision to lower benchmark interest rates.One measure of AI stocks, the VanEck Semiconductor ETF, an exchange-traded fund (ETF) that counts Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom as its top three holdings, is up 10% from two weeks ago, though it's still down 16% from its peak in July. ...