This sell-off looks like a great buying opportunity.As almost every investor knows by now, artificial intelligence (AI) has been driving the current bull market since its start in 2023.The launch of OpenAI's ChatGPT has set off a new arms race in the industry, and generative AI technology could be as transformative as the internet. While stocks with exposure to artificial intelligence, like the semiconductor sector, have generally done well, some stocks have done better than others.Nvidia, for example, just ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASML, NVDA, TSM either through stock ownership, options, or other derivatives. I wrote this a ...

Many investors are curious about ASML stock after the price dropped by roughly 20%.Investors should evaluate several important factors from ASML's (ASML 3.23%) latest results before jumping in to buy the dip.*Stock prices used were the afternoon prices of Oct. 15, 2024. The video was published on Oct. 17, 2024. ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

When a high-quality company has a fall, it's usually a good buying opportunity.Shares of semiconductor equipment leader ASML Holdings (ASML 2.50%) plummeted 16.7% this week through Thursday trading, according to data from S&P Global Market Intelligence.ASML made news on Tuesday when it accidentally leaked its earnings report a day early, causing the big decline. But it wasn't the early nature of the leak that took the stock down, or really the reported revenue and profits. Rather, it was the bookings figure ...

Why China is not the only issue the company is facing.Shares of ASML Holding (ASML 2.50%) plunged after the maker of semiconductor equipment lowered guidance and said that recovery in some chip markets would extend into 2025. The drop pushed the stock into negative territory on the year.The stock came under pressure earlier this year after the U.S. government announced it was looking to implement more strict trade restrictions on companies that sell advanced technology to China, which extended beyond U.S. c ...

The semiconductor equipment giant's stock plunged following its latest quarterly report.ASML Holding (ASML 2.50%) released its third-quarter 2024 results a day earlier than expected, and it delivered a rude shock to investors who were expecting robust growth thanks to the booming demand for semiconductors on the back of the thriving market for artificial intelligence (AI) chips.Instead, the Dutch chipmaking equipment supplier reported a sharp decline in bookings and also tempered its expectations for 2025. ...

I prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even a ...

U.S. stocks were mixed Thursday with tech stocks regaining the throne as the strongest market area. Earlier in the week, semiconductor stocks declined due to a surprise earnings release by Dutch semiconductor giant ASML Holding ((ASML) ). ASML’s earnings were released on the company’s website due to an apparent technical error. The weakness in ASML reverberated throughout the semiconductor industry, and the Semiconductor ETF ((SMH) dove more than 5% on the news.However, as I mentioned in my recent commentar ...

The latest bump in the AI road was a downbeat earnings report from ASML that sent its shares tumbling.But ASML's biggest customer, Taiwanese chipmaker TSMC, posted blockbuster results Thursday.Analysts told BI it points to continued AI chip growth in the short to medium term. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics ...