Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASML, NVDA, AMD, TSMC, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being gi ...

A Dutch chipmaking giant sparked chaos after it accidentally published a disappointing financial outlook a day earlier than scheduled – slashing billions in market value across the semiconductor sector.Shares of ASML — which manufactures equipment used to make chips, including the processors used to power artificial intelligence — sank nearly 6% Wednesday. The stock had plunged 16% a day earlier – equating to a loss of more than $52 billion in market value.That was after ASML’s third-quarter results mysteri ...

It's been a week to forget for ASML Holding NV (NASDAQ:ASML). The Dutch-based semiconductor stock is down 4% to trade at $730.30 today, extending its 16.3% selloff yesterday after the company's accidentally-released early third-quarter results showed a sharp drop in orders. ASML also trimmed its 2025 full-year guidance, prompting three price-target cuts from overseas brokerages. ASML breached its year-to-date breakeven level yesterday, and is now heading for its lowest close since January.  Since a July 11 ...

Shares of Nvidia fell 5% as global chipmakers lost $420 billion in market cap on Tuesday. (Photo via ... [+] Smith Collection/Gado/Getty Images).GettyKey Takeaways Chip Stocks Dropped Significantly Due To ASML's Slower Recovery Warning Nuclear Energy Stocks Rallied, Driven By AI's Growing Energy Needs Morgan Stanley Outperformed, While Banking Sector Faces Interest Income ChallengesStocks fell on Tuesday led by a $420 billion drop in the global chip stocks. The S&P 500 fell by 0.8%. The Nasdaq Composite dro ...

ASML Holdings (NASDAQ: ASML), the Dutch semiconductor equipment giant, experienced a dramatic stock price crash on Tuesday, falling by 16% in one of its steepest declines in 20 years.This sharp drop, which erased over $55 billion from its market value, occurred after the company accidentally published its third-quarter financial results a day early. The results revealed a disappointing outlook for 2025, with significantly lower-than-expected new orders, sending shockwaves across the semiconductor sector. AS ...

Company Performance - ASML's third-quarter net sales reached 7.5 billion euros, beating expectations, but net bookings were only 2.6 billion euros, significantly below the 5.6 billion euro consensus estimate [2] - ASML shares plunged as much as 16% on Tuesday, causing the company to lose over $50 billion in market capitalization in a single day [2] 2025 Outlook - ASML expects net sales for 2025 to be between 30 billion euros and 35 billion euros, which is at the lower half of the previously guided range [1] - The company's CFO, Roger Dassen, expects the China business to show a "more normalized percentage" in the order book and business [2] - UBS analysts noted that the change in ASML's 2025 guidance is mainly related to delays in the development of new logic fabrication facilities from Intel and Samsung, implying a 25% to 30% decline in sales to China in 2025 [2] Geopolitical Impact - ASML provided the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country [1] - Geopolitical tensions are putting pressure on ASML's 2025 outlook, particularly affecting its China business [2] Industry Context - ASML is a critical part of the global chip supply chain, with its extreme ultraviolet lithography machines used by major chipmakers like Nvidia and Taiwan Semiconductor Manufacturing to produce advanced chips [1]

The darling niche of the technology sector today is found in the semiconductor and chip-making industry, where most of the interest—and capital—has been focused since 2023. Pushed by secular tailwinds from artificial intelligence and other advancements, markets have somewhat priced in all potential future growth in these stocks, creating some risk in the coming quarters.ASML TodayASMLASML$730.43 -141.84 (-16.26%) 52-Week Range$573.86▼$1,110.09Dividend Yield0.76%P/E Ratio39.42Price Target$1,071.80Add to Watc ...

ASML provides crucial equipment for semiconductor manufacturing, but its recent earnings should not scare off investors.In today's video, I discuss ASML Holdings (ASML -16.26%) and what its latest earnings mean for the semiconductor market. 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. 15, 2024. The video was published on Oct. 15, 2024. ...

Dutch chip-equipment maker ASML Holdings N.V.’s ASML smaller-than-expected bookings for the third quarter and guidance cut sent shares of companies with exposure to artificial intelligence lower on Tuesday.Overreaction: ASML guiding 2025 revenue led to an overreaction by the broader AI hardware sector, which fell 4.5% on Tuesday compared to Nasdaq’s 1.2% fall, said Deepwater Asset Management’s Gene Munster.Only about 10% of ASML’s revenue could be attributable to AI demand, the tech venture capitalist said. ...

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