I downgraded ASML Holding N.V. (NASDAQ: ASML ) to 'Sell' in July 2024, arguing the near-term risk of China's export restrictions. Since then, the stock price has declined by more than 16%. In hindsight, I made the right call by cashing out my ASML positions. Recently, Shanghai MicroelectronicsMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing ...

U.S. stocks reacted positively following the Federal Open Market Committee's announcement in mid-September that it would lower interest rates by 50 basis points, wider than many analysts had anticipated. Generally, a lower federal funds rate is often a boon for stocks, as businesses are able to more easily secure loans to facilitate growth and consumers may be more likely to increase spending habits.The Federal Reserve is not the only central bank that has reduced interest rates heading into the final quart ...

After yesterday's interest rate-fueled surge, another analyst is stepping to the sidelines.Shares of ASML Holdings (ASML -3.82%) were falling on Friday, down as much as 4.6% in early-morning trading, before recovering to a 3.4% decline as of 12:45 PM EDT.After Wednesday's 50-basis point interest rate cut spurred a rally on Thursday, ASML gave back most of those gains today, as one analyst moved to the sidelines on the company's shares.Morgan Stanley moves to equal weightSemiconductor analysts at Morgan Stan ...

An interest rate cut gave the chip stock a boost.Shares of ASML (ASML 5.50%) were among the winners in the artificial intelligence (AI) sector as the maker of lithography systems that are used to make semiconductors rose on the Federal Reserve's interest rate cut on Wednesday.The company also received a positive analyst note, reiterating an outperform rating on the stock. As of 2:06 p.m. ET on Thursday, the stock was up 6.5% on the news. ASML gets a much-needed boostWhile many of its chip sector peers have ...

AI stocks are still down from their July peak. Here are two worth buying while they trade at a discount.There's no question that artificial intelligence (AI) stocks have led the charge in the current bull market, but in recent months, that leadership seems to be fading. Some investors even see a potential AI bubble emerging as valuations have arguably gotten ahead of business growth.Plenty of AI stocks trade down from their recent peaks, and the Nasdaq Composite, the tech-heavy index, hit an intraday peak o ...

High stock prices could mean these two big winners will split their stocks.In this video, Motley Fool contributors Jason Hall and Jeff Santoro break down why Mercado Libre (MELI -0.79%) and ASML (ASML -1.63%) are good candidates for future stock splits. More importantly, they also discuss the real-world factors that make them appealing buys today.*Stock prices used were from the afternoon of Sept. 12, 2024. The video was published on Sept. 16, 2024. ...

In the latest trading session, ASML (ASML) closed at $800.17, marking no change from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.75%. Meanwhile, the Dow gained 0.58%, and the Nasdaq, a tech-heavy index, added 1%.The equipment supplier to semiconductor makers's stock has dropped by 9.03% in the past month, falling short of the Computer and Technology sector's gain of 2.48% and the S&P 500's gain of 4.03%.The investment community will be paying close attention to the ea ...

This monopolistic AI stock was knocked down a peg by a Wall Street analyst.Shares of ASML Holdings (ASML -1.96%) fell 12% this week through Thursday trading, according to data from S&P Global Market Intelligence.The semiconductor equipment giant, which has a monopoly on crucial EUV technology needed for making advanced semiconductors and memory, sold off along with the sector on Tuesday as economic fears re-emerged.Adding insult to injury, a Wall Street analyst also downgraded shares on Wednesday, citing to ...

An icon of ASML is displayed on a smartphone, with an ASML chip visible in the background.The Dutch government on Friday announced it is expanding export restrictions on advanced semiconductor manufacturing equipment, bringing more of ASML's machines under curbs.More types of chipmaking tools are now subject to requirements that mean companies will have to apply for a license from the Dutch government to export their gear out of the country."I've made this decision for reasons of security. We see that techn ...

ASML (ASML) closed the most recent trading day at $795.60, moving -1.96% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.3% for the day. Elsewhere, the Dow lost 0.54%, while the tech-heavy Nasdaq added 0.25%.Shares of the equipment supplier to semiconductor makers have depreciated by 2.97% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.22% and the S&P 500's gain of 3.42%.Investors will be eagerly watching ...