EYE ON THE MARKET | OUTLOOK 2026 Smothering Heights The market cap of four hyperscalers and the semiconductor ecosystem companies they rely on has grown from $3 trillion to $18 trillion in just a few years, and a broader group of 42 AI related companies has generated 65%-75% of S&P 500 earnings, profits and capital spending since ChatGPT's launch in November 2022. Is this moat really indestructible? In this year's Outlook we focus on four medium term risks: US power generation constraints, China scaling the ...

ASML shares rallied on Monday to make the stock one of the strongest-performing members of the Nasdaq 100 after an analyst upgrade due to demand from memory-chip producers. ...

ASML股价刷新记录新高，日内涨幅超5%，总市值达4750亿美元。 来源：滚动播报 ...

每经AI快讯，1月5日，ASML股价创新高，日内涨幅超5%，总市值达4750万亿美元。 ...

半导体设备巨头阿斯麦(ASML.US)再度上涨超5%，报1228.703美元再创历史新高，总市值达4750亿美 元。消息上，伯恩斯坦(Bernstein)将阿斯麦评级从"与市场表现持平"上调至"跑赢大盘"，目标价从935美 元上调至1528美元。 ...

Key Points ASML’s most advanced machines will be essential for producing next-generation artificial intelligence (AI) chips. Nvidia’s investment thesis is compelling even as competition heats up. Microsoft offers investors exposure to AI infrastructure and applications. 10 stocks we like better than ASML › With the S&P 500 up a remarkable 79% in the last three years, some investors may be worried that we're due for a sell-off in 2026. And while no one can know for sure when such down markets will ...

Bernstein upgrades ASML Holding stock to Outperform from Market Perform. ...

Core Viewpoint - ASML shares experienced an 8.8% increase in the last trading session, closing at $1, driven by notable trading volume and optimism surrounding the company's performance in logic and DRAM sectors, indicating a positive medium- to long-term outlook [1] Group 1: Earnings and Revenue Expectations - ASML is expected to report quarterly earnings of $8.84 per share, reflecting a year-over-year increase of 21.1%, with revenues projected at $11.06 billion, up 11.9% from the previous year [2] - The trend in earnings estimate revisions for ASML has been slightly upward over the last 30 days, which typically correlates with stock price appreciation [3] Group 2: Market Position and Comparisons - ASML holds a Zacks Rank of 3 (Hold) and is part of the Zacks Semiconductor Equipment - Wafer Fabrication industry, where Advanced Energy Industries (AEIS) also operates [4] - AEIS has a consensus EPS estimate of $1.76 for its upcoming report, unchanged over the past month, representing a 35.4% increase year-over-year, and also holds a Zacks Rank of 3 (Hold) [5]

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying INTC stock? Here’s what analysts think: Read This Next: Photo via Shutterstock ...

Philadelphia Fed President Anna Paulson said on Saturday that the central bank could be in a position to cut interest rates further if inflation eases, but indicated that any additional reductions may not come immediately. “I see inflation moderating, the labor market stabilizing, and growth coming in around 2% this year,” Paulson said. “If all of that happens, then some modest further adjustments to the funds rate would likely be appropriate later in the year.”Economic data released on Friday showed that t ...