Core Viewpoint - The semiconductor sector, particularly ASML, is facing a broader market sell-off, but ASML's long-term prospects remain strong due to its unique position in the industry and its role in AI advancements [2][4][15]. Group 1: Company Overview - ASML manufactures advanced extreme ultraviolet (EUV) lithography machines essential for chip manufacturing, which are critical for companies like Nvidia and Intel [3]. - The company operates in a monopolistic environment, significantly ahead of competitors, allowing it to maintain strong sales and pricing power [4]. - ASML's business model is supported by increasing global chip demand, positioning it well for future growth despite cyclical challenges [4][9]. Group 2: Financial Performance - ASML's guidance for Q1 fiscal 2025 net sales is projected between 7.5 billion euros and 8 billion euros, with a gross margin of 52% to 53%, compared to 5.3 billion euros and a 51% gross margin in Q1 fiscal 2024 [9]. - The company's current price-to-earnings (P/E) ratio is 33.4, with a forward P/E of 27.9, which are considered bargain levels compared to its 10-year median P/E of 35.1 [11]. - ASML's stock has decreased by 30% over the past year, making it an attractive option for long-term investors despite recent market volatility [13]. Group 3: Investment Considerations - ASML offers a dividend yield of 1.1%, which is appealing compared to the S&P 500's yield of 1.3%, providing an incentive for investors to hold the stock during market fluctuations [14]. - The company is well-positioned to support advancements in AI chip technology, making it a compelling buy-and-hold candidate for investors focused on long-term growth [15][16]. - Despite potential risks from trade tensions and cyclical slowdowns, ASML's strong backlog and market position suggest resilience in its growth trajectory [9][12].

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About this content About Stephen Gunnion Stephen Gunnion is a senior financial journalist and broadcaster at Proactive Investors. He has more than 25 years of experience in television, radio and print media, anchoring on a number of television channels including South Africa's Business Day TV, CNBC Africa and the South African Broadcasting Corporation, where he was the economics editor. He has also worked for Daily Maverick, Bloomberg, the Business Day newspaper and Investors' Chronicle. Read more About ...

U.S. stocks traded higher this morning, with the Nasdaq Composite gaining around 1.5% on Friday.Following the market opening Friday, the Dow traded up 0.31% to 40,939.35 while the NASDAQ climbed 1.50% to 17,562.15. The S&P 500 also rose, gaining, 0.95% to 5,573.84.Check This Out: Top 3 Industrials Stocks That May Rocket Higher This MonthLeading and Lagging SectorsInformation technology shares gained by 1.9% on Friday.In trading on Friday, consumer staples shares dipped by 0.5%.Top HeadlineUlta Beauty, Inc. ...

TEL AVIV, Israel, March 14, 2025 (GLOBE NEWSWIRE) -- HUB Cyber Security Ltd. (NASDAQ: HUBC) (“HUB” or the “Company”), a global leader in confidential computing and advanced secured data fabric technology,  announced that it has received a 14-day extension from the Nasdaq Hearings Panel (the “Panel”) to evidence compliance with the minimum bid price requirement. The Company now has through April 14, 2025, to achieve 10 consecutive trading days of at least $1 per share. The Panel’s determination is based in p ...

With the Nasdaq Composite in correction territory, investors should consider investing some cash in the stock market. Corrections are defined as a decline of 10% from an all-time high, but they occur fairly often (just over every year since 1980). Sometimes, these corrections turn into bear markets, but other times, they reverse and go higher, and I believe the latter is more likely.As a result, I'm looking at stocks I can buy now to take advantage of the sell-off, and I've come up with five fantastic optio ...

The Nasdaq Composite index has entered correction territory as the tech-laden market index is now down more than 13% from the highs it achieved on Dec. 16 last year, and this souring market sentiment can be attributed to recent economic developments that have led investors to become risk averse.From the tariffs being imposed by the Trump administration on countries such as Canada, Mexico, and China to a weaker-than-expected jobs report last month to weakening consumer confidence on account of a potential up ...

Market Overview - The Nasdaq Composite has experienced a decline of approximately 13% in less than a month, which is a common occurrence with 10% market corrections happening roughly every two years [1][2] The Trade Desk - The Trade Desk's stock has fallen 53% from its 2025 highs, contrasting with major competitors like Meta Platforms and Amazon [3][5] - The company connects ad agencies with publishers, providing an independent alternative to larger platforms, which has contributed to its significant growth since 2016 [4][5] - Despite a recent earnings report that did not meet expectations, leading to a significant drop in stock value, the company is transitioning to a new AI-powered platform, Kokai, which may temporarily affect growth [5][6] - The Trade Desk's sales growth of 22% in Q4 2024, although below expectations, still outpaced the global advertising industry's growth rate [6][8] - The company holds a small market share of about 1% in the $1 trillion global advertising industry, indicating substantial growth potential [8] - Megatrends in connected television, premium video, and international expansion could drive The Trade Desk's stock back to new highs [9] Wingstop - Wingstop's stock has decreased by 31% from its 2025 highs, despite achieving its 21st consecutive year of same-store sales growth [10][11] - The market reacted negatively to a slight miss in sales expectations, reducing Wingstop's market capitalization from $9 billion to $6 billion [11][12] - The company is viewed as a strong buy due to its growth potential, with plans to quadruple its store count from the current 2,550 locations [13][14] - Wingstop's store count grew by 16% in 2024, with similar growth expected in 2025, alongside mid- to high-single-digit same-store sales increases [14][15] - The company's dividend yield has increased significantly over the past seven years, making it an attractive investment opportunity [15]

Restaurant chain Wingstop (WING -3.25%) is cheaper than it has been, but it is not a cheap stock. With the Nasdaq Composite (where Wingstop's shares trade) in correction territory, is it now time to buy this still fast-growing restaurant chain? Here's a look at what is a very difficult question to answer.How expensive is Wingstop?Wingstop, as its name suggests, specializes in selling chicken wings -- a popular food item. Meanwhile, its shares have had quite a ride. The stock's price-to-earnings ratio is aro ...

Core Viewpoint - The AI sector has experienced significant growth, with stocks leading the Nasdaq to substantial gains, but recent economic concerns have led to a correction in the market, presenting potential buying opportunities for investors [1][2][3]. Industry Overview - The current AI market is valued at $200 billion and is projected to exceed $1 trillion by the end of the decade, indicating strong long-term growth potential for AI companies [4]. Company Analysis: Nvidia - Nvidia holds an 80% market share in the AI chip market, with its GPUs being the most expensive yet highest performing, attracting major tech companies [5]. - The company has consistently reported impressive growth, with quarterly revenue increasing by 78% to a record $39 billion and full-year revenue soaring by 114% to $130 billion [6]. - Nvidia's focus on annual GPU updates and innovation positions it well against competitors, making it a compelling long-term investment at a current valuation of 25x forward earnings estimates, down from 50x earlier this year [7][12]. Company Analysis: AMD - AMD is the second-largest player in the AI chip market with a 10% market share, offering solid performance at competitive prices, which appeals to cost-conscious customers [8]. - The company reported a 69% increase in data center revenue to $3.9 billion in Q4 and a 94% increase for the year to $12.6 billion, indicating strong growth in the AI sector [10]. - AMD trades at 21x forward earnings estimates, down from over 27x in January, presenting a potential buying opportunity despite being behind Nvidia in market share [10]. Investment Recommendation - While both Nvidia and AMD are strong candidates for investment in the AI sector, Nvidia is recommended as the better buy due to its dominant market position and commitment to innovation, which is expected to drive continued earnings growth [11].