Core Insights - ASML Holding N.V. is currently trading at a discounted valuation with a forward 12-month P/E ratio of 26.14, lower than the Zacks Computer and Technology sector average of 28.19 [1][3] - The stock has underperformed compared to major semiconductor companies like Broadcom, NVIDIA, and AMD, which have P/E multiples of 38.58, 36, and 24.47 respectively [3] - Despite strong Q2 results, ASML's stock dropped 9.6% due to weaker-than-expected third-quarter guidance and concerns about the 2026 growth outlook [4][5] Financial Performance - ASML reported Q2 net sales of €7.69 billion, a 23.2% year-over-year increase, and EPS of €5.90, up 47.1% [4] - Converted to USD, Q2 revenues and EPS were $8.7 billion and $6.70, respectively, both exceeding analysts' expectations [4] - The company issued disappointing guidance for Q3, expecting revenues between €7.4 billion and €7.9 billion, translating to $8.6 billion to $9.2 billion, below the Zacks Consensus Estimate of $9.81 billion [11] Growth Outlook - Management expressed uncertainty about the growth outlook for 2026, stating they "cannot confirm growth" due to customer hesitation and ongoing market uncertainty [9][10] - Ongoing U.S.-China tariff discussions are negatively impacting customer capital spending timelines, potentially delaying orders and revenue recognition [10] - The Zacks Consensus Estimate for 2026 earnings has been revised downward by 4.1% over the past 30 days [12] Market Performance - Year-to-date, ASML's stock has gained 7.1%, underperforming the tech sector's growth of 13.7% and major semiconductor players like Broadcom, NVIDIA, and AMD, which have risen 32.1%, 34.4%, and 47% respectively [6] - The stock's valuation discount is viewed as a reflection of real risks ahead rather than a buying opportunity [13]

South Africa’s agricultural exports to the US surged ahead of a planned 30% tariff, partly due to a bountiful harvest and higher global commodity prices https://t.co/VhMCbrOOqN ...

Gold held a weekly decline on signs that President Trump’s tariff agenda is starting to create inflationary pressures in the US, and could threaten rate cuts https://t.co/nmcGEzKqMp ...

Trade Tariffs Overview - America's tariff menu contains over 17,000 lines, making it complex to understand [1] - The report explains how to break down the tariff menu [1]

Wall Street will get a close look at how US consumers are faring in the early days of President Trump’s tariff regime when top retailers report earnings next week https://t.co/3IYbOxKS8M ...

That is the closing bell on Wall Street and now it's market domination overtime. We have team coverage to get you up to speed on the action from today's trade. Want to bring in now Michael Green, chief strategist at Simplify Asset Management and we got Yahoo Finances Jared Blickry.Jared, let's start with you on that close. All right, we were drifting down in the Dow. Still managed to close in green territory for the day and also for the week, but we only added about 34 points today.Let's check out the 5-day ...

But joining us now is Anisha Sherman of Bernstein. She has a buy rating on the stock. Anisha, it's great to have you here and let's start right there.Do you buy Tapestry here. And if so, why. >> Yeah.So, I was surprised at the magnitude of the reaction. Um, you know, look, the the stock was priced for perfection. It had been up 74% year-to date up to that point and the guidance was a little bit low.So, I did expect a bit of a pullback, but the magnitude of pullback was surprising because the reason the guid ...

And this week's economic reports haven't made it easy to decipher the state of the economy. This morning's retail sales showed consumers kept spending in July, but consumer sentiment for the month month dropped to its lowest level since May. These reports come after yesterday. We saw wholesale prices rising far more than expected, but CPI was lighter than expectations, at least on the top line. Joining us now is Gene Sperling, former director of the National Economic Council under President Obama and Presid ...

Tariffs and Trade Policy - The market initially reacted negatively to tariffs, but has since shown little effect on corporate earnings or economic data [2] - The market's benign neglect of tariffs may embolden further tariff increases [3] - Potential tariffs of up to 300% on ships entering America are being considered [1] - The administration's long-term commitment to tariffs is questionable, impacting the potential for bringing manufacturing back to the US [4][5] Artificial Intelligence and Corporate Earnings - Artificial intelligence (AI) has the potential to more than offset the negative effects of globalization on corporate earnings and profit margins [6] - Identifying long-term winners in the context of AI is a key question, as early winners may not be the enduring ones [7] - AI can be applied to various industries, such as healthcare research and development, representing a long-term play [9] Market Sentiment and Economic Data - The market exhibits mixed signals, allowing individuals to project their views and find supporting evidence [12] - Secular growth themes are currently more important than trickling economic data points [13] - Record highs in crypto and IPOs, along with the resurgence of meme themes, indicate speculative froth and complacency in the market [14] - Valuations are priced for perfection, suggesting potential near-term volatility [15]

President Donald Trump said he would set levies on semiconductors in the coming two weeks, the latest indication he’s readying a substantial expansion of his tariff regime https://t.co/I4lvbRy2aw ...