Semiconductor machinery maker ASML gaining on new numbers there. Let's get to Christina Partz with the breakdown. Christina, thanks.The stock is up almost 2% after reporting an earnings beat and a slight revenue miss, but that's not the story. The story is really what uh the company says about where semiconductor demand is heading. Three things matter.First, the AI boom is broadening. The CEO said momentum around AI investments is extending to more customers including advanced DRAM players. That's more adva ...

Core Viewpoint - ASM International's shares declined following a revision of its full-year forecast due to weaker-than-expected demand in the final months of the year [1] Company Summary - ASM International, a Dutch supplier of semiconductor-manufacturing equipment, has adjusted its financial outlook for the year [1] - The company cited a decrease in demand as the primary reason for the forecast revision [1] Industry Summary - The semiconductor manufacturing sector is experiencing fluctuations in demand, impacting suppliers like ASM International [1] - The revision in ASM International's forecast may indicate broader trends within the semiconductor industry, reflecting potential challenges ahead [1]