Extreme Ultraviolet Lithography Machines

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Bank Of America Contradicts Consumer Weakness, Stock Buying On PPI, Important Semiconductor Data
Benzinga· 2025-07-16 15:29
To gain an edge, this is what you need to know today.Data On ConsumerPlease click here for an enlarged chart of Bank of America Corp BAC.Note the following:This article is about the big picture, not an individual stock. The chart of BAC stock is being used to illustrate the point.The chart shows that the recent attempt from BAC stock to breakout failed.The chart shows BAC has pulled back.RSI on the chart shows that BAC stock is now oversold and has the potential to rally.Investors should watch the chart of ...
ASML's new $400 million chip machine
CNBC· 2025-06-11 16:00
We're here at ASML's headquarters in the Netherlands where 100% of the world's extreme ultraviolet lithography machines are made and now the next generation machines called hyena. We were the first journalists to bring cameras inside a clean room to see where hyena is made and to see the machine itself. We had to wear these bunny suits to protect these extremely precise machines from getting contaminated by our own hair and skin cells.Each one of these insanely complex high NA machines costs about $400 mill ...
10 AI Stocks I'd Buy Without Hesitation
The Motley Fool· 2025-06-05 09:30
Core Insights - The AI sector is at a pivotal moment, with early leaders distinguishing themselves and presenting significant investment opportunities across the AI value chain [1][2] - Companies leveraging AI are experiencing substantial productivity gains, while those that do not adopt AI risk becoming obsolete [2] - The total addressable market for AI is in the trillions, but current adoption levels are still early, creating a unique investment window [2] Company Summaries - **Nvidia** dominates the data center GPU market with a share of 70% to 90%, reporting record revenue of $44.1 billion in Q1 fiscal 2026, with data center revenue up 73% year-over-year [5][6] - **ASML Holding** is the sole manufacturer of extreme ultraviolet lithography machines, ensuring a significant market share and multiyear revenue visibility due to a substantial backlog [7][8] - **Microsoft** is monetizing AI through its Copilot subscriptions, generating billions in revenue shortly after launch, leveraging its vast distribution network of 1.5 billion Office users [9] - **Lemonade** utilizes AI to enhance insurance operations, processing 70% of claims instantly, leading to improved loss ratios and lower operational expenses compared to traditional insurers [10][11] - **SoundHound AI** has seen over 80% annual revenue growth by providing voice AI technology, with a focus on edge-computing to address privacy and latency concerns [12] - **Palantir Technologies** is experiencing over 70% annual commercial revenue growth, driven by its AI platforms that address security concerns in corporate AI adoption [13] - **Applied Digital** operates specialized data centers for AI workloads, securing long-term contracts for its entire 400MW capacity, positioning itself for predictable revenue growth [14] - **Oklo** develops small modular reactors to meet the energy demands of AI data centers, with each reactor providing 15MW to 50MW of clean power [15] - **CoreWeave** focuses on GPU-accelerated cloud computing, projecting $5 billion in revenue for 2025, with expectations of doubling to $11.6 billion in 2026 [16] - **BigBear.ai** applies AI in defense and commercial analytics, reporting Q1 2025 revenue of $34.8 million and maintaining a $385 million backlog for long-term revenue visibility [17] Investment Strategy - The identified companies represent various layers of the AI ecosystem, from infrastructure to specialized applications, showcasing strong fundamentals and clear growth paths [18]
2 Brilliant Stocks to Buy Right Now That Are Untouched by Trump's Tariffs
The Motley Fool· 2025-04-16 11:30
While President Donald Trump's tariffs are front and center in many investors' minds, a handful of stocks have sold off despite being relatively unaffected. This is a guilty-by-association reaction and a great opportunity for investors to scoop up shares. ASML (ASML 1.47%) and MercadoLibre (MELI 3.93%) are two stocks that fit this guidance. Each has their own reasons for mostly avoiding tariffs, but both look like excellent buys right now. 1. ASML ASML is based in the Netherlands, so avoiding tariffs may se ...