ASML Has Near-Term Questions to Answer -- Market Talk
Citi Remains a Buy on ASML Holding NV (0QB8)
After the AI craze of "empty steps" led to a sharp drop in stock prices, Samsung's $7 billion buyback helped the stock price rebound significantly.
Samsung's stock price soared due to a $7 billion share buyback plan, after the company missed the ai frenzy due to slow progress in HBM development; jpmorgan stated that management is actively taking steps to support the stock price.
Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
ASML Holding N.V. (ASML): Reaffirms 2030 Revenue Targets and Double-Digit EUV Growth at Investor Day
ASML Holding N.V. (ASML) Reaffirms Long-Term Targets at Investor Day, Highlights AI-Driven Semiconductor Growth Opportunities
ASML Holding Shares Are Trading Lower After Third Point Disclosed in a 13F Filing That It Exited Its Position in the Company.
P/E Ratio Insights for ASML Holding
Applied Materials Stock Drops, Chip-Equipment Rivals Fall -- WSJ
Applied Materials Slips as Wall Street Likes Execution, Sees '25 Uncertainties
Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
Wells Fargo Maintains ASML Holding(ASML.US) With Buy Rating, Maintains Target Price $790
Berenberg Bank Sticks to Their Buy Rating for ASML Holding NV (0QB8)
ASML Holding NV: Cautious Hold Rating Amidst Strategic Continuity and Market Challenges
Analysts Offer Insights on Technology Companies: Applied Materials (AMAT), ASML Holding (ASML) and Globant SA (GLOB)
The Age of AI Is Still in the Early Innings. -2-
sk hynix is considering introducing ASML High NA EUV equipment.
On November 15th, SK Hynix's Chief Technology Officer Seon-yong Cha stated that they are considering introducing ASML's High NA EUV lithography equipment, costing 0.4 billion US dollars, to produce the next generation of memory chips.
Applied materials (AMAT.US) Q1 revenue guidance is below expectations, raising concerns about chip demand.
applied materials announced its fourth quarter performance.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Third Point 13F Shows Exited Position In International Flavors & Fragrances, Previously Holding 1,300,000 Shares; Advance Auto Parts, Previously Holding 1,500,100 Shares; ASML Holding, Previously Holding 80,000 Shares; MSCI, Previously Holding 150,000...