ASML Holding NV (0QB8) Receives a Buy From Goldman Sachs
Estimating The Intrinsic Value Of ASML Holding N.V. (AMS:ASML)
Express News | asml holding: a former employee is suspected of stealing trade secrets, the company is aware of the former employee facing a lawsuit, the Dutch government has imposed a 20-year non-compete restriction on the former employee.
intel has "ousted" its CEO without a replacement plan, leaving the market worried about its future.
① Intel CEO Pat Gelsinger was "ousted" by the board of directors, and the company's stock price has fallen by 58% this year; ② One of the interim co-CEOs, David Zinsner, stated that capital expenditures will be strictly controlled, but the stock price did not rebound; ③ Analysts are unclear about Intel's next steps, and the stock price may continue to be under pressure; it is believed that the company's transformation will be long and arduous.
Ai, rising profits, and the usa exceptionalism theory, are these three bullish perspectives on us stocks reliable?
Excessive confidence in technology stocks and the US economy may be accompanied by significant risks. Despite overall profit growth, market gains are still concentrated in a few leading stocks. Investors still need to be vigilant about the risk of a stock market bubble.
Polen Capital Increased Its Position in ASML Holding N.V. (ASML)
Intel Declines for Third Straight Day as Citi Assesses Gelsinger Departure, Options
Intel Appoints Eric Meurice, Steve Sanghi to Board
Express News | Former CEO of asml holding, Eric Meurice, has joined the board of directors of intel.
Express News | Intel - Meurice Is President and Chief Executive Officer of ASML Holding N.v
Bank of America Outlook for 2025: The most aggressive policies in the usa in a century will fuel a "technology bubble", but "the higher one climbs, the harder one falls."
Bank of America warns that the U.S. stock market may have reached a critical point of collapse, potentially facing the impact of the AI bubble and Trump’s policies next year. The similarities between AI and the internet of the late 1990s are apparent, with the bubble's burst only a matter of time. If Trump fulfills his campaign promises, it could bring a brief prosperity to the U.S. stock market, but it would also fuel the bubble, leading to a major depression.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
Australia's regulatory institutions: The AI advantages of large technology companies may harm competition in the search market.
Australian competition regulatory institutions have stated the necessity to reconsider efforts to ensure that internet users have more choices, as Google dominates the search engine market and its competitors have not fully utilized the flourishing development of ai.
The most dazzling star in European stocks! Aviation engine giant Rolls-Royce's stock price soared 600% in 2 years.
Strong demand for remote jet engines has boosted the rise of the stock; since the end of 2022, Rolls-Royce's stock price has risen by over 600%.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
ASML (ASML) Exceeds Market Returns: Some Facts to Consider
European stock markets are rising, and the Germany DAX index has broken through the 20,000 point mark.
Germany's major stock index broke through 20,000 points for the first time, European stock markets rose for the fourth consecutive trading day, investors are bearish on French political risks. The Stoxx 600 index closed up 0.4%, marking the longest consecutive daily gain since August. The French CAC 40 index rose by 0.3%. Construction and retail stocks outperformed the large cap, while defensive sectors such as telecom, real estate, and the csi sws food & beverage index performed the worst. In terms of individual stocks, ASML Holding rose after reiterating its forecast for net sales in 2025. Concerns about potential US tariffs, geopolitical risks, and sluggish regional economies have weighed on European stock markets since they peaked in September.
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
Market Whales and Their Recent Bets on ASML Options
Today's Analyst Rating | Roth MKM Upgrades Tesla to Buy, Netflix Price Target Raised to $950 by Evercore
Dec 3, Wall Street analysts have updated their stock ratings today including $Tesla(TSLA.US)$ and $Netflix(NFLX.US)$.