ASML241220C725000
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ASML Holding Newsroom
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Institutions: A "new approach" to evaluating the valuation of the US stock market.
Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.
Former ASML CEO Peter Wennink to Become Heineken Chair
ASML Holding Stock Falls 32% in 6 Months: Should You Hold or Fold?
ASML Collaborates With Housing Associations and Pays a Significant Contribution for More Affordable Housing in Veldhoven, Eindhoven and Helmond
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
Smart Money Is Betting Big In ASML Options
ASML: The EUV Lithography Giant Navigating Challenges
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.