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ASML’s moat is intact as AI, advanced logic, and memory drive stronger EUV demand and a higher 2026 outlook. The stock earns a Buy, but its premium valuation leaves less room for error.
ASML Holding N.V. (ASML) drops sharply as investors rotate out of AI infrastructure and semiconductor names. The selloff appears driven by sentiment, higher-rate fears, and valuation pressure rather than a new earnings miss, while ASML’s long-term High-NA EUV growth story remains intact.
Alexander Green of The Oxford Club is promoting The Next Magnificent Seven. We trace the Apple, NVIDIA and AI claims to the companies behind the pitch.
ASML Holding N.V. (ASML) drops sharply after reports of Chinese DUV progress sparked a broad semiconductor selloff. Despite strong recent earnings and raised guidance, investors are repricing the stock’s premium valuation and China exposure.
The easy bubble analogy misses the real point: **NVDA** is operating from a far stronger position than **CSCO** ever did at the end of the dot-com cycle. But this selloff still matters, because the semiconductor trade had become too indiscriminate and now looks set for a selective de-rating across the stack rather than an outright AI bust.
TSMC’s latest quarter did more than beat expectations; it undercut the entire “AI capex peak” narrative at the most important manufacturing bottleneck in chips. Record profit, a sharply higher 2026 growth outlook, and fresh pricing-power chatter say demand is still running hotter than the market feared.
TSMC looks like the market's next real AI stress test, and the setup still leans bullish into July 16. When a company is growing revenue 33% with 61.9% gross margins and Wall Street is pressing for higher 2026 expectations, the earnings bar is high for a reason.
Broadcom's latest Apple agreement gives investors something the AI bubble debate can't dismiss: multi-year, contract-backed demand from one of the world's biggest hardware buyers. That kind of revenue visibility matters even more when it sits on top of triple-digit AI growth and elite margins.
ASML Holding N.V. (ASML) drops after a strong chip rally, with investors taking profits in a premium-valued semiconductor equipment leader. Despite bullish analyst commentary and stronger long-term EUV demand forecasts, the selloff appears tied to valuation pressure and sector rotation rather than a change in ASML’s competitive position.
ASML Holding N.V. (ASML) rises after Bernstein lifted its price target and SK Hynix signaled major EUV spending. The move reflects renewed confidence in long-term lithography demand, strong earnings execution, and ASML’s central role in advanced chip manufacturing.
ASML Holding N.V. (ASML) rises sharply as investors pile back into semiconductor equipment stocks. The move reflects renewed confidence in AI-driven chip capital spending, boosted by strong Micron results and reports of higher investment plans from Samsung and SK.
TSMC is flashing something stronger than generic AI enthusiasm: real supply tightness and emerging pricing leverage. When a foundry with 61.9% gross margins is still saying demand exceeds supply, the estimate cycle usually is not done moving higher.
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