Netflix’s Reckoning as $3.2 Trillion Flees Chips for Software
Dear readers, A day after chip demand was busy eating enterprise software's lunch, the money is already looking for the ...
Tag: ASML
AI Hardware Eats Software’s Lunch as Small-Caps Post a 30-Year First
Dear readers, We closed yesterday's letter with a question: could a soft inflation print do the heavy lifting the Fed ...
ASML’s Q2 Report: A Capacity Ceiling and a Political Cloud Hang Over the AI Equipment Boom
When ASML reports second-quarter results on Wednesday, the Dutch lithography giant will be asked to reconcile two competing realities: a ...
ASML Faces Double Pressure: US Export Crackdown and Customer Caution Cloud a Stellar Run
The Dutch lithography giant is navigating a treacherous stretch. Just days ago, shares touched an all-time high of €1,748, but ...
ASML Faces a Dual Threat as US Export Curbs and High-NA Delays Test Its Dominance
The Dutch lithography giant ASML finds itself squeezed between two distinct pressures that threaten to dent a near-perfect growth narrative. ...
ASML’s Social Pact Turns Redundancy Into Reassignment as Shares Flirt With Record
ASML shares surged toward an all-time high this week after the Dutch chip-equipment giant sealed a revised social plan with ...
ASML’s €1,240 Rally Defies TSMC’s High-NA EUV Pause as Dividend and Buyback Plans Take Shape
ASML’s stock closed the week at €1,240.80, up roughly 3%, even as its most important customer, TSMC, pushed back plans ...
ASML’s Record Forecast Meets a Reality Check as Margins Dip and Order Details Vanish
ASML delivered a standout first-quarter performance, raised its full-year outlook, and rewarded shareholders with a bigger dividend — yet the ...
ASML’s AI Wager and Shrinking China Share: A Tale of Two Transformations
The Dutch lithography titan ASML is navigating a dual narrative that has investors both cheering and squinting. On one hand, ...
ASML’s €40 Billion Revenue Target Faces a Test as Dividends Flow and Geopolitical Risks Loom
ASML shareholders are cashing in on a record payout, but the Dutch chip-equipment giant’s rosy outlook is colliding with a ...
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