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ASML Holding NV (ASML US)
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142
Analysis
Information Technology
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Netherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients worldwide.
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bullish
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Cross Asset Strategy
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23 May 2024 08:22
Taiwan Shines as China & Japan Decline: Global Funds Top-Down Positioning Report
Taiwan allocations rise in face of subdued Asia. USA dominant though Value funds increase underweights. UK, France & Netherlands remain key...
Steven Holden
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186 Views
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bullish
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Applied Materials
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22 May 2024 14:44
AMAT. No Beat, No Raise, No Slump. But Why?
Q124 revenues $6.65 billion, in line & flat QoQ and YoY. Q224 guidance also flat QoQ. If China revenues fall before non-China grows, the WFE...
William Keating
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271 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2024 23:11
#1Business Buzz: Countering China's Dominance, Steel Tariff on China, TSMC, ASML, NVIDIA Q1 Results
This blog provides a summary of the top global news from the past 24 hours, keeping you informed with the latest updates from around the world.
Nimish Maheshwari
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311 Views
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bearish
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Honda Motor
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18 May 2024 05:01
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Syndicated
Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.
Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...
Tech Supply Chain Tracker
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382 Views
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bearish
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KLA-Tencor Corp
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08 May 2024 16:46
KLAC. Priced For Perfection In 2025 & Beyond
Q124 revenue $2.36 billion, -5% QoQ & -3% YoY. Current quarter guidance $2.5 billion, +6% QoQ, same YoY. China revenue rose to 42%, same as for...
William Keating
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288 Views
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