ASML. Solid Q2 But New Bookings Significantly Down As COVID-19 Clouds Medium Term Outlook.
Dutch lithography giant ASML this week reported second quarter revenues of $3.8 billion, up 35% sequentially and 31% YoY. While the company had not...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
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Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
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Semiconductor WFE. Supply Constrained For Now With An Upbeat Outlook For CY 2020 Overall
With Applied Materials (AMAT US)'s report last week, first quarter results are now complete for the top 5 semiconductor WFE companies globally....
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