I reiterate a 'Buy' rating for ASML with a one-year target price of US$864 per share, driven by AI's continued growth.
ASML, a Dutch manufacturer of semiconductor equipment, anticipates that new low-cost versions, such as the one introduced by China’s DeepSeek, would increase rather than decrease demand for AI chips.
Despite a dip in annual net profit, ASML maintained its 2024 sales forecast. China accounted for 27% of Q4 sales but is expected to decline. Market jitters over China’s DeepSeek AI model and U.S.
ASML stock rose nearly 6% premarket after the Dutch semiconductor equipment company posted better than expected fourth ...
U.S. stocks slipped after the Federal Reserve held its main interest rate steady and broke a run of cuts that began in ...
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room ...
The article highlights the impact of DeepSeek's AI innovation on tech stocks. While European chip stocks rallied, U.S. stocks, including Nvidia, struggled. The emergence of DeepSeek's AI tool ...
ASML Holding NV surged the most since 2020 after booking orders worth twice as much as analysts expected, as the artificial ...
After appearing to recover from the DeepSeek market sell-off, Nvidia is once again experiencing a downturn as jitters over AI ...
ASML Holding N.V.'s complex, high-cost business model and reliance on a few partners are mitigated by secular trends and ...
More importantly, ASML’s net bookings is a highly indicative metric for semiconductor demand, as it counts new orders, ...