Analysts and investors alike will be keeping a close eye on the performance of ASML in its upcoming earnings disclosure. The company is predicted to post an EPS of $6.02, indicating a 78.11% growth compared to the equivalent quarter last year. Alongside, our most recent consensus estimate is ...
It's also important to note that ASML currently trades at a PEG ratio of 1.5. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Semiconductor Equipment - Wafer...
ASML is likely to be one of the last companies in the AI ecosystem to feel the potential impact of DeepSeek. Its complex machines are at one end of the semiconductor supply chain, with its business coming from the likes of Taiwan Semiconductor Manufacturing. That’s based on orders from...
A Chinese artificial intelligence company called DeepSeek is grabbing America's attention — and sending a shock wave through Wall Street — due to its new tech, which some experts say rivals that of OpenAI's ChatGPT.DeepSeek is also catching investors off guard because of the low development ...
In addition to the stock bond mix, there have also been rotations within asset classes – right-sizing AI exposures, adjusting European allocations and leaning into health care – specifically into more opportunistic exposures like weight loss drugs. With a soft landing as the base case, t...
In Europe, even though the economy has been weak, there are companies essential to the major investment themes we have seen over the past decade. I would put computer chip equipment-maker ASML in that category, along with airplane manufacturer Airbus, and drugmaker Novo Nordisk,...
Micron Technology Leads a Chip-Stock Rally. What’s Behind the Move. By Adam Clark Jan 06, 2025, 10:48 am EST Reprints Chip stocks were gaining on Monday as Taiwan’s Foxconn gave the latest indication that demand for artificial-intelligence infrastructure is set to boom this year. Continu...
Morgan Stanley's buyback stock list In 2021, Morgan Stanley expects buybacks to make a comeback. The bank is particularly positive about the European region with regards to buybacks. Morgan Stanley thinks that buybacks will “drive superior price-performance” in the region. The bank gave ...
That roiled global stock markets as investors sold off companies like Nvidia Corp. and ASML Holding NV that have benefited from booming demand for AI services. Shares in Chinese names linked to DeepSeek, such as Iflytek Co., climbed.
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