Tag: ASML Holding NV
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‘Tougher times ahead’: Don’t expect blowout returns to continue, CEO of $2.3 trillion fund warns after record first half
Norway’s sovereign wealth fund, the largest of its kind, is an investor in around 1.5% of the world’s listed companies.
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World’s biggest chipmaker TSMC’s sales surge 45% amid buoyant AI demand
TSMC makes chips for Big Tech customers like Nvidia and Google, so the firm’s financial figures are closely watched as a sign of AI semiconductor demand.
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The stocks Goldman gives more than 100% upside — with one as high as 168%
Goldman Sachs gave two companies an upside of more than 100% in its latest ‘European Conviction’ stock picks list.
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CNBC’s The China Connection newsletter: AI wins come with an old investor risk
From a surprise yuan devaluation in 2015 to crackdowns in recent years, many of Beijing’s policy moves appear abrupt to outsiders.
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Chip stocks head for one of their worst months ever. Is it a blip or the end?
In the run up to its March 2000 peak, the leading chip stock index saw many months of percentage losses comparable to the current monthly pullback.
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BofA thinks ASML isn’t under threat from China, and that investors are overreacting
The bank said replacing the Dutch company’s presence in China is a high hurdle.
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China’s reported chip breakthrough comes with some big caveats
China is reportedly producing a key chip tool in a market dominated by ASML. But analysts questioned China’s ability to compete with the Dutch giant.
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U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
ASML is set to make around a fifth of its 2026 net sales from China, but geopolitical headwinds present a delicate situation.
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Xi pitches China as AI partner to developing world, warns against risks and security overreach
China will provide developing countries with 5,000 opportunities in AI training and seminar programs, as well as develop AI cooperation with various blocs.
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Early chip earnings reporters showing how high the bar really is
Wall Street will have to buckle up this earnings season, based on the early reports tied to the artificial intelligence trade.
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