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Valuation multiples are at decade lows; I see ASML as undervalued with potential for 30% upside as industry fundamentals ...
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Key Points ASML's revolutionary technology continues to push the bounds of AI and semiconductor manufacturing. Near-term ...
ASML beats Q2 estimates driven by AI chip demand. With strong margins, unique positioning, and 15% growth forecast, discover ...
Arm shares rose Monday as analysts at Wells Fargo raised their price target for the chip designer’s stock ahead of its ...
TSMC’s market value zoomed past the billion-dollar mark last week, mainly driven by optimism over strong AI demand and ...
Following the market sell-off, ASML shares trade at a forward price-to-earnings (P/E) multiple of 27x based on 2025 analyst estimates. With nearly no competition for EUV lithography and growing demand ...
The share of chip machine manufacturer ASML fell hard this morning. At opening, the rate was about seven percent lower. The ...
Nvidia, TSMC, and ASML are all great long-term plays on AI infrastructure. Alphabet should not be overlooked for what the ...
Semiconductor chip companies, including Nvidia, AMD, Broadcom, Marvell Tech, and Super Micro had a volatile week due to trade ...
Contract chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) just reported record-breaking Q2 results.