bowie15 I knew when I took on this assignment to write about ASML Holding N.V.'s (NASDAQ:ASML) upcoming Q2 2024 earnings call on July 17, 2024, that it would be exceedingly difficult. By all metrics, ASML’s Q1 2024 results were disastrous, as shown in Table 1. According to ASML, every metric was down QOQ, by double-digit percentages. ASML However, CY 2023 was an exceedingly strong year for ASML. In a February 13, 2024 Seeking Alpha article entitled “ASML Led Global WFE Equipment Market In 2023 As Chin ...

Mykola PokhodzhayASML Holdings' (NASDAQ:ASML) shares reached new all-time highs this week as demand for AI infrastructure products is surging. Specifically, semiconductor firm Taiwan Semiconductor Manufacturing (TSM) on Wednesday reported strong preliminary revenue results for its second-quarter which helped drive new interest in ASML as well. According to this company’s revenue update, TSMC saw 40% year over year growth driven by strong demand for AI chips from hyperscalers. ASML, which has Taiwan Semi ...

Mirroring the Nasdaq today, semiconductor stock ASML Holding NV (NASDAQ:ASML) earlier hit a record high of $1,110.09 before turning lower, last seen down 2.4% at $1,073. This price action comes after Susquehanna, which currently holds a positive rating on the stock, lifted its price target to $1,300 from $1,200. The chip name is a candidate for a stock split, as it's trading above $1,000 amid this year's artificial intelligence (AI) rally, much like crypto stock MicroStrategy (MSTR), which announced a 10-fo ...

Both semiconductor titans are on track to capitalize on the AI boom, but which one should you be putting your money on right now?The PHLX Semiconductor Sector index has been in rip-roaring form on the market over the past year, clocking outstanding gains of 60% as of this writing and handsomely outpacing the 28% gains that the S&P 500 index has delivered during the same period.Artificial intelligence (AI) has played a central role in this terrific surge as demand for chips required in training and inferenci ...

文章核心观点 - 人工智能(AI)行业正处于快速发展阶段,预计到2030年市场规模将达到8260亿美元[3] - 文章重点介绍了几家在AI供应链中扮演关键角色的公司,包括台积电、英伟达和ASML[4][8][13] - 这些公司在AI芯片制造、设备生产等领域具有技术优势和定价能力,是投资者关注的重点[5][9][14] 台积电(TSM) - 台积电是全球90%先进逻辑芯片的制造商,是AI芯片供应链中不可或缺的关键环节[5] - 台积电正在提高对合作伙伴的芯片价格,这将带动整个供应链的价格上涨[7] 英伟达(NVDA) - 英伟达已经成为AI领域的代名词,约80%的收入来自于AI相关硬件[9] - 英伟达的芯片供不应求,这为其带来了较强的定价能力[11] - 英伟达的股价持续创新高,未来有望继续上涨[12] ASML(ASML) - ASML是全球唯一能生产先进半导体制造设备的公司,其EUV光刻机是制造最先进芯片的关键设备[13][14] - 英特尔今年购买了ASML的5台价值3.7亿美元的高NA EUV光刻机,体现了ASML技术的价值[15]

ASML (ASML) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this equipment supplier to semiconductor makers have returned +3.2% over the past month versus the Zacks S&P 500 composite's +3.2% change. The Zacks Semiconductor Equipment - Wafer Fabrication industry, to which ASML belongs, has gained 7% over this period. Now the key question is: Where could the stock be headed in ...

The tech sector has been on fire lately, but ASML, Datadog, and ServiceNow should stay hot well into the future. Tech stocks are hot right now. The S&P 500 is near its all-time high and megacap tech stocks dominate the index. Additionally, the Nasdaq-100 Technology Sector Index is just days away from its all-time high. Any way you look at it, it's a good time to be a tech investor. This party won't last forever, though, and a pullback in tech stocks is inevitable at some point. This is why it's a smart stra ...

The split appeared to lift Nvidia and could help other stocks, too. Nvidia stock soared to record highs following its 10-for-1 split. Following that increase, it became the stock with the world's largest market cap. Another chip giant, Broadcom, is far from such an achievement but has shot higher since announcing its own split. Given those reactions, such a move could be next for other AI stocks that announce stock splits. The question for investors is which stocks will make such a move. While the answer to ...

The stock has been a multibagger since the company's last traditional split over 20 years ago. Artificial intelligence tailwinds have pushed technology stocks higher; some have begun splitting their stock. AI chip kingpin Nvidia executed a 10-for-1 split in May, while Broadcom announced it will do the same in July. Although the company doesn't receive as much attention as other AI stocks, ASML Holding (ASML 2.13%) belongs squarely in the mix. The company builds lithography machines, a vital tool for manufac ...

文章核心观点 - 虽然创新技术如人工智能受到广泛关注,但投资者不应只盯住最热门的股票,而应关注那些被华尔街分析师给予强烈买入评级的长期股票[1][2][3][4] - 这些股票背后有着可靠的基本面,且受到了经验丰富的分析师的高度认可[3][4] 公司总结 Sempra (SRE) - 作为一家多元化的公用事业公司,Sempra有两大优势:一是公用事业公司通常享有自然垄断地位,二是其核心的圣地亚哥市场规模大且增长迅速[5][6] - 尽管有人说加州人口正在外流,但圣地亚哥市到2042年前都不会出现人口下降[6] - 在过去12个月,Sempra实现净利润28.6亿美元,每股收益4.52美元,收入138亿美元;预计2024财年每股收益可能增长4.12%至4.8美元,收入可能下降3.8%至160.9亿美元[7] - 此外,Sempra还有3.3%的可观股息收益率[8] Shell (SHEL) - 虽然化石燃料巨头Shell看起来不太适合作为长期强烈买入股票,但世界仍然依赖石油,Shell的综合石油天然气业务有望继续创收[10] - 分析师一致给予Shell"强烈买入"评级,目标价平均为90.33美元,最高达95美元[11] - 在过去12个月,Shell实现净利润180.1亿美元,每股收益5.46美元,收入3021.4亿美元;预计2024财年每股收益可能增长3.7%至8.62美元,收入可能增长9.5%至3467.9亿美元[11][12] - Shell还有近4%的可观股息收益率[12] ASML (ASML) - ASML作为光刻机专家,在复杂半导体制造中扮演着关键角色,是科技创新的基础[13] - 分析师一致给予ASML"强烈买入"评级,目标价平均为1102.25美元,最高1185美元[14] - 过去4个季度,ASML的每股收益一直超出预期,平均超出率为8.18%[15] - 预计2025财年ASML的收入可能达396亿美元,较2024年增长32.4%[16]