ASMLF

After a year of layoffs and a drop in morale, Christophe Fouquet is betting that giving employees a say in what leaders earn will help ASML keep specialists who are costly to replace.

Both power the AI chip boom and pay dividends. One trades at a steeper premium. Here’s how ASML and Applied Materials stack up.

ASML’s machines are essential to every advanced chip, but Nvidia captures far more of the AI money. Here’s what the gap means for investors.

Investors need to pay close attention to ASML stock based on the movements in the options market lately.

Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund.” The letter can be downloaded here.

Price targets for ASML Holding have shifted, with fair value moving from €2,051.09 to €2,107.73, signalling a slightly higher valuation anchor for the stock.

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

A state-owned Chinese firm just started mass producing the exact lithography machines ASML depends on for its China revenue, and the timeline for disruption is shorter than Wall Street expects.

ASML has underperformed the broader semiconductor sector, and a stock split could be just what the company needs right now.

Both stocks are dominating their respective industries.

ASML just told investors its EUV machines are sold out through 2028, yet the stock sits well below its 52-week high. Whether supply constraints become a ceiling or a catalyst depends on one question management has so far refused to answer.

Both ASML and TSMC say AI demand outstrips everything they can build, but each company is betting on a different strategy to close that gap.