According to investment firm UBS, high-bandwidth memory, or HBM, is on the cusp of a breakthrough year in 2026.
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July 18 - Hedge Funds, Industries, News, Tech
The US government is stepping up its moves to expand the use of artificial intelligence in the country.
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July 17 - Hedge Funds, Industries, News, Tech
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks Gaining Attention on Wall Street. ASML reported its second-quarter earnings on Wednesday, July 16th.
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July 17 - News
Operator: Good day, and thank you for standing by. Welcome to the ASML 2025 Second Quarter Financial Results Conference Call on July 16, 2025. [Operator Instructions].
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July 17 - News, Transcripts
In a positive turn of events, Nvidia CEO Jensen Huang announced that the technology giant has received approval from US President Donald Trump to sell its advanced H20 computer...
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July 16 - Hedge Funds, Industries, News, Tech
“Next, we know the semiconductors have become the hottest group in the market, as the torch has been passed from software to hardware.
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July 16 - News
We came across a bullish thesis on ASML Holding on FluentInQuality's Substack. As of 14ᵗʰ July, ASML Holding's share was trading at $806.73.
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July 15 - News, Stock Analysis
“As the market gets weighed down by a flood of new tariff announcements, Dow slipping 279 points, S&P declining 0.33%, Nasdaq dipping 0.22%, we have to remember that stocks ...
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July 15 - Hedge Funds, News
ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Best Semiconductor Stocks to Buy According to Reddit.
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July 13 - News
The Semiconductor Industry Association (SIA) announced that global semiconductor sales amounted to $59.0 billion during May 2025, reflecting a rise of 19.8% as compared to the...
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July 11 - Hedge Funds, News
ASML Holding N.V. (NASDAQ:ASML) ranks among the 20 best fast growth stocks to invest in. On July 1, Bank of America reduced its price target for ASML Holding N.V.
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July 10 - News
The labor market demonstrated unexpected resiliency as job growth in June exceeded expectations thanks to government employment, likely removing a July interest rate cut from ...
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July 8 - Hedge Funds, News
The Stoxx Europe 600 index closed 0.4% higher. France’s CAC 40 rose 0.4% while Germany’s DAX increased by 1.1%.
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July 8 - Hedge Funds, News
ASML Holding N.V. (NASDAQ:ASML) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts.
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June 30 - News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” first quarter 2025 investor letter.
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June 30 - Hedge Fund Investor Letters, News
As per Goldman Sachs, there are signs that AI has been surpassing even the bullish expectations of 2024.
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June 29 - Hedge Funds, News
ASML Holding N.V. (NASDAQ:ASML) ranks among the best fundamental stocks to buy according to hedge funds. Bernstein SocGen Group began coverage of ASML Holding N.V.
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June 29 - News
On June 27, U.S.
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June 28 - Hedge Funds, News
ASML Holding N.V. (NASDAQ:ASML) is one of the 10 best AI stocks to buy according to billionaire David Tepper. On June 17, Bernstein initiated coverage of ASML’s shares.
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June 25 - News
Billionaire David Tepper is a legendary investor who’s made his fortune on Wall Street via Appaloosa Management LP.
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June 24 - Hedge Funds, News
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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June 4 - Hedge Fund Investor Letters, News
On Tuesday, analyst Carlos Trevino from Grupo Santander downgraded ASML Holding (NASDAQ:ASML) from an Outperform to an Underperform rating, with a EUR 850 price target.
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June 3 - News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Monopolistic Investor’s Substack. In this article, we will summarize the bulls’ thesis on ASML.
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May 30 - News, Stock Analysis
Philippe Laffont, the billionaire chief of Coatue Management, recently made an appearance on the All-In Podcast, a business and technology podcast hosted by four venture capitalists...
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May 29 - News
We recently published a list of Jim Cramer Recently Commented On These 12 Stocks. In this article, we are going to take a look at where ASML Holding N.V.
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May 18 - News
“My view, you can be as cynical and corrosive as you want about the vast majority of things in the world in life.
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May 16 - Hedge Funds, News
Keeping track of politicians’ stock investments is a good way of determining which stocks may receive favorable policy treatment from the government down the road.
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May 14 - Insider Trading, News
On May 12, Jeff Kilburg of KKM Financial and Dan Ives of Wedbush Securities appeared together on CNBC to discuss AI, cybersecurity, and mega-cap tech, especially as tech stocks...
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May 13 - Hedge Funds, News, Tech
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
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May 13 - News, Stock Analysis
The stock market has been facing volatility since the tariffs were announced.
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May 7 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Best Anchor Stocks. In this article, we will summarize the bulls’ thesis on ASML.
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May 7 - News, Stock Analysis
Mario Gabelli needs no introduction, having risen to become one of the most successful money managers on Wall Street, backed by a research-driven equity investment style.
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May 6 - Hedge Funds, News
The S&P 500 has returned 12.29% over the past 12 months as of May 2, 2025.
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May 6 - Hedge Funds, News
Morgan Stanley believes the bull market might not be finished, and the S&P 500 might close the year with single-digit gains.
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May 3 - Hedge Funds, News
AI (Artificial Intelligence) isn’t just a buzzword anymore—it’s becoming a part of our everyday lives, from the apps we use to how businesses operate.
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April 25 - Hedge Funds, News, Tech
Marjorie Taylor Greene is one of the most active members of the Trump administration on the US stock market.
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April 23 - Insider Trading, News
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer highlighted the often-overlooked role of currency fluctuations and explained why a weaker U.S.
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April 18 - Hedge Funds, News
Operator: Good day, and thank you for standing by. Welcome to the ASML 2025 First Quarter Financial Results Conference Call on April 16, 2025.
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April 18 - News, Transcripts
Semiconductor manufacturers are at the forefront of the technological battle, especially in the context of China’s rapid tech developments.
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April 17 - News, Stock Analysis
On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions...
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April 16 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
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April 15 - News, Stock Analysis
He noted the chaotic nature of the current environment and remarked that "this tape has it all," and emphasized how unpredictable developments from the White House have added ...
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April 14 - Hedge Funds, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
As per Straits Research, the US semiconductor manufacturing equipment market size was pegged at US$13.2 billion in 2024.
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April 12 - Hedge Funds, News
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
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April 4 - Hedge Fund Investor Letters, News
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
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April 4 - Hedge Fund Investor Letters, News
Innovative stocks are the companies that continuously invest in developing new products, services or even entire business models, enabling them to stay ahead of competition and...
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April 3 - Hedge Funds, News
Jim Cramer, host of Mad Money, discussed on Monday how investor sentiment surrounding tech stocks has shifted over the past three months.
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April 3 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on ASML.
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March 31 - News, Stock Analysis
Individual investors, often called retail investors, typically invest their personal capital directly into the stock market, driven primarily by personal research, news sentiment...
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March 21 - Hedge Funds, News