Scenarios that move ASML
ASML Holding N.V. - New York Registry Shares
Scenarios that move ASML: 26 analyses, 21 positive, 5 negative.
- · TSMC says AI chip demand far exceeds available supply — ▲ · impact +75 · confidence high · horizon quarters
- · ASML cannot keep up with 2027 and 2028 demand — ▲ · impact +82 · confidence high · horizon quarters
- · ◇ What if… Apple becomes the world's largest company by market cap — ▲ · impact +40 · confidence low · horizon quarters
- · SK Hynix conditions new US factory on China export access — ▲ · impact +45 · confidence low · horizon quarters
- · Microsoft unveils new AI chip challenging Nvidia — ▲ · impact +30 · confidence low · horizon quarters
- · ASML reports €11.7 billion sales and €5.0 billion net income — ▲ · impact +95 · confidence low · horizon immediate
- · US chip stocks extend slide as China memory report rattles AI spending — ▼ · impact -65 · confidence low · horizon immediate
- · Micron raises buyback authorization to $35 billion — ▲ · impact +30 · confidence low · horizon quarters
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▲ · impact +40 · confidence low · horizon quarters
- · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▲ · impact +52 · confidence medium · horizon quarters
- · TSMC Q3 earnings set high growth bar on AI demand — ▲ · impact +62 · confidence medium · horizon quarters
- · AMD reaches a $1 trillion market cap, challenging Nvidia — ▲ · impact +40 · confidence low · horizon quarters
- · Micron beats Q4 earnings and revenue estimates — ▲ · impact +45 · confidence low · horizon quarters
- · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -50 · confidence low · horizon weeks
- · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +25 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▲ · impact +40 · confidence low · horizon quarters
- · Camtek sees over $600 million in orders through 2027 — ▲ · impact +35 · confidence low · horizon quarters
- · Nvidia demand outpaces its 70% growth forecast — ▲ · impact +40 · confidence low · horizon quarters
- · Alibaba deepens AI push with new chip and larger model — ▲ · impact +40 · confidence low · horizon quarters
- · ◇ What if… China imposes a blockade on Taiwan — ▼ · impact -68 · confidence low · horizon quarters
- · Intel stock jumps 7.6% in today's trading session — ▲ · impact +47 · confidence medium · horizon quarters
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▲ · impact +52 · confidence low · horizon quarters
- · Tech stocks slide as dire AI warnings send Micron down 5% — ▼ · impact -45 · confidence low · horizon quarters
- · Dell books AI server orders exceeding its total revenue — ▲ · impact +40 · confidence low · horizon quarters
- · Qualcomm lands a major AI deal with Amazon — ▲ · impact +22 · confidence low · horizon quarters
- · ECB set to raise rates as Iran war fuels inflation — ▼ · impact -46 · confidence low · horizon quarters