{"ticker": {"uuid": "6ae8a747-28b6-4f66-a0ae-da8e29064480", "symbol": "ASML01", "name": "ASML Holding N.V.", "exchange": "SET", "country": "TH", "sector": "Technology", "industry": "Semiconductor Equipment & Materials"}, "articles": [{"title": "Zacks Model Flashes Green for Applied Materials Ahead of Earnings", "summary": "There's an uncomfortable question hanging over Applied Materials heading into Thursday afternoon: how does a company at the center of the AI manufacturing buildout, growing earnings above 30% and beating estimates sixteen quarters running, end up trading 25% below its high? The answer says more about the market's mood than about the business \u2014 but it also means this print carries unusual weight. Applied Materials reports fiscal third-quarter results after the closing bell on Thursday, and our proprietary model points to yet another beat. The Setup Is About as Favorable as It Gets Let's start w", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-model-flashes-green-applied-132600517.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-model-flashes-green-applied-132600517.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T13:26:00+00:00", "published_display": "13 Aug 2026 13:26", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.192523, "evidence_share": 6.4, "evidence_share_display": "6.4", "freshness_pct": 96.9, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Surprise", "Fourth Quarter", "Guidance", "Institutional Investors"], "evidence_basis": "", "score_included": true}, {"title": "4 Goldman Sachs Mutual Funds to Buy for Wealth Creation", "summary": "The U.S. economy is showing a mixed picture this month, with the labor market losing momentum even as some indicators remain resilient. July nonfarm payrolls fell by 23,000, far below expectations for an 83,000 gain, while previous months were revised sharply lower. The unemployment rate came in at 4.1% in July compared to June's metric of 4.2%. Wage growth slowed to 0.1% for the month, and labor-force participation fell to 61.4%. Meanwhile, the labor force participation rate edged down 0.1 percentage point sequentially to 61.4%, while the employment-population ratio fell 0.1 percentage point ", "url": "https://finance.yahoo.com/markets/stocks/articles/4-goldman-sachs-mutual-funds-124700612.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/4-goldman-sachs-mutual-funds-124700612.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T12:47:00+00:00", "published_display": "13 Aug 2026 12:47", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Missed expectations"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.058536, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 91.5, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Energy", "Financials", "Institutional Investors", "Mutual Funds", "Retail", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "GF Securities Revisits AI Stock Rebound", "summary": "This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI spending returns. The call favors GPUs, CPUs and optical-networking suppliers over the broader semiconductor sector, suggesting investors should be increasingly selective as the AI rebound enters its next phase. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fair", "url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:38:20+00:00", "published_display": "12 Aug 2026 19:38", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Improving financial comparison", "Strong Demand", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.186279, "evidence_share": 6.2, "evidence_share_display": "6.2", "freshness_pct": 87.4, "age_days": 1.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday", "summary": "Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is runnin", "url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:41+00:00", "published_display": "12 Aug 2026 17:14", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Record Revenue"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167855, "evidence_share": 5.6, "evidence_share_display": "5.6", "freshness_pct": 86.2, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Earnings Per Share", "Operating Income", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Micron Technology\u2019s (MU) Competitive Edge in a Rapidly Evolving Industry", "summary": "aron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Opportunity Fund\". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of st", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-technology-mu-competitive-edge-143850791.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/micron-technology-mu-competitive-edge-143850791.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:38:50+00:00", "published_display": "12 Aug 2026 14:38", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.130043, "evidence_share": 4.3, "evidence_share_display": "4.3", "freshness_pct": 84.9, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Growth Stocks", "Hedge Funds", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom", "summary": "Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:38:46+00:00", "published_display": "12 Aug 2026 13:38", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Guidance raised", "Improving financial comparison", "Record Profit", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070051, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 65.5, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Demand", "Earnings", "Price Target", "Price Target", "Semiconductors", "Supply Chain"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:12:26+00:00", "published_display": "12 Aug 2026 13:12", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.067716, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 84.2, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 6, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Cpi", "Earnings", "Earnings Growth"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "source_kind": "publisher", "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.074376, "evidence_share": 2.5, "evidence_share_display": "2.5", "freshness_pct": 77.2, "age_days": 1.9, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC's strong revenue update. The year-to-date share pri", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:14:33+00:00", "published_display": "11 Aug 2026 19:14", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 56, "tone_signals": ["Operating growth", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065289, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 75.9, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Export Controls", "Semiconductors", "Share Price", "Shareholder", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T19:00:34+00:00", "published_display": "11 Aug 2026 19:00", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.057396, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 75.8, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results"], "evidence_basis": "", "score_included": true}, {"title": "Why ASML Holding Stock Rallied Tuesday Morning", "summary": "Shares of ASML Holding (NASDAQ: ASML) charged sharply higher on Tuesday, jumping as much as 5%. As of 12:54 p.m. ET, the stock was still up 3.2%. The catalyst that sent the chipmaking equipment provider higher was robust sales from one of the company's biggest customers. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bbImage source: The Motley Fool. Positive news ASML manufa", "url": "https://finance.yahoo.com/markets/stocks/articles/why-asml-holding-stock-rallied-172323164.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-asml-holding-stock-rallied-172323164.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:23:23+00:00", "published_display": "11 Aug 2026 17:23", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Beat expectations", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.172008, "evidence_share": 5.7, "evidence_share_display": "5.7", "freshness_pct": 75.1, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chipmaking", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Intel makes another $15 billion vital move as AI demand accelerates", "summary": "Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of the puzzle has been pointing in the same direction: Artificial Intelligence (AI). These are just a few of the moves Intel has made. Recently, we saw Intel raise its 2026 capital expenditure estimates to more than $20 billion, from around $18 billion, to meet rising demand. August 10, Intel revealed how it intends to fund the next chap", "url": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:07:00+00:00", "published_display": "11 Aug 2026 17:07", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Improving financial comparison", "Operating growth", "Operational disruption"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.094511, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 75.0, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capital Raise", "Earnings", "Financial Results", "Foundry"], "evidence_basis": "", "score_included": true}, {"title": "ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion and climbed 5.6% from June. That is exactly the kind of number ASML investors want to see. TSMC cannot keep pumping out more advanced AI chips forever without adding capacity, and adding leading-edge capacity means more dem", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:45:23+00:00", "published_display": "11 Aug 2026 15:45", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.119266, "evidence_share": 3.9, "evidence_share_display": "3.9", "freshness_pct": 74.4, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Net Income", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Is Rule Breaker ASML the Snap Cola King Right Now?", "summary": "Of the 3,000-plus companies we monitor in The Motley Fool's Rule Breakers Primary database, exactly one tops the list with an overall Superscore of 99. It isn't a household name \u2013 it's ASML(NASDAQ:ASML), the quiet Dutch firm that builds the machines that make the world's most advanced computer chips. It's also a textbook \u201cSnap Cola\u201d company \u2013 the concept David Gardner unpacks in Rule Breaker Investing, and one ASML is earning right now. So what is a Snap Cola, and how do you spot the next one? Let's get into it. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\"", "url": "https://www.nasdaq.com/articles/rule-breaker-asml-snap-cola-king-right-now", "source_link": "https://www.nasdaq.com/articles/rule-breaker-asml-snap-cola-king-right-now", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T15:36:03+00:00", "published_display": "11 Aug 2026 15:36", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 45, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.029443, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 47.6, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Investment Strategy", "Markets", "Semiconductors", "Stock Recommendations", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": ["Dilution risk"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.030563, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 47.2, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Secondary Offering"], "evidence_basis": "", "score_included": true}, {"title": "The Changing Dynamics Behind Micron Technology (MU)", "summary": "Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over the same period. In the first quarter, market volatility highlighted investment opportunities, leading to a swift repricing of high-quality companies. April reinforced the idea that returns are not linear, but, through disciplined investing, several high-conviction positions gained value as fundamentals improved. Despite concerns about high ", "url": "https://finance.yahoo.com/markets/stocks/articles/changing-dynamics-behind-micron-technology-130614043.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/changing-dynamics-behind-micron-technology-130614043.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:06:14+00:00", "published_display": "11 Aug 2026 13:06", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Strong Demand", "Operating growth", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.16324, "evidence_share": 5.4, "evidence_share_display": "5.4", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Hedge Funds", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle \"has legs.\" Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 64, "tone_signals": ["Deteriorating financial comparison"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.049369, "evidence_share": 1.6, "evidence_share_display": "1.6", "freshness_pct": 59.5, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.063989, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 43.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129633, "evidence_share": 4.3, "evidence_share_display": "4.3", "freshness_pct": 66.8, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?", "summary": "Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia \u203a There are many ways to play the artificial intelligence (AI) boom right now, and two of the best angles are to invest in semiconductor equipment makers like ASML Holdings(NASDAQ: ASML) and Applied Materials(NASDAQ: AMAT), or by owning chip designers like Nvidia(NASDAQ: NVDA) and Broadcom(NASDAQ: AVGO). Over the past", "url": "https://www.nasdaq.com/articles/semiconductor-equipment-makers-vs-chip-designers-whos-actually-winning-ai-cycle", "source_link": "https://www.nasdaq.com/articles/semiconductor-equipment-makers-vs-chip-designers-whos-actually-winning-ai-cycle", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-10T20:50:00+00:00", "published_display": "10 Aug 2026 20:50", "source_kind": "publisher", "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.13465, "evidence_share": 4.5, "evidence_share_display": "4.5", "freshness_pct": 66.7, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Markets", "Revenue Growth", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "ASML Stock Rises 1.7% as AI Demand Signal Strengthens", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares gained roughly 1.7% Monday morning. Then came another bullish signal from one of its biggest customers. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion. AI chips cannot keep scaling without more leading-edge manufacturing capacity, and those fabs cannot easily scale without ASML's machines", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:03:47+00:00", "published_display": "10 Aug 2026 20:03", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Guidance raised"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.10009, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 66.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Net Income", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Beat expectations", "Guidance raised", "Analyst upgrade", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.159419, "evidence_share": 5.3, "evidence_share_display": "5.3", "freshness_pct": 64.7, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.13171, "evidence_share": 4.4, "evidence_share_display": "4.4", "freshness_pct": 64.0, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Situational Awareness bets $400M on chip startup Source Foundry", "summary": "Situational Awareness, the AI-focused hedge fund run by Leopold Aschenbrenner, invested $400 million earlier this week in Source Foundry, a private startup aiming to upend how chips are manufactured, according to The Wall Street Journal. The investment brings Situational Awareness's total stake in Source Foundry to $500 million. Source Foundry was founded by Stanford University researchers Abdulmalik Obaid and Joe Burg. The startup has raised at least several hundred million dollars to date and was valued at $5 billion in a recent fundraising round, according to the Journal. Sequoia Capital pr", "url": "https://finance.yahoo.com/technology/ai/articles/situational-awareness-bets-400m-chip-130220333.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/situational-awareness-bets-400m-chip-130220333.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:02:20+00:00", "published_display": "10 Aug 2026 13:02", "source_kind": "aggregator", "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Margin pressure"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098955, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 72.5, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Hedge Funds", "Semiconductors", "Technology", "Venture Capital"], "evidence_basis": "", "score_included": true}, {"title": "Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler", "summary": "Brown Advisory, an investment management company, released its \"Brown Advisory Global Leaders Strategy\" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings i", "url": "https://finance.yahoo.com/technology/ai/articles/why-asml-holding-asml-could-125520444.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/why-asml-holding-asml-could-125520444.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:55:20+00:00", "published_display": "10 Aug 2026 12:55", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Operating growth", "Positive valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.085506, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 63.7, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Hedge Funds", "Revenue Growth", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "TSMC July 2026 revenue jumps 44.7% on AI chip demand", "summary": "Taiwan Semiconductor Manufacturing Co. disclosed July revenue of NT$467.58 billion ($14.5 billion), up 44.7% year on year, reflecting an accelerating appetite for chips used in artificial intelligence applications. The result puts TSMC ahead of its own full-year guidance. The company said it expects 2026 revenue to grow by slightly above 40% in U.S. dollar terms, a target it raised after its second-quarter earnings last month. TSMC also raised its capital expenditure projection to between $60 billion and $64 billion for the year. During the second-quarter earnings report, TSMC Chairman C.C. We", "url": "https://finance.yahoo.com/technology/ai/articles/tsmc-july-2026-revenue-jumps-110802277.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/tsmc-july-2026-revenue-jumps-110802277.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:08:02+00:00", "published_display": "10 Aug 2026 11:08", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129106, "evidence_share": 4.3, "evidence_share_display": "4.3", "freshness_pct": 71.9, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Semiconductors", "Tech", "Total Revenue"], "evidence_basis": "", "score_included": true}, {"title": "European stocks little changed as investors weigh inflation and Hormuz risks", "summary": "[Global Business Strategy on Digital Display] London (UKX [https://seekingalpha.com/symbol/UKX]) -0.11%, The British pound traded around $1.349, remaining close to its highest level since July 15. Germany (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) +0.10%. France (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0.00%. Industrial production in Austria was unchanged in June. Norway\u2019s annual inflation rate rose to 3% in July. Total orders received by Sweden jumped 29.9% Y/Y in June. Denmark\u2019s seasonally adjusted trade surplus widened to DKK 28.7B in June. The annual inflation rate in ", "url": "https://seekingalpha.com/news/4629715-european-stocks-little-changed-as-investors-weigh-inflation-and-hormuz-risks?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629715-european-stocks-little-changed-as-investors-weigh-inflation-and-hormuz-risks?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-10T08:06:04+00:00", "published_display": "10 Aug 2026 08:06", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Negative financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.009834, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 30.2, "age_days": 3.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Inflation", "Luxury", "Rates", "Tech", "Treasuries"], "evidence_basis": "", "score_included": true}, {"title": "Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report", "summary": "Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip maker by market value, about potentially supplying components for some devices sold in China, the Wall Street Journal reported on Sunday, citing people familiar with the matter. The move comes as AI data centers drive surging demand for memory chips, putting pr", "url": "https://finance.yahoo.com/technology/ai/articles/apple-tests-chinas-cxmt-memory-071536599.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/apple-tests-chinas-cxmt-memory-071536599.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T07:15:36+00:00", "published_display": "10 Aug 2026 07:15", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Legal or regulatory risk"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.016774, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 29.9, "age_days": 3.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Memory Chips", "Semiconductors", "Supply Chain", "US China Relations"], "evidence_basis": "", "score_included": true}, {"title": "Is ASML Holding (NasdaqGS:ASML) Trading At A Premium Or Fair Value?", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. ASML Holding stock has delivered strong returns over recent years, yet the current valuation screens as expensive on standard checks, which raises questions about how much of the story is already reflected in the share price. Over the past 3 years ASML Holding has returned 168.7%, which puts recent weakness into context and shows how much the stock has already rewarded long term holders. Expectations around ASML Holding's ability to sustain profitable growth in semiconductor ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-nasdaqgs-asml-trading-170934851.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-nasdaqgs-asml-trading-170934851.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T17:09:34+00:00", "published_display": "09 Aug 2026 17:09", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 62, "tone_signals": ["Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.052244, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 56.8, "age_days": 4.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Semiconductors", "Share Price", "Valuation"], "evidence_basis": "", "score_included": true}, {"title": "European stocks draw investors as earnings and growth strengthen", "summary": "Investing.com -- European equities are attracting increased interest from global investors as stronger earnings, improving economic data and broader market participation support expectations that the rally could continue, Bloomberg reported. The Stoxx Europe 600 Index rose during every session last week, its longest winning streak since June. The benchmark has gained 11% in 2026, while Germany's DAX, France's CAC 40 and Italy's FTSE MIB have reached record highs. European corporate earnings increased 17%, the strongest growth in four years, while regional economic momentum reached its highest ", "url": "https://finance.yahoo.com/markets/world-indices/articles/european-stocks-draw-investors-earnings-102830581.html", "source_link": "https://finance.yahoo.com/markets/world-indices/articles/european-stocks-draw-investors-earnings-102830581.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:28:30+00:00", "published_display": "09 Aug 2026 10:28", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.100203, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 54.7, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "European Equities", "Inflation", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Draws Fresh Attention After $400 Million Bet On Lithography Rival", "summary": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ASML Holding (ENXTAM:ASML) faces a new challenger as chipmaking startup Source Foundry secures substantial funding to develop lithography equipment for advanced semiconductors. The well financed entrant is targeting bottlenecks in AI chip production, directly addressing a core area of ASML's current business focus. Investors are weighing how fresh capital and technical ambitions at Source Foundry could influence competition in high end lithography tools ov", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-draws-181008839.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-draws-181008839.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T18:10:08+00:00", "published_display": "08 Aug 2026 18:10", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.010531, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 17.5, "age_days": 5.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Competition", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Nucor, ASML Lead Five Stocks Near Buy Points Without This Big Risk", "summary": "Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror. Continue Reading", "url": "https://finance.yahoo.com/m/abb19379-19a9-3c51-97a8-6ac09e74a14e/nucor%2C-asml-lead-five-stocks.html", "source_link": "https://finance.yahoo.com/m/abb19379-19a9-3c51-97a8-6ac09e74a14e/nucor%2C-asml-lead-five-stocks.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T12:00:21+00:00", "published_display": "08 Aug 2026 12:00", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023586, "evidence_share": 0.8, "evidence_share_display": "0.8", "freshness_pct": 48.0, "age_days": 5.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) rose +1.17%. Stock indices settled higher on Friday amid strength in corporate earnings results and reduced Fed rate hike fears. Stock indices found support on Friday as bond yields fell after US July nonfarm payrolls unexpectedly declined and average hourly earnings rose less than expected, bolstering speculation that the ", "url": "https://www.nasdaq.com/articles/stocks-settle-higher-weak-jobs-report-allays-rate-hike-fears", "source_link": "https://www.nasdaq.com/articles/stocks-settle-higher-weak-jobs-report-allays-rate-hike-fears", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-07T22:18:07+00:00", "published_display": "07 Aug 2026 22:18", "source_kind": "publisher", "sentiment": "positive", "sentiment_pct": 60, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.045031, "evidence_share": 1.5, "evidence_share_display": "1.5", "freshness_pct": 44.4, "age_days": 5.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["Cybersecurity", "Earnings", "Earnings Results", "Interest Rates", "Operating Income", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "ASML01 Stock Price and Chart \u2014 SET:ASML01", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22ASML01+Stock+Price+and+Chart+%E2%80%94+SET%3AASML01%22+%22TradingView%22", "source_link_is_lookup": true, "source_name": "TradingView", "published_at": "2026-08-02T12:40:33.056376+00:00", "published_display": "02 Aug 2026 12:40", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.000944, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 2.0, "age_days": 11.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}], "by_tier": {"direct": [{"title": "Zacks Model Flashes Green for Applied Materials Ahead of Earnings", "summary": "There's an uncomfortable question hanging over Applied Materials heading into Thursday afternoon: how does a company at the center of the AI manufacturing buildout, growing earnings above 30% and beating estimates sixteen quarters running, end up trading 25% below its high? The answer says more about the market's mood than about the business \u2014 but it also means this print carries unusual weight. Applied Materials reports fiscal third-quarter results after the closing bell on Thursday, and our proprietary model points to yet another beat. The Setup Is About as Favorable as It Gets Let's start w", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-model-flashes-green-applied-132600517.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-model-flashes-green-applied-132600517.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T13:26:00+00:00", "published_display": "13 Aug 2026 13:26", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b04f355e84ccfa7c1038c567293e070c1ffe2dd0df22dc807ecbede17b0d1298", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.774, "provider_directional_mass": 0.169, "relevance_score": 0.402489, "entity_mapped": true, "sentiment_conflict": 0.303, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.192523, "evidence_share": 6.4, "evidence_share_display": "6.4", "freshness_pct": 96.9, "age_days": 0.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Surprise", "Fourth Quarter", "Guidance", "Institutional Investors"], "evidence_basis": "", "score_included": true}, {"title": "4 Goldman Sachs Mutual Funds to Buy for Wealth Creation", "summary": "The U.S. economy is showing a mixed picture this month, with the labor market losing momentum even as some indicators remain resilient. July nonfarm payrolls fell by 23,000, far below expectations for an 83,000 gain, while previous months were revised sharply lower. The unemployment rate came in at 4.1% in July compared to June's metric of 4.2%. Wage growth slowed to 0.1% for the month, and labor-force participation fell to 61.4%. Meanwhile, the labor force participation rate edged down 0.1 percentage point sequentially to 61.4%, while the employment-population ratio fell 0.1 percentage point ", "url": "https://finance.yahoo.com/markets/stocks/articles/4-goldman-sachs-mutual-funds-124700612.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/4-goldman-sachs-mutual-funds-124700612.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T12:47:00+00:00", "published_display": "13 Aug 2026 12:47", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a96144cbe87ca03d4ad1197f980846676ed82bd3195999ee3488f16082ed8056", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.622, "provider_directional_mass": 0.17, "relevance_score": 0.367425, "entity_mapped": true, "sentiment_conflict": 0.418, "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Missed expectations"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.058536, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 91.5, "age_days": 0.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Energy", "Financials", "Institutional Investors", "Mutual Funds", "Retail", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "GF Securities Revisits AI Stock Rebound", "summary": "This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI spending returns. The call favors GPUs, CPUs and optical-networking suppliers over the broader semiconductor sector, suggesting investors should be increasingly selective as the AI rebound enters its next phase. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fair", "url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:38:20+00:00", "published_display": "12 Aug 2026 19:38", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "06f3856a669e08233defdb50ec5014362264c063e6bfbc396bc9679f3fd3b523", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.786, "provider_directional_mass": 0.211, "relevance_score": 0.45, "entity_mapped": true, "sentiment_conflict": 0.124, "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Improving financial comparison", "Strong Demand", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.186279, "evidence_share": 6.2, "evidence_share_display": "6.2", "freshness_pct": 87.4, "age_days": 1.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Price Target", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday", "summary": "Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is runnin", "url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:41+00:00", "published_display": "12 Aug 2026 17:14", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "644c6127feba9357d4760066b90369a8c35400ba400cad7c47663e800c366c5b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.773, "provider_directional_mass": 0.177, "relevance_score": 0.402489, "entity_mapped": true, "sentiment_conflict": 0.213, "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Record Revenue"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167855, "evidence_share": 5.6, "evidence_share_display": "5.6", "freshness_pct": 86.2, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Earnings Per Share", "Operating Income", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Micron Technology\u2019s (MU) Competitive Edge in a Rapidly Evolving Industry", "summary": "aron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Opportunity Fund\". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of st", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-technology-mu-competitive-edge-143850791.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/micron-technology-mu-competitive-edge-143850791.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:38:50+00:00", "published_display": "12 Aug 2026 14:38", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "27a019825c7da2fddd6d8fa65fd02fa55626feaf0d665a24c85973cef4c005bf", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.65, "provider_directional_mass": 0.16, "relevance_score": 0.340164, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.130043, "evidence_share": 4.3, "evidence_share_display": "4.3", "freshness_pct": 84.9, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Growth Stocks", "Hedge Funds", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom", "summary": "Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:38:46+00:00", "published_display": "12 Aug 2026 13:38", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "dca6f9fa40cccc5d46d132f7fe9ed1ab7c5f809bfe195a1f8a62885734a8d28f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.778, "provider_directional_mass": 0.12, "relevance_score": 0.240534, "entity_mapped": true, "sentiment_conflict": 0.082, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Guidance raised", "Improving financial comparison", "Record Profit", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.070051, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 65.5, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Demand", "Earnings", "Price Target", "Price Target", "Semiconductors", "Supply Chain"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:12:26+00:00", "published_display": "12 Aug 2026 13:12", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "3ee6926cc2d5f73f5a3648031001bcd59b91e35c94c7d3459e016c72d0254fb4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.687, "provider_directional_mass": 0.124, "relevance_score": 0.162, "entity_mapped": true, "sentiment_conflict": 0.859, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.067716, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 84.2, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 6, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Cpi", "Earnings", "Earnings Growth"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "2e90d8596baf3666d2cc429741973d4ce07025ac5f5cb1c1752739064533cea8", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.708, "provider_directional_mass": 0.174, "relevance_score": 0.162, "entity_mapped": true, "sentiment_conflict": 0.746, "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.074376, "evidence_share": 2.5, "evidence_share_display": "2.5", "freshness_pct": 77.2, "age_days": 1.9, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC's strong revenue update. The year-to-date share pri", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:14:33+00:00", "published_display": "11 Aug 2026 19:14", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e34f4ae3cb0facce7858083e48b1573e475e55e1372ef5390f90110fdc3c64ab", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.613, "provider_directional_mass": 0.144, "relevance_score": 0.284607, "entity_mapped": true, "sentiment_conflict": 0.886, "sentiment": "positive", "sentiment_pct": 56, "tone_signals": ["Operating growth", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.065289, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 75.9, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Export Controls", "Semiconductors", "Share Price", "Shareholder", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T19:00:34+00:00", "published_display": "11 Aug 2026 19:00", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "169f9c00dd5af2ef6307e2fe7ea0b1e391347fd2de95d23a6eba9f78384957f8", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.672, "provider_directional_mass": 0.176, "relevance_score": 0.183708, "entity_mapped": true, "sentiment_conflict": 0.989, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.057396, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 75.8, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results"], "evidence_basis": "", "score_included": true}, {"title": "Why ASML Holding Stock Rallied Tuesday Morning", "summary": "Shares of ASML Holding (NASDAQ: ASML) charged sharply higher on Tuesday, jumping as much as 5%. As of 12:54 p.m. ET, the stock was still up 3.2%. The catalyst that sent the chipmaking equipment provider higher was robust sales from one of the company's biggest customers. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bbImage source: The Motley Fool. Positive news ASML manufa", "url": "https://finance.yahoo.com/markets/stocks/articles/why-asml-holding-stock-rallied-172323164.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-asml-holding-stock-rallied-172323164.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:23:23+00:00", "published_display": "11 Aug 2026 17:23", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "65b452b8fad9195c556393b85ab73ae76fdd5218c55ca50c0396fed4993f24c5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.777, "provider_directional_mass": 0.107, "relevance_score": 0.649521, "entity_mapped": true, "sentiment_conflict": 0.215, "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Beat expectations", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.172008, "evidence_share": 5.7, "evidence_share_display": "5.7", "freshness_pct": 75.1, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chipmaking", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Intel makes another $15 billion vital move as AI demand accelerates", "summary": "Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of the puzzle has been pointing in the same direction: Artificial Intelligence (AI). These are just a few of the moves Intel has made. Recently, we saw Intel raise its 2026 capital expenditure estimates to more than $20 billion, from around $18 billion, to meet rising demand. August 10, Intel revealed how it intends to fund the next chap", "url": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/intel-makes-another-15-billion-170700635.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:07:00+00:00", "published_display": "11 Aug 2026 17:07", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "da02cdbf74ab9039a939a9f1f0a6bea6f8fd50d596d2f120909eedc3f071b3c7", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.696, "provider_directional_mass": 0.1049, "relevance_score": 0.519615, "entity_mapped": true, "sentiment_conflict": 0.791, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Improving financial comparison", "Operating growth", "Operational disruption"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.094511, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 75.0, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capital Raise", "Earnings", "Financial Results", "Foundry"], "evidence_basis": "", "score_included": true}, {"title": "ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion and climbed 5.6% from June. That is exactly the kind of number ASML investors want to see. TSMC cannot keep pumping out more advanced AI chips forever without adding capacity, and adding leading-edge capacity means more dem", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-jumps-4-1-154523781.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:45:23+00:00", "published_display": "11 Aug 2026 15:45", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "97d6782407c359b8637302a6c9489ae722d28fcc98c0b93d4cfdd78d41c93b84", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.778, "provider_directional_mass": 0.1191, "relevance_score": 0.249615, "entity_mapped": true, "sentiment_conflict": 0.133, "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth", "Positive market reaction"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.119266, "evidence_share": 3.9, "evidence_share_display": "3.9", "freshness_pct": 74.4, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Net Income", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Is Rule Breaker ASML the Snap Cola King Right Now?", "summary": "Of the 3,000-plus companies we monitor in The Motley Fool's Rule Breakers Primary database, exactly one tops the list with an overall Superscore of 99. It isn't a household name \u2013 it's ASML(NASDAQ:ASML), the quiet Dutch firm that builds the machines that make the world's most advanced computer chips. It's also a textbook \u201cSnap Cola\u201d company \u2013 the concept David Gardner unpacks in Rule Breaker Investing, and one ASML is earning right now. So what is a Snap Cola, and how do you spot the next one? Let's get into it. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\"", "url": "https://www.nasdaq.com/articles/rule-breaker-asml-snap-cola-king-right-now", "source_link": "https://www.nasdaq.com/articles/rule-breaker-asml-snap-cola-king-right-now", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T15:36:03+00:00", "published_display": "11 Aug 2026 15:36", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "67876b97f9851f6ba253e3453f5a1e37c31eba3ffb8a3bda5daf495c02afb5a4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.515, "provider_directional_mass": 0.1361, "relevance_score": 0.503118, "entity_mapped": true, "sentiment_conflict": 0.308, "sentiment": "neutral", "sentiment_pct": 45, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.029443, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 47.6, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Investment Strategy", "Markets", "Semiconductors", "Stock Recommendations", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3d7fb6047dcbb1ea20a6e4cf6d255f25e598af55745cf3cb8fecbf4b4b1cfeb4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.574, "provider_directional_mass": 0.239, "relevance_score": 0.649521, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": ["Dilution risk"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.030563, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 47.2, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Secondary Offering"], "evidence_basis": "", "score_included": true}, {"title": "The Changing Dynamics Behind Micron Technology (MU)", "summary": "Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over the same period. In the first quarter, market volatility highlighted investment opportunities, leading to a swift repricing of high-quality companies. April reinforced the idea that returns are not linear, but, through disciplined investing, several high-conviction positions gained value as fundamentals improved. Despite concerns about high ", "url": "https://finance.yahoo.com/markets/stocks/articles/changing-dynamics-behind-micron-technology-130614043.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/changing-dynamics-behind-micron-technology-130614043.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:06:14+00:00", "published_display": "11 Aug 2026 13:06", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0e4a819551f498c923fc43d7459d5c52289af5f673e5eca185d0bbd954b8c39e", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.788, "provider_directional_mass": 0.237, "relevance_score": 0.45, "entity_mapped": true, "sentiment_conflict": 0.077, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Strong Demand", "Operating growth", "Positive valuation view", "Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.16324, "evidence_share": 5.4, "evidence_share_display": "5.4", "freshness_pct": 73.3, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Hedge Funds", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle \"has legs.\" Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a7b329f26019806de5ab4571dc83741dc315a7158285fca15eb5cc30987b8d6d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.586, "provider_directional_mass": 0.142, "relevance_score": 0.340164, "entity_mapped": true, "sentiment_conflict": 0.64, "sentiment": "positive", "sentiment_pct": 64, "tone_signals": ["Deteriorating financial comparison"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.049369, "evidence_share": 1.6, "evidence_share_display": "1.6", "freshness_pct": 59.5, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "10ad67b429e1069f4f3cff8d8a7a4211a3634df5fca9acb1b56831cb9f96fb76", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.748, "provider_directional_mass": 0.115, "relevance_score": 0.519615, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.063989, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 43.4, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "16df0370caffe2d9b59209f7a4452c2fa7656836b145e98d3eebcc0987301b7f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.735, "provider_directional_mass": 0.1241, "relevance_score": 0.402489, "entity_mapped": true, "sentiment_conflict": 0.092, "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129633, "evidence_share": 4.3, "evidence_share_display": "4.3", "freshness_pct": 66.8, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?", "summary": "Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia \u203a There are many ways to play the artificial intelligence (AI) boom right now, and two of the best angles are to invest in semiconductor equipment makers like ASML Holdings(NASDAQ: ASML) and Applied Materials(NASDAQ: AMAT), or by owning chip designers like Nvidia(NASDAQ: NVDA) and Broadcom(NASDAQ: AVGO). Over the past", "url": "https://www.nasdaq.com/articles/semiconductor-equipment-makers-vs-chip-designers-whos-actually-winning-ai-cycle", "source_link": "https://www.nasdaq.com/articles/semiconductor-equipment-makers-vs-chip-designers-whos-actually-winning-ai-cycle", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-10T20:50:00+00:00", "published_display": "10 Aug 2026 20:50", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "932aa95a563f3d43d6604354138cf3f1915f065e9d97e90be8e25914ad5c106d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.706, "provider_directional_mass": 0.176, "relevance_score": 0.45, "entity_mapped": true, "sentiment_conflict": 0.141, "sentiment": "positive", "sentiment_pct": 78, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.13465, "evidence_share": 4.5, "evidence_share_display": "4.5", "freshness_pct": 66.7, "age_days": 2.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Markets", "Revenue Growth", "Semiconductors", "Share Price"], "evidence_basis": "", "score_included": true}, {"title": "ASML Stock Rises 1.7% as AI Demand Signal Strengthens", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares gained roughly 1.7% Monday morning. Then came another bullish signal from one of its biggest customers. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion. AI chips cannot keep scaling without more leading-edge manufacturing capacity, and those fabs cannot easily scale without ASML's machines", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:03:47+00:00", "published_display": "10 Aug 2026 20:03", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a031370bd484c5b1f4c0ca42071bd94f5a7fe5798bd22967da899537d75503bd", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.668, "provider_directional_mass": 0.174, "relevance_score": 0.290475, "entity_mapped": true, "sentiment_conflict": 0.117, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Guidance raised"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.10009, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 66.4, "age_days": 3.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Net Income", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6eec8fd55a643a4e54a306ffd5afb511804232316af79dfda885d9e455debc2b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.78, "provider_directional_mass": 0.139, "relevance_score": 0.5625, "entity_mapped": true, "sentiment_conflict": 0.055, "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Beat expectations", "Guidance raised", "Analyst upgrade", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.159419, "evidence_share": 5.3, "evidence_share_display": "5.3", "freshness_pct": 64.7, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "edfb52a87b6689a42b2e5312821effbd3e3954b8c1c95718f94e8ae19fbd7c69", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.772, "provider_directional_mass": 0.0551, "relevance_score": 0.367425, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.13171, "evidence_share": 4.4, "evidence_share_display": "4.4", "freshness_pct": 64.0, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Situational Awareness bets $400M on chip startup Source Foundry", "summary": "Situational Awareness, the AI-focused hedge fund run by Leopold Aschenbrenner, invested $400 million earlier this week in Source Foundry, a private startup aiming to upend how chips are manufactured, according to The Wall Street Journal. The investment brings Situational Awareness's total stake in Source Foundry to $500 million. Source Foundry was founded by Stanford University researchers Abdulmalik Obaid and Joe Burg. The startup has raised at least several hundred million dollars to date and was valued at $5 billion in a recent fundraising round, according to the Journal. Sequoia Capital pr", "url": "https://finance.yahoo.com/technology/ai/articles/situational-awareness-bets-400m-chip-130220333.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/situational-awareness-bets-400m-chip-130220333.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:02:20+00:00", "published_display": "10 Aug 2026 13:02", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "637dd1dae3024df7c447d174abfac616b7023bd49ed0244b2316bb18a5f4048f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.566, "provider_directional_mass": 0.0809, "relevance_score": 0.9, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 40, "tone_signals": ["Margin pressure"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.098955, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 72.5, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["AI", "Hedge Funds", "Semiconductors", "Technology", "Venture Capital"], "evidence_basis": "", "score_included": true}, {"title": "Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler", "summary": "Brown Advisory, an investment management company, released its \"Brown Advisory Global Leaders Strategy\" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings i", "url": "https://finance.yahoo.com/technology/ai/articles/why-asml-holding-asml-could-125520444.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/why-asml-holding-asml-could-125520444.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:55:20+00:00", "published_display": "10 Aug 2026 12:55", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3f6831294b5137c5c4da326230a6e65213f837af6e250a44b62dacc91d54eac4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.652, "provider_directional_mass": 0.1341, "relevance_score": 0.318195, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 73, "tone_signals": ["Operating growth", "Positive valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.085506, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 63.7, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Hedge Funds", "Revenue Growth", "Semiconductors", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "TSMC July 2026 revenue jumps 44.7% on AI chip demand", "summary": "Taiwan Semiconductor Manufacturing Co. disclosed July revenue of NT$467.58 billion ($14.5 billion), up 44.7% year on year, reflecting an accelerating appetite for chips used in artificial intelligence applications. The result puts TSMC ahead of its own full-year guidance. The company said it expects 2026 revenue to grow by slightly above 40% in U.S. dollar terms, a target it raised after its second-quarter earnings last month. TSMC also raised its capital expenditure projection to between $60 billion and $64 billion for the year. During the second-quarter earnings report, TSMC Chairman C.C. We", "url": "https://finance.yahoo.com/technology/ai/articles/tsmc-july-2026-revenue-jumps-110802277.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/tsmc-july-2026-revenue-jumps-110802277.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:08:02+00:00", "published_display": "10 Aug 2026 11:08", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "46e5ca57841c85691a7c8fe0d4c515856599aa35272255afe1c76eacc5c10ecb", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.71, "provider_directional_mass": 0.085, "relevance_score": 0.318195, "entity_mapped": true, "sentiment_conflict": 0.13, "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129106, "evidence_share": 4.3, "evidence_share_display": "4.3", "freshness_pct": 71.9, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Semiconductors", "Tech", "Total Revenue"], "evidence_basis": "", "score_included": true}, {"title": "European stocks little changed as investors weigh inflation and Hormuz risks", "summary": "[Global Business Strategy on Digital Display] London (UKX [https://seekingalpha.com/symbol/UKX]) -0.11%, The British pound traded around $1.349, remaining close to its highest level since July 15. Germany (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) +0.10%. France (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0.00%. Industrial production in Austria was unchanged in June. Norway\u2019s annual inflation rate rose to 3% in July. Total orders received by Sweden jumped 29.9% Y/Y in June. Denmark\u2019s seasonally adjusted trade surplus widened to DKK 28.7B in June. The annual inflation rate in ", "url": "https://seekingalpha.com/news/4629715-european-stocks-little-changed-as-investors-weigh-inflation-and-hormuz-risks?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4629715-european-stocks-little-changed-as-investors-weigh-inflation-and-hormuz-risks?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-10T08:06:04+00:00", "published_display": "10 Aug 2026 08:06", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "3c7518517fdd2feb3bf3fe75aa9b1eb2360e138f1d0cb0d3b6f0dfab3153b73f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.42, "provider_directional_mass": 0.084, "relevance_score": 0.176508, "entity_mapped": true, "sentiment_conflict": 0.65, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Negative financial language"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.009834, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 30.2, "age_days": 3.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["Inflation", "Luxury", "Rates", "Tech", "Treasuries"], "evidence_basis": "", "score_included": true}, {"title": "Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report", "summary": "Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip maker by market value, about potentially supplying components for some devices sold in China, the Wall Street Journal reported on Sunday, citing people familiar with the matter. The move comes as AI data centers drive surging demand for memory chips, putting pr", "url": "https://finance.yahoo.com/technology/ai/articles/apple-tests-chinas-cxmt-memory-071536599.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/apple-tests-chinas-cxmt-memory-071536599.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T07:15:36+00:00", "published_display": "10 Aug 2026 07:15", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6535b2b97c9c80a2e7b34628c48dad87ec8e8766527badd26aba4b6a4d91d71b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.555, "provider_directional_mass": 0.117, "relevance_score": 0.367425, "entity_mapped": true, "sentiment_conflict": 0.595, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Legal or regulatory risk"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.016774, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 29.9, "age_days": 3.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Memory Chips", "Semiconductors", "Supply Chain", "US China Relations"], "evidence_basis": "", "score_included": true}, {"title": "Is ASML Holding (NasdaqGS:ASML) Trading At A Premium Or Fair Value?", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. ASML Holding stock has delivered strong returns over recent years, yet the current valuation screens as expensive on standard checks, which raises questions about how much of the story is already reflected in the share price. Over the past 3 years ASML Holding has returned 168.7%, which puts recent weakness into context and shows how much the stock has already rewarded long term holders. Expectations around ASML Holding's ability to sustain profitable growth in semiconductor ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-nasdaqgs-asml-trading-170934851.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-nasdaqgs-asml-trading-170934851.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T17:09:34+00:00", "published_display": "09 Aug 2026 17:09", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "2647a0a2c2a3134185a9ec596a3da5f7270e8314f4b1fd488bd2a3d2f71ccdff", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.564, "provider_directional_mass": 0.1151, "relevance_score": 0.299997, "entity_mapped": true, "sentiment_conflict": 0.426, "sentiment": "positive", "sentiment_pct": 62, "tone_signals": ["Negative valuation view"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.052244, "evidence_share": 1.7, "evidence_share_display": "1.7", "freshness_pct": 56.8, "age_days": 4.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Semiconductors", "Share Price", "Valuation"], "evidence_basis": "", "score_included": true}, {"title": "European stocks draw investors as earnings and growth strengthen", "summary": "Investing.com -- European equities are attracting increased interest from global investors as stronger earnings, improving economic data and broader market participation support expectations that the rally could continue, Bloomberg reported. The Stoxx Europe 600 Index rose during every session last week, its longest winning streak since June. The benchmark has gained 11% in 2026, while Germany's DAX, France's CAC 40 and Italy's FTSE MIB have reached record highs. European corporate earnings increased 17%, the strongest growth in four years, while regional economic momentum reached its highest ", "url": "https://finance.yahoo.com/markets/world-indices/articles/european-stocks-draw-investors-earnings-102830581.html", "source_link": "https://finance.yahoo.com/markets/world-indices/articles/european-stocks-draw-investors-earnings-102830581.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:28:30+00:00", "published_display": "09 Aug 2026 10:28", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "b0f4bd62069d5efeecd37260b0823683e9671808402187b9a55dfeb635b0d4d7", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.786, "provider_directional_mass": 0.215, "relevance_score": 0.299997, "entity_mapped": true, "sentiment_conflict": 0.16, "sentiment": "positive", "sentiment_pct": 81, "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.100203, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 54.7, "age_days": 4.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "European Equities", "Inflation", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Draws Fresh Attention After $400 Million Bet On Lithography Rival", "summary": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ASML Holding (ENXTAM:ASML) faces a new challenger as chipmaking startup Source Foundry secures substantial funding to develop lithography equipment for advanced semiconductors. The well financed entrant is targeting bottlenecks in AI chip production, directly addressing a core area of ASML's current business focus. Investors are weighing how fresh capital and technical ambitions at Source Foundry could influence competition in high end lithography tools ov", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-draws-181008839.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-draws-181008839.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T18:10:08+00:00", "published_display": "08 Aug 2026 18:10", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "020016df16b48debaad297cf396b4c55315af8a9517af6e42f383983f961edee", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.477, "provider_directional_mass": 0.1121, "relevance_score": 0.795492, "entity_mapped": true, "sentiment_conflict": 0.444, "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.010531, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 17.5, "age_days": 5.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Competition", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Nucor, ASML Lead Five Stocks Near Buy Points Without This Big Risk", "summary": "Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror. 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September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) rose +1.17%. Stock indices settled higher on Friday amid strength in corporate earnings results and reduced Fed rate hike fears. 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The answer says more about the market's mood than about the business \u2014 but it also means this print carries unusual weight. Applied Materials reports fiscal third-quarter results after the closing bell on Thursday, and our proprietary model points to yet another beat. 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