ASML Holding NV
Dan Ives loves these 4 European tech companies. Analysts expect those stocks to rise
Key Points Dan Ives shared four European tech companies he’s bullish on, despite investors’ “frustration” at the region’s tech sector. He picks German software giant SAP, chip equipment supplier ASML, music streaming platform Spotify, and buy now pay later company Klarna. “It’s a gut check moment for European tech,” Ives said. Dan Ives said that, […]
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Bank of America says ASML is its top semiconductor stock pick heading into 2026
Bank of America sees further gains ahead for shares of ASML . Analyst Didier Scemama reiterated the semiconductor equipment supplier at a buy rating and listed it as his top pick within the semiconductor space, as well as one of his top picks for 2026. He also hiked his price objective to $1,331 from $1,134, […]
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French AI lab Mistral releases new AI models as it looks to keep pace with OpenAI and Google
Artificial intelligence startup Mistral released a new suite of models Tuesday as it looks to keep pace with leading AI labs Google, OpenAI and DeepSeek. The French company’s announcement follows on from model releases from the likes of DeepSeek and Google in recent weeks, as AI labs across the globe scramble to remain at the […]
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Trump administration to inject up to $150 million into chip laser startup xLight
The Trump administration has agreed to take a stake in xLight – a startup seeking to develop free-electron lasers as key to making faster computing chips. Avalon_studio | E+ | Getty Images The Trump administration has agreed to take a stake in xLight – a startup seeking to develop free-electron lasers viewed as key to making faster computing chips. The U.S. Department […]
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European markets edge lower as choppy month draws to an end; Delivery Hero gains over 7%
LONDON — European stocks edged below the flatline on Friday as investors digest the end of a choppy month. The pan-European Stoxx 600 initially saw a positive start to the session but quickly moved lower, with major bourses and sectors mixed at 8:50 a.m. in London (3:50 a.m. ET). November has been a volatile month […]
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European stock sell-off reignites as global volatility drags on; regional tech stocks hit 2-month low
City workers in the La Defense business district of Paris, France, on Thursday, Oct. 9, 2025. Nathan Laine | Bloomberg | Getty Images LONDON — European markets resumed their sell-off on Friday, as U.S. tech stock volatility spills over the Atlantic once again. By 10:48 a.m. in London (5:48 a.m. ET), the pan-European Stoxx 600 […]
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This stock dominates one critical corner of the AI supply chain. Goldman Sachs sees further gains to come
ASML ‘s monopoly over one critical part of the artificial intelligence supply chain could see it more than double its own 2030 revenue expectations, according to Goldman Sachs. Demand for extreme ultraviolet radiation, or EUV, which is a niche but critical part of AI infrastructure, is set to intensify as the AI race continues at pace. EUV is like a powerful laser printer that etches minuscule designs onto […]
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‘Nvidia is the Hermès’ of the chip industry, says Baillie Gifford, while doubling down on TSMC and ASML
For Jensen Huang, the CEO of Nvidia, and his management team, “it’s about winning in the trenches,” according to Mark Urquhart, a partner at investment management firm Baillie Gifford. Urquhart, who has tracked the chip market for nearly 30 years, leads the firm’s Long Term Global Growth team, which typically holds companies for exceptionally long […]
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Bet on Europe’s ‘GOTCHA’ stocks for global returns in 2026, UBS says
Investors looking for global diversification opportunities should look to a specific subset of stocks in Europe, according to UBS strategists. In a note on Tuesday, strategists at the Swiss investment bank labeled 2026 the start of “Europe’s next era,” and outlined trades that could help investors capitalize on changing tides in the region. “After three […]
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China’s key weapons in its AI battle with the U.S. — massive Huawei chip clusters and cheap energy
China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images It’s well known that Chinese semiconductors designed for artificial intelligence cannot compete with the American firm Nvidia. Yet, China has managed to continue developing highly advanced AI models, with many being run on homegrown chips. China’s secret? […]
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