http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 21 Oct 2026 10:35:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Press+Releases/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html <p>Toronto, Ontario--(Newsfile Corp. - October 21, 2026) - Michael Kovacs, Chief Executive Officer, Harvest ETFs ("Harvest" or the "Company") and their team, joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of the Company's new Harvest All-In-One High Income Shares ETF and four new Single Stock High Income Shares ETFs:</p><ul><li>Harvest All-In-One High Income Shares ETF (TSX: HONE)</li><li>Harvest ASML Enhanced High Income Shares ETF (TSX: ASME)</li><li>Harvest Berkshire Hathaway Enhanced High Income Shares ETF (TSX: BRKE)</li><li>Harvest Intel Enhanced High Income Shares ETF (TSX: INTE)</li><li>Harvest Micron Enhanced High Income Shares ETF (TSX: http://www.streetinsider.com/Newsfile/Harvest+ETFs+Opens+the+Market/27214768.html Wed, 21 Oct 2026 10:35:00 -0400 ASME BRKE HONE INTE MUHE http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY