http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 20 Jul 2026 10:21:41 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Chip+giant+ASML+to+offer+%E2%82%AC20%2C000+bonus+to+retain+staff+through+2030/26788266.html <p>Investing.com -- ASML Holding NV, the world's largest manufacturer of chip-making equipment, plans to provide employees with a €20,000 ($22,838) bonus to encourage them to stay with the company from 2027 through 2030.</p><p>The Dutch company confirmed the retention plan on Monday after the news was first published in Eindhovens Dagblad.</p><p>ASML stated that details of the conditional stock grant, set to begin on January 1, 2027, are still under development. The company said the grant would be available to "all eligible employees."</p><p>The retention bonus represents ASML's response to a broader industry challenge. Other major semiconductor companies, including Samsung Electronics, Taiwan Semiconductor http://www.streetinsider.com/Investing/Chip+giant+ASML+to+offer+%E2%82%AC20%2C000+bonus+to+retain+staff+through+2030/26788266.html Mon, 20 Jul 2026 10:21:41 -0400 ASML http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Citi analyst Andrew Gardiner raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,200.00 (from EUR1,675.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Fri, 17 Jul 2026 01:34:02 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Citi analyst Andrew Gardiner raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,200.00 (from EUR1,675.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Fri, 17 Jul 2026 01:34:02 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Citi analyst Andrew Gardiner raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,200.00 (from EUR1,675.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Fri, 17 Jul 2026 01:34:02 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Citi analyst Andrew Gardiner raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,200.00 (from EUR1,675.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C200+at+Citi/26781066.html Fri, 17 Jul 2026 01:34:02 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C100+at+RBC+Capital/26776501.html (Updated - July 16, 2026 9:21 AM EDT) <p>RBC Capital analyst Srini Pajjuri raised the price target on ASML Inc. (NASDAQ: ASML) to $2,100.00 (from $2,000.00) while maintaining an Outperform rating.</p><p>The analyst commented: "Unit demand strong; ASML's results and outlook were above our recent expectations. Management now sees ~65/85 low-NA units for 2026/27 vs at least 60/80 previously, and is investigating another 30% capacity expansion for 2028. While the 2027 number may have fallen short of more bullish investor expectation for 90 units, we believe there is still room for upside. In addition, mix is set to improve next year and http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C100+at+RBC+Capital/26776501.html Thu, 16 Jul 2026 09:21:44 -0400 ASML http://www.streetinsider.com/Analyst+Comments/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C100+at+RBC+Capital/26776501.html (Updated - July 16, 2026 9:21 AM EDT) <p>RBC Capital analyst Srini Pajjuri raised the price target on ASML Inc. (NASDAQ: ASML) to $2,100.00 (from $2,000.00) while maintaining an Outperform rating.</p><p>The analyst commented: "Unit demand strong; ASML's results and outlook were above our recent expectations. Management now sees ~65/85 low-NA units for 2026/27 vs at least 60/80 previously, and is investigating another 30% capacity expansion for 2028. While the 2027 number may have fallen short of more bullish investor expectation for 90 units, we believe there is still room for upside. In addition, mix is set to improve next year and http://www.streetinsider.com/Analyst+Comments/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C100+at+RBC+Capital/26776501.html Thu, 16 Jul 2026 09:21:44 -0400 ASML http://www.streetinsider.com/General+News/Bernstein+sets+Street-high+ASML+target+as+capacity%2C+pricing+and+margins+all+beat/26777517.html <p>Investing.com -- Bernstein raised its price target on ASML Holding NV to €2,500 from €2,300 in a note Thursday, describing the company's second-quarter 2026 results as "triple happiness" following a beat and raise across the top line, capacity and margins.</p><p>Analyst David Dai maintained an Outperform rating on the stock, identifying three major upside drivers. </p><p dir="ltr">First, ASML plans to boost Low NA EUV and ArFi capacity by 30% each year for 2027 and 2028, with DUV capacity of 220 in 2028 coming in above expectations. </p><p dir="ltr">Second, Bernstein sees pricing upside, estimating ASML's EUV average selling price will rise 10% http://www.streetinsider.com/General+News/Bernstein+sets+Street-high+ASML+target+as+capacity%2C+pricing+and+margins+all+beat/26777517.html Thu, 16 Jul 2026 09:03:39 -0400 ASML http://www.streetinsider.com/Investing/Bernstein+sets+Street-high+ASML+target+as+capacity%2C+pricing+and+margins+all+beat/26777517.html <p>Investing.com -- Bernstein raised its price target on ASML Holding NV to €2,500 from €2,300 in a note Thursday, describing the company's second-quarter 2026 results as "triple happiness" following a beat and raise across the top line, capacity and margins.</p><p>Analyst David Dai maintained an Outperform rating on the stock, identifying three major upside drivers. </p><p dir="ltr">First, ASML plans to boost Low NA EUV and ArFi capacity by 30% each year for 2027 and 2028, with DUV capacity of 220 in 2028 coming in above expectations. </p><p dir="ltr">Second, Bernstein sees pricing upside, estimating ASML's EUV average selling price will rise 10% http://www.streetinsider.com/Investing/Bernstein+sets+Street-high+ASML+target+as+capacity%2C+pricing+and+margins+all+beat/26777517.html Thu, 16 Jul 2026 09:03:39 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C400+at+JPMorgan/26777190.html JPMorgan analyst Sandeep Deshpande raised the price target on ASML Inc. (NASDAQ: ASML) to $2,400.00 (from $2,200.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C400+at+JPMorgan/26777190.html Thu, 16 Jul 2026 08:38:25 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C500+at+Wells+Fargo/26776384.html Wells Fargo analyst Joseph Quatrochi raised the price target on ASML Inc. (NASDAQ: ASML) to $2,500.00 (from $2,200.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C500+at+Wells+Fargo/26776384.html Thu, 16 Jul 2026 06:57:26 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C250+at+UBS/26776145.html UBS analyst Francois-Xavier Bouvignies raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,250.00 (from EUR2,100.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C250+at+UBS/26776145.html Thu, 16 Jul 2026 06:21:41 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C250+at+UBS/26776145.html UBS analyst Francois-Xavier Bouvignies raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,250.00 (from EUR2,100.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR2%2C250+at+UBS/26776145.html Thu, 16 Jul 2026 06:21:41 -0400 ASML