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) Thu, 08 Jan 2026 06:00:00 -0500 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/Hot+List/These+are+the+best+3+EU+chip+stocks+to+own+in+2026%3A+BofA/25822324.html <p>BofA Research has identified three European chip stocks it considers the strongest holdings for 2026, pointing to sustained demand from artificial intelligence infrastructure, memory manufacturing and power semiconductors as the main drivers.</p><p>ASML Holding stands out as the brokerage’s top overall pick for 2026, reflecting its central role in advanced semiconductor manufacturing. </p><p>BofA said demand for ASML’s lithography systems is being reinforced by accelerating capital spending on memory, particularly DRAM and high-bandwidth memory used in AI servers. </p><p>The brokerage noted that EUV layer counts in DRAM production have risen from four layers at the 1b node to seven layers at the http://www.streetinsider.com/Hot+List/These+are+the+best+3+EU+chip+stocks+to+own+in+2026%3A+BofA/25822324.html Thu, 08 Jan 2026 06:00:00 -0500 ASMLF http://www.streetinsider.com/Hot+List+Pro/These+are+the+best+3+EU+chip+stocks+to+own+in+2026%3A+BofA/25822324.html <p>BofA Research has identified three European chip stocks it considers the strongest holdings for 2026, pointing to sustained demand from artificial intelligence infrastructure, memory manufacturing and power semiconductors as the main drivers.</p><p>ASML Holding stands out as the brokerage’s top overall pick for 2026, reflecting its central role in advanced semiconductor manufacturing. </p><p>BofA said demand for ASML’s lithography systems is being reinforced by accelerating capital spending on memory, particularly DRAM and high-bandwidth memory used in AI servers. </p><p>The brokerage noted that EUV layer counts in DRAM production have risen from four layers at the 1b node to seven layers at the http://www.streetinsider.com/Hot+List+Pro/These+are+the+best+3+EU+chip+stocks+to+own+in+2026%3A+BofA/25822324.html Thu, 08 Jan 2026 06:00:00 -0500 ASMLF 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 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 -0500 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/Mizuho+lifts+ASML+to+Buy%2C+sees+EUV+demand+strength/25390873.html <p>Investing.com -- Mizuho upgraded ASML to Buy in a note Monday, citing stronger-than-expected demand for EUV from key chipmakers and raising its price objective to €930 from €650.</p><p dir="ltr">The analysts said they forecast ASML’s earnings per share to grow “6% YoY in 2026 and 21% YoY in 2027,” supported by robust wafer fab equipment (WFE) spending.</p><p dir="ltr">Growth drivers include “strong WFE spending from TSMC, rising DRAM WFE spending, stabilized WFE spending from Intel, and decent China WFE spending outlook,” according to Mizuho.</p><p dir="ltr">Samsung is expected to provide a major boost. Mizuho wrote that it foresees “EUV demand increase from Samsung http://www.streetinsider.com/Investing/Mizuho+lifts+ASML+to+Buy%2C+sees+EUV+demand+strength/25390873.html Mon, 29 Sep 2025 13:25:47 -0500 AAPL AAPLCL AAPLE ASME ASML ASMLF ASMLN ASMN IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SMSNN TSM TSMN http://www.streetinsider.com/Investing/Mizuho+lifts+ASML+to+Buy%2C+sees+EUV+demand+strength/25390873.html <p>Investing.com -- Mizuho upgraded ASML to Buy in a note Monday, citing stronger-than-expected demand for EUV from key chipmakers and raising its price objective to €930 from €650.</p><p dir="ltr">The analysts said they forecast ASML’s earnings per share to grow “6% YoY in 2026 and 21% YoY in 2027,” supported by robust wafer fab equipment (WFE) spending.</p><p dir="ltr">Growth drivers include “strong WFE spending from TSMC, rising DRAM WFE spending, stabilized WFE spending from Intel, and decent China WFE spending outlook,” according to Mizuho.</p><p dir="ltr">Samsung is expected to provide a major boost. Mizuho wrote that it foresees “EUV demand increase from Samsung http://www.streetinsider.com/Investing/Mizuho+lifts+ASML+to+Buy%2C+sees+EUV+demand+strength/25390873.html Mon, 29 Sep 2025 13:25:47 -0500 AAPL AAPLCL AAPLE ASME ASML ASMLF ASMLN ASMN IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SMSNN TSM TSMN http://www.streetinsider.com/Investing/Mizuho+lifts+ASML+to+Buy%2C+sees+EUV+demand+strength/25390873.html <p>Investing.com -- Mizuho upgraded ASML to Buy in a note Monday, citing stronger-than-expected demand for EUV from key chipmakers and raising its price objective to €930 from €650.</p><p dir="ltr">The analysts said they forecast ASML’s earnings per share to grow “6% YoY in 2026 and 21% YoY in 2027,” supported by robust wafer fab equipment (WFE) spending.</p><p dir="ltr">Growth drivers include “strong WFE spending from TSMC, rising DRAM WFE spending, stabilized WFE spending from Intel, and decent China WFE spending outlook,” according to Mizuho.</p><p dir="ltr">Samsung is expected to provide a major boost. Mizuho wrote that it foresees “EUV demand increase from Samsung http://www.streetinsider.com/Investing/Mizuho+lifts+ASML+to+Buy%2C+sees+EUV+demand+strength/25390873.html Mon, 29 Sep 2025 13:25:47 -0500 AAPL AAPLCL AAPLE ASME ASML ASMLF ASMLN ASMN IINTC INTC INTCCL INTLP NNVDA NVDA NVDL NVDS SMSNN TSM TSMN