ASML Holdings (ASML) call put ratio 1 call to 1.7 puts into quarter results
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This is the best Semi Cap Equipment stock to buy into Q2 results: Wolfe
July 13, 2026 12:00 PM EDTWolfe Research raised its wafer fabrication equipment forecast and identified its top pick heading into second-quarter semiconductor capital equipment earnings, while flagging limited near-term catalysts despite a strong longer-term outlook.
In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth.... More
