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FORGOTTEN HISTORY: 5 - The Untold Story

US Chip Stocks Tumble As Trade Tensions With China Heat Up

Semiconductor equities faced sharp selling pressure on Friday, with shares of Nvidia Corporation (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology, Inc. (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Arm Holdings plc (NASDAQ:ARM), and Micron Technology, Inc. (NASDAQ:MU) all trading lower amid intensifying geopolitical friction between Washington and Beijing.

Benzinga

ASML Q3 Earnings Beat On Strong EUV Demand, AI Boosts Growth

ASML (NASDAQ:ASML) reported third-quarter 2025 results showing slightly lower revenue but stronger-than-expected earnings, driven by robust demand for its Extreme Ultraviolet (EUV) lithography systems.

Benzinga

What Is Going On With Nvidia, Broadcom Stocks On Thursday?

Artificial intelligence (AI) chip players Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) gained on Thursday in tandem with the AI frenzy, with contract chipmaker Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) upbeat quarterly earnings being the latest to reinforce investor optimism over the sector.

Benzinga

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ASML Can Hit New Highs, But It Won’t Be Easy: Here’s Why

ASML is on track to reach record high stock prices, but the move won't come easily as institutional interest is tepid and headwinds remain.

MarketBeat

ASML is prepared for China's rare-earth export controls — finance head says company has stock thanks to long lead times

ASML's finance head, Roger Dassen, said the company has sufficient rare-earth reserves to keep production running despite China's new export-control regime that kicks in on December 1 and can halt shipments of rare earth materials across the world.

Tom’s Hardware

Nvidia, Marvell, Broadcom Bounce Back After ASML Earnings Boost Investor Confidence

Artificial intelligence chipmakers Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI) rebounded on Wednesday following a brief profit-taking selloff.

Benzinga

Gold hits fresh record, European stock markets rise after Fed comments

The Federal Reserve chair's tentative support for more rate cuts gave a boost to markets on both sides of the Atlantic, despite trade tensions between Washington and Beijing.

Euronews

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ASML gains on earnings beat, but warns of China sales decline

ASML shares rose on strong third-quarter results and an upbeat outlook, driven by demand for AI and chipmaking tools, despite concerns over future China sales.

Euronews

ASML Q3 Bookings Beat Expectations At $6.3 Billion As AI Demand, EUV Adoption Drive Strong 2025 Outlook

On Wednesday, Dutch semiconductor firm ASML Holding NV (NASDAQ:ASML) reported stronger-than-expected third-quarter bookings.

Benzinga

Dutch Tech Giant ASML Posts Stable Profits, Warns On China Sales

Dutch tech giant ASML warned Wednesday of a steep fall in its China business next year, as it booked flat net profits in the third quarter of 2025 compared with the same quarter last year.

International Business Times

Retail Investors' Top Stocks With Earnings This Week: Fastenal, ASML, TSMC And More

Retail investors are preparing for the kick-off of the third-quarter earnings season, with big banks and other top stocks reporting this week.

Benzinga

Trade Tensions, Market Volatility and Other Key Things to Watch this Week

Markets enter a critical week following Friday's dramatic selloff triggered by President Trump's threat of "massive tariffs" against China over tighter rare-earth export rules.

Barchart

ASML Taps Insider Marco Pieters To Lead Technology In AI Era

ASML Holding (NASDAQ:ASML), the Dutch giant supplying critical equipment to the global semiconductor industry, has announced key leadership changes, naming Marco Pieters as Chief Technology Officer (CTO), effective immediately. Pieters, a company veteran, most recently served as Executive Vice President for the company’s Applications product area.

Benzinga

ASML Stock Falls As US Lawmakers Scrutinize China Dealings

ASML Holding (NASDAQ:ASML) shares dropped on Wednesday after U.S. lawmakers accused the Dutch chip equipment giant of helping advance China's semiconductor capabilities.

Benzinga

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Benzinga

China Dodges US Export Controls, Buys $38 Billion In Chipmaking Equipment, Congress Report Says

China bought about $38 billion worth of sophisticated chimaking equipment from the U.S. and its allies last year due to gaps in efforts to curb manufacturing, a bipartisan report by U.S. lawmakers has found.

Benzinga

ASML Ends Ties With Former France FM Bruno Le Maire, Stock Hits 52-Week High

ASML Holding (NASDAQ:ASML) confirmed that France's former finance minister Bruno Le Maire is no longer serving as an advisor to its executive board, the Dutch semiconductor equipment giant told Reuters on Monday.

MarketBeat

ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play

ASML stock hit a 52-week high after a 26% rally, boosted by 23% revenue growth, falling short interest, and bullish analyst upgrades tied to AI demand.

PC Gamer

'Much of the value creation in the semiconductor industry is occurring outside the EU' says EU member states, and they want a fresh plan to claw some chips back

It'll take some serious cash or pressure to bring semiconductor production back to Europe, as the US is currently finding out.

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Tom’s Hardware

Russia outlines EUV litho chipmaking tool roadmap through 2037 — country eyes replacing DUV with EUV

The Russian Academy of Sciences has unveiled a 2026–2037 roadmap for domestic 11.2 nm EUV lithography tools that reject ASML's architecture in favor of xenon plasma, Ru/Be mirrors, and solid-state lasers, aiming for simplified, tin-free, cost-effective alternatives.

Benzinga

Nvidia Supplier ASML Soars In Quality Rankings As BofA Sees It Winning Big From $5 Billion Intel-Nvidia Deal

ASML Holding NV (NASDAQ:ASML) has made a significant leap in its quality ranking, moving decisively within the top echelon of global stocks, as highlighted by the most recent quality percentile data.

PC Gamer

If claims about TMSC's prices for its next-gen process node are even only half right, then the best CPUs and graphics cards are going to become a lot more expensive

Apparently, the cost for an N2 wafer will be more than 50% greater than an N3 one.

Barchart

Should You Buy This Little-Known Chip Stock at 52-Week Highs?

ASML is gaining attention for its long-term growth and role in advanced chip technology.

Benzinga

Alibaba And SMIC Power Beijing's Bid To End Reliance On Nvidia And ASML

Alibaba Group Holding Ltd. (NYSE:BABA) shares advanced in premarket trading Wednesday after reports that the company secured China Unicom as a major client for its artificial intelligence chips.

TechRadar

ASML invests $1.5 billion in OpenAI’s European rival Mistral AI to accelerate future chip design

ASML takes 11% stake in Mistral AI through €1.3 billion funding round to integrate advanced AI into its chip equipment design and operations.

Barchart

ASML Is Betting Big on AI Giant Mistral. Does That Make ASML Stock a Buy, Sell, or Hold Here?

ASML has taken a significant stake in AI leader Mistral AI, integrating advanced AI across its technology and operations.

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