Broadcom–Meta AI Deal Signals Shift To 'Contracted' Chip Growth—What It Means For ETFs

The era of the “wild west” semiconductor cycle might be coming to a close, replaced by a more buttoned-down, predictable corporate landscape. What is causing this change?

Benzinga Bulls And Bears: Oracle, Oklo, Gevo — And Markets Close At Record Highs

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Not Only SPY – These 5 Country ETFs Hit Record Highs This Week

SPY isn't the only one. Five country ETFs — EIS, EWT, EFNL, EPOL, EWN — hit all-time highs this week alongside the S&P 500 on Trump's Iran ceasefire trade.

ASML Beats Q1 Expectations, Sets Sights On 2027 Growth Despite Q2 Dip

ASML reported strong Q1 results, raised guidance for 2026. Analyst maintains Outperform rating and raises price target.

Why Is Micron Technology Stock Sinking Thursday?

Micron Technology stock drops Thursday as ASML earnings impact the chip sector and traders book profits after record highs.

RBC Capital Maintains Outperform on ASML Holding, Raises Price Target to $1700

RBC Capital analyst Srini Pajjuri maintains ASML Holding (NASDAQ:ASML) with a Outperform and raises the price target from $1625 to $1700.

Stock Market Today: Futures Climb After Record Day For S&P 500, Nasdaq On Growing Hopes Of Iran Deal— Allbirds, TSMC, PepsiCo In Focus (UPDATED)

(Editor’s note: The future prices of benchmark tracking ETFs, the economic data and the headline were updated in the story.)

Avoid The Classic Investor Mistake As Trump Says Iran War Is 'Close to Over'

Ahead Of The Curve

32% TSMC Spending Surge: Massive AI Wave Heading Straight For ASML

Tech expert Ben Barringer reveals why ASML (ASML) investors are shifting focus to a massive 2027 breakout, fueled by TSMC's 32% spending hike and "inelastic" AI demand.

Advanced Chip Equipment Maker ASML Says It Can 'Accommodate' Export Controls

ASML stock drops 3.4% premarket despite Q1 earnings beat. Management remains bullish on AI while navigating global export control hurdles.

ASML Rides Silicon Wave After Blockbuster Q1 As Stock Extends 41% YTD Rally And Momentum Score Surges

ASML stock momentum surges amid a 41% YTD rally. Discover how AI infrastructure demand and robust Q1 2026 sales fuel the semiconductor giant.

Earnings Scheduled For April 15, 2026

Stock Market Today: S&P 500, Nasdaq Futures Gain As Trump Fuels De-Escalation Hopes—ASML Holding, Gitlab, Broadcom In Focus

U.S. stocks fluctuated on Wednesday, following Tuesday’s rally. Futures of the major benchmark indices were mixed.

Will S&P 500 Open Up Or Down On Wednesday? Potential Iran Deal Talks And Bank Earnings On Deck

The S&P 500 climbed 1.18% on Tuesday to close at 6,967.38, extending its recent rally as easing oil prices and renewed hopes of a U.S.-Iran deal lifted sentiment.

Bank of America, Morgan Stanley And 3 Stocks To Watch Heading Into Wednesday

U.S. stock futures mixed, focus on BAC, ASML, MS earnings. WULF reports preliminary results and PNC expected to release earnings.

ASML Guides Q2 2026 Net Sales At €8.4B-€9.0B, Raises Full-Year Revenue Outlook To €36B-€40B Amid Robust Chip Demand

"We expect second-quarter 2026 total net sales between €8.4 billion and €9.0 billion, with a gross margin between 51% and 52%. We expect R&D costs of around €1.2 billion and SG&A costs of around €0.3 billion.

ASML Holding Q1 EPS $8.37 Beats $7.72 Estimate, Sales $10.260B Beat $10.210B Estimate

ASML Holding (NASDAQ:ASML) reported quarterly earnings of $8.37 per share which beat the analyst consensus estimate of $7.72 by 8.42 percent. This is a 32.65 percent increase over earnings of $6.31 per share from the

Here's How Much You Would Have Made Owning ASML Holding Stock In The Last 10 Years

Taiwan Semiconductor Insulated From Short-Term Helium Supply Shock: Analyst

A helium supply crunch in the Middle East poses risks to chipmaking. Discover why Taiwan Semiconductor (TSM) remains buffered for now. Read.

AI Arms Race Triggers $143 Billion Explosion In Chip Gear Spending

Chip-making tool sales hit $143B in 2025 as AI demand surges. Learn why stocks like ASML and AMAT are set for a strong 2026 growth cycle.

ASML, JPMorgan And More Stocks With Earnings This Week

The Q1 earnings season gets underway this week with reports from major banks, including Goldman Sachs and JPMorgan and tech company ASML.

Earnings Volatility Watch: This Stock Could Move 30% In A Single Day This Week

Options markets are pricing post-earnings swings of up to 30% on stocks with market caps above $10 billion reporting this week, including ASML, Netflix, Taiwan Semi and Wipro.

SK Hynix Steps Up Hiring To Weaponize AI Memory Crunch

SK Hynix boosts hiring and capacity to ride AI memory boom as shortages lift prices and drive strong demand across data centers.

Netflix, ASML, CRH And A Financial Stock: CNBC's 'Final Trades'

Joshua Brown of Ritholtz Wealth Management chose Netflix as his final trade on CNBC's Halftime Report. Jim Lebenthal picked CRH plc, Malcolm Ethridge recommended ASML Holding, and Jenny Van Leeuwen Harrington named The Charles Schwab Corporation as her final trade.

AI Can Code, But It Can't Bet: Why Top Models Are Going Broke On Sports Markets

New research shows frontier AI models can't beat a football betting market, with implications for Citrini scenario odds on Kalshi and AI bubble contracts on Polymarket.

CNBC Halftime Report Final Trades: Netflix, ASML Holding, Charles Schwab, CRH PLC

What's Going On With Advanced Micro Devices Stock Tuesday?

Advanced Micro Devices slides with broader tech weakness; Citi flags tactical upside as AI CPU demand strengthens.

ASML Caught In Crossfire As US-China Chip War Escalates

ASML shares drop 1.2% following U.S. proposals to limit China's access to DUV lithography tools. Read the latest analyst insights here.

S&P 500, Dollar Are Overpriced — But Peter Schiff Warns Of A Bigger Mistake For U.S. Investors

Peter Schiff warns investors are fooled by a "nominal mirage," urging a shift from cash to gold and foreign stocks as the dollar's real value erodes.

How US Export Curbs Are Fueling China's Chip Boom

Nvidia curbs are "rocket fuel" for China's chip industry. See how local firms like Huawei are filling the AI compute gap to drive growth.

10 Information Technology Stocks With Whale Alerts In Today's Session

8 Information Technology Stocks With Whale Alerts In Today's Session