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UNCOVERED: 4 - The Untold Story

Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again

If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet — and it's basically a semiconductor roll call.

Benzinga

ASML Unfazed By Netherlands-China Chip Tensions Amid Nexperia Crisis: 'It Will Not Affect Our Business...'

ASML Holding NV (NASDAQ:ASML) CEO Christophe Fouquet stated on Sunday that the ongoing tensions between the Netherlands and China have not impacted the Dutch chip-gear manufacturer.

Benzinga

Key AI Chip Supplier ASML Deepens Ties With Samsung and SK hynix in South Korea

Dutch chip equipment giant, ASML Holding NV (NASDAQ:ASML) opened its new 16,000-square-meter Hwaseong Campus in South Korea on Wednesday to strengthen research, development, and collaboration with key partners Samsung Electronics Co Ltd (OTC:SSNLF) and SK hynix.

Benzinga

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Substrate's claims about revolutionary ASML-beating chipmaking technology scrutinized, analyst likens the venture to a fraud — report pokes holes in the startup's technology, messaging, and leaders

Analyst likens Substrate's tech, messaging, and leadership to a fraud.

Tom’s Hardware

American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners

A U.S. startup is developing a compact particle-accelerator-based X-ray lithography system that could surpass ASML's EUV scanners in resolution and cut wafer costs tenfold by the end of the decade, but its plan to build its own fabs rather than sell tools means it must reinvent the entire semiconductor production…

Tom’s Hardware

Meet The New Chip Maker Aiming To Outrun TSMC And ASML

Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate.

Benzinga

1 Outstanding Growth Stock to Buy and Hold Over the Next Decade

This leading semiconductor supplier is quietly advancing behind the scenes.

Barchart

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Thinktank recommends the EU hit China where it hurts if it restricts access to rare earths: limit the country's access to older chipmaking machines

China uses DUV machines for much of its chip manufacturing.

PC Gamer

Consumer Tech News (Oct 13-17): Elon Musk's Starlink Under US Probe, Salesforce Eyes $60B Revenue, Apple Launches M5 Chip And More

A bipartisan committee in the U.S. Congress has reportedly begun a probe into Elon Musk‘s Starlink satellite business for its alleged involvement in providing internet access to scam centers in Myanmar.

Benzinga

This Less-Hyped Tech Stock Could Be the Key to the Next AI Wave

ASML just reported earnings. Stock price is rising as EUV demand accelerates in AI chip production, and analysts see upside potential.

MarketBeat

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

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

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Tom’s Hardware

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.

Benzinga

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.

Euronews

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

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.

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Benzinga

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.

International Business Times

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.

Benzinga

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.

Barchart

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.

Benzinga

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

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.

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