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ASML Beats Q2 Forecasts, Raises 2026 Guidance as AI Demand Fuels Orders

Surging demand for AI chips has pushed sales, profits, and booked capacity higher even as export rules limit where the most advanced machines can go.

Applied Materials Rally Fueled by AI Demand, New Tools and EssilorLuxottica Deal

Lam Research Rallies to Record High as Brokers Lift Price Targets

Markets Reprice for Bigger AI‑Driven Chip Capex

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

ASML Says First High‑NA Chips Are Weeks Away as Customers Split Over $400M Tool Cost

Lam Research Shares Hit Record $300 as AI-Fueled Outlook Draws Higher Targets

Applied Materials Wins $500 Initiation as Analysts Lift Targets on AI-Fueled Chip Tools

ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

NAND Price Spike Puts Samsung and SK Hynix on Track for Decade-High Margins

KLA Beats Expectations and Guides Above Consensus as AI Tool Demand Grows, Shares Drop 7% After Hours

Lam Research Gains Price-Target Hikes on AI Memory Upswing With Jan. 26 Earnings Next

China Applies 50% Local-Equipment Requirement to New Chip Capacity, Sources Say

Intel Tested ACM Research Tools for 14A, Prompting Security Scrutiny

ASML Faces New Scrutiny Over Reported China Sales as Analysts Lift Price Targets

House China Panel Seeks Sweeping Ban on Chipmaking Tools After $38 Billion in 2024 Sales to China

Applied Materials Warns of $710 Million Revenue Hit From Expanded U.S. China Export Controls

U.S. Floats Annual Site Licenses for Samsung and SK Hynix China Fabs

Applied Materials Beats Q3 Estimates but Shares Slide on Weak Q4 Guidance