The chip world's single most important supplier reports before the open, with consensus at $10.66 EPS on $11.68 billion in revenue. Two straight beats raise the bar, and bookings will set the tone for every semiconductor equipment name.
Latest Activity
Q3 earnings season front-loads everything into two mornings: JPMorgan, Goldman, Wells Fargo, Citi, UnitedHealth and Johnson & Johnson all report before the open Tuesday, with Bank of America, Morgan Stanley, BlackRock and ASML following Wednesday. Of 51 companies on the week, 38 land before the bell, so the tone for rates, credit and chip demand gets set early.
- UNHUnitedHealth Group IncorporatedTue Oct 13Before open
- JPMJPMorgan Chase & Co.Tue Oct 13Before open
- GSThe Goldman Sachs Group, Inc.Tue Oct 13Before open
- WFCWells Fargo & CompanyTue Oct 13Before open
- DPZDomino's Pizza, Inc.Tue Oct 13Before open
- JNJJohnson & JohnsonTue Oct 13Before open
- CCitigroup Inc.Tue Oct 13Before open
- ACIAlbertsons Companies, Inc.Tue Oct 13Before open
- FBKFB Financial CorporationTue Oct 13Before open
- AZZAZZ Inc.Tue Oct 13After close
- ASMLASML Holding N.V.Wed Oct 14Before open
- BACBank of America CorporationWed Oct 14Before open
- MSMorgan StanleyWed Oct 14Before open
- BLKBlackRock, Inc.Wed Oct 14Before open
- PGRProgressive CorporationWed Oct 14Before open
ASML Coverage
Why Great Earnings Are Being Punished Right Now
ASML and Goldman Sachs just delivered blowout quarters and their stocks got punished anyway. Something in the market has shifted, and it has nothing to do with how these companies are actually…
ASML Says Its Customers Want More Machines Than It Can Build Through 2028
ASML is the only company on earth that builds the machines chipmakers need for advanced semiconductors, and it just told customers it cannot keep up with their orders. What that supply crunch…
Why October 14 Could Change Everything for ASML Stock
ASML (NASDAQ:ASML | ASML Price Prediction) will report Q3 earnings on October 14, and its booming order book suggests Wall Street may be in for a surprise. The company holds a near-monopoly…
Taiwan Semiconductor Vs. ASML: If I Had to Choose One For the Next 5 Years, It’s This One
TSMC prints the chips and ASML prints the machines that make them possible, but five years from now only one of these AI supply chain giants looks positioned to justify its valuation…
ASML is Charging Toward $2,000 and It’s Easy To See Why
ASML holds a monopoly on the machines that make leading-edge chips possible, and AI is pushing that position to its absolute limit. Whether the stock can close the gap to $2,000 depends…
Goldman Sachs Top European Stock Picks Have a Hidden Perk for Income Investors
Goldman Sachs handpicks European stocks with the highest conviction for outperformance, and four of October's top selections carry a benefit most growth-focused investors overlook entirely.
The AI Chip Revolution Wouldn’t Be Possible Without This Company
Every major AI chip runs through one company's fabs, and its stock still trades cheaper than the customers that depend on it. Here is why analysts keep raising their targets despite a…
Price Prediction: TSMC Could Reach $600 as Capacity Constraints Drive the AI Boom Forward
TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal…
Eisman Says Buy Micron And SK Hynix. “In This Knife Fight You Want To Be The One Selling The Knives”
Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this…
Chasing ASML’s Dominance: Canon and Nikon Are Doing Something The Market Misses
ASML just dominated another quarter, but Canon and Nikon are quietly carving out a position in chip manufacturing that Wall Street's models barely account for, and one memory giant is already betting…
ASML Vs. Taiwan Semiconductor Manufacturing: One Is More Misunderstood
Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.
Taiwan Semiconductor Vs. ASML: There’s Actually One True Dominant Picks-and-Shovels Play
ASML and TSMC both crushed their latest quarters riding the same AI wave, but only one of them wins no matter which chipmaker comes out on top. Figuring out which is the…
There Is One Thing ASML’s $400 Million Machine Still Cannot Do. AI Chips Keep Making It Worse.
ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper,…
ASML’s Current Share Price of $1,575 Shouldn’t Scare You.
ASML just shed over 14% in a month, and while the bears are pointing at stretched valuations and geopolitical exposure, the bulls see something the selloff is hiding about the world's only…
Lam Research Vs. Applied Materials: Who Actually Helps ASML Share Prices Rise Higher?
Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the…