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27.08.26 - 08:36
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Märkte am Morgen: Fabel-Zahlen von Nvidia liefern DAX frischen Schwung; Bitcoin, Gold, Nvidia, Salesforce, Meta, SAP, Scout24, Infineon, Aixtron, LPKF Laser, ASML im Fokus (Der Aktionaer)
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Der DAX dürfte am Donnerstag freundlich in den Handel starten und könnte sein Allzeithoch in Angriff nehmen. 30 Minuten vor dem Xetra-Auftakt notiert der deutsche Leitindex rund 0,2 Prozent fester bei 26.352 Zählern. Am Vorabend hat der KI-Konzern Nvidia starke Quartalszahlen gemeldet und für das neue Fiskaljahr weit über den Erwartungen der Analysten liegende Umsatzprognosen genannt....
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15.07.26 - 16:42
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ROUNDUP 3: KI-Boom treibt Chipausrüster ASML noch stärker an - Aktie unverändert (DPA-AFX)
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Der Chipausrüster ASML rechnet dank des Booms von Künstlicher Intelligenz mit noch besseren Geschäften im laufenden Jahr. Nach einem überraschend guten Quartal hob Konzernchef Christophe Fouquet sein Umsatzziel für 2026 am Mittwoch an - zum zweiten Mal in diesem Jahr. Auch die Bruttomarge soll höher ausfallen als noch im April gedacht. Mit den neuen Zielen und den Zahlen des zweiten Quartals übertraf ASML die Erwartungen von Analysten..
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15.07.26 - 15:36
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Futures Rise After Blowout ASML Earnings Boost Tech Sentiment (ZeroHedge)
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Futures Rise After Blowout ASML Earnings Boost Tech Sentiment
Futures are higher led by technology stocks, after solid earnings from ASML offered fresh evidence of the relentless demand for chips enabling the global AI buildout and boosted sentiment across the AI Infra trade. As of 8:00am ET, S&P futures are up 0.1% and Nasdaq futures rise 0.4%, both off session highs. In Tech, focus is on ASML +4% on guidance raise (US Semicap Equipment peers +2-4% in sympathy), PYPL +20% on reports of a Stripe/Advent takeover offer; AAPL +0.50% and BABA +4% on China approval of Alibaba “Qwen AI” integration into the iPhone experience; and NVDA flat on Jensen commentary that Vera Rubin chips were on track for deliver to customers (countering delay talk). On the US/Iran front, the US carried out another round of strikes near the Strait of Hormuz overnight and President Trump said the US may hit power plants and bridges next week unless Iran returns to negotiations and makes a deal (also have rep...
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15.07.26 - 13:36
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ASML Rises On Upgraded Outlook As Capacity Expansion Signals Robust Chip Demand (ZeroHedge)
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ASML Rises On Upgraded Outlook As Capacity Expansion Signals Robust Chip Demand
Technology stocks moved higher early Wednesday after ASML Holding delivered strong earnings and raised its full-year guidance, providing fresh evidence that demand for the advanced chips and manufacturing equipment powering the AI boom remains intact.
Nasdaq 100 futures gained about 40bps, while ASML shares rose 4% in Amsterdam after the company lifted its annual sales forecast for the second time this year. SK Hynix surged 8.8% in Seoul as the memory-chip maker's locally listed shares caught up with its US-listed ADRs, which soared 27% on Tuesday.
Focusing on ASML earnings, the company now expects annual revenue of 43 billion euros to 45 billion euros, well above its previous guidance and the Bloomberg Consensus estimate of 39.3 billion euros.
Second-quarter sales and profit also beat the Bloomberg Consensus estimate, while ASML lifted its full-year gross-margin forecast to as much as 56%, exceeding the 52.5% est...
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