Axios · 1h ago
bullishTSMC beats Q1 expectations, raises FY guidance
TSM crossed consensus on both revenue and EPS, then lifted full-year guidance citing accelerating AI infrastructure demand. The print resets the bar for the rest of the cohort.
+0.77% today
AI Compute · EUV monopoly. No EUV, no advanced nodes.
$ASML ASML
ASML is the only company that builds extreme ultraviolet lithography machines, which are required to manufacture chips at the leading edge. Every advanced node anywhere in the world goes through an ASML EUV system. The trade is a pure-play on continued node migration.
Last close
$1763.76
Market cap $360.0B
ASML · price history
Key stats
Price$1763.76
1d change+0.77%
1w change-1.53%
YTD+11.41%
Market cap$360.0B
Volume 24h34.4M
ThemeAI Compute
Sentiment · 24h
3
Bullish100%
Neutral0%
Bearish0%
3 articles classified across the last 24 hours.
Funds holding $ASML
5
Lone Pine Capital6.9% (+0%)
Coatue Management1.2% (+0%)
Baillie Gifford0.4% (+0%)
Whale Rock Capital0.3% (+0%)
Maverick Capital0.0% (+0%)
Recent news on $ASML
The Information · 11h ago
bullishASML wins major government AI contract
ASML was named the prime on a multi-year federal AI deployment, locking in revenue visibility through the back half of the decade.
Barron's · 15h ago
bullishASML announces multi-billion-dollar AI compute deal
ASML signed a long-term agreement with a top-three hyperscaler covering AI training and inference capacity through 2029. Wall Street is reading it as a structural revenue lift.
ASML data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·August 23, 2026