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ASML finally caught a tailwind from the AI boom.
Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.
SK Hynix is a leading producer of high-bandwidth memory (HBM), DRAM, and NAND flash for AI chips. The company recently completed a U.S.-listed IPO and plans to use the proceeds from that stock sale to fund its production capacity expansion.
The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.
ASML Holding N.V. remains a Strong Buy after a 77% rally, driven by robust Q2 results and a substantial 2026 guidance raise. Q2 revenue rose 21% to €9.3B, net income grew 26% to €2.9B, and gross margin expanded to 54%, with service upgrades fueling margin strength. Management raised 2026 revenue guidance by €6B to €43–45B, citing accelerating AI-driven demand for advanced logic and memory chips.
ASML stock dropped despite an earnings beat. AI spending concerns and a high valuation have left investors worried.
AlTi Global Inc. trimmed its position in shares of ASML Holding N.V. (NASDAQ: ASML) by 49.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,665 shares of the semiconductor company's stock after selling 1,642 shares during the quarter. AlTi Global Inc.'s
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.