UBS Maintains Buy Rating on ASML Holding N.V.
UBS has reaffirmed its 'Buy' rating on ASML Holding N.V. with a price target of 2,400 euros.
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Why China’s Billions Can’t Break Taiwan Semiconductor’s Chip Grip
Taiwan Semiconductor stock climbs premarket following a 44.7% YoY July revenue spike. Check analyst ratings, chart levels, and ETF weights.
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ASML Holding to Trade Ex-Dividend on October 27, 2026
ASML Holding N.V. is scheduled to trade ex-dividend on October 27, 2026, with a dividend payment of 2.10767 USD per share.
Will Apple Take Over Your (Smart) Home?
Apple launched new smart home products including the $299 HomeView device and premium security cameras/accessories, but analysts question whether consumers will pay significantly higher prices than competitors like Amazon and Google. The discussion also covers ASML's strong earnings and capacity constraints through 2028, and the luxury sector's struggles due to China's weakening demand and middle-class consumer pullback, though ultra-premium brands like Hermès remain resilient.
As the U.S. Pulls Chip Making Back Home, the Toolmakers Win First
As the U.S. invests billions in domestic chip manufacturing, equipment suppliers ASML and Applied Materials are positioned to benefit first, followed by fab operators like TSMC, Intel, and Micron. The supply chain hierarchy means toolmakers get paid before factories reach full production, though each company faces distinct challenges including geopolitical risks, execution hurdles, and market cyclicality.
Kroger Sets 7%-11% Annual EPS Growth Target Through 2029, Reaffirms 2026 Outlook
Kroger reaffirmed its fiscal 2026 adjusted EPS guidance of $5.10-$5.30, compared with analyst estimates of $5.21, and introduced longer-term financial targets.
Stock Market Today, Oct. 28: SK Hynix Surges on Record Q3 Results and AI-Memory Demand
SK Hynix surged 13.30% on October 28, 2026, following record Q3 results with a sevenfold jump in operating profit and an 80% operating margin. The memory chipmaker's strong performance was driven by robust AI-memory demand, with DRAM and HBM production effectively sold out through 2029. Peers Micron Technology and SanDisk also rallied on the positive sentiment around AI-memory demand.