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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Brent Jumps to $97, German AfD Party Wins Big: Stock Market Today
Europe closed mixed as the AfD's Saxony-Anhalt landslide and $97 Brent lifted bond yields, and Wall Street sat out Labor Day.
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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.
BP to Pay $350 Million Lump Sum to Louisiana to Resolve Deepwater Horizon Disputes
BP has reached an agreement with the State of Louisiana to accelerate payments related to the Deepwater Horizon settlement, involving a $350 million lump sum.
Logile Hosts Inaugural Connect EMEA Event, Bringing UK Retailers Together Around Connected Stores
Logile hosted its first Connect EMEA event in Worcester, bringing together retail leaders from bp, Booths, Co-op, and Morrisons to discuss connecting store planning with execution. The event highlighted how shared data between head office and store teams improves operational efficiency, with speakers emphasizing the importance of workforce planning alignment with store execution. Logile also previewed its AI-powered Connected Workforce Platform roadmap.