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Dan Loeb’s Third Point more than doubled its ASML stake to 30,000 shares in the second quarter while exiting NVIDIA, Broadcom, KLA and Lam Research.
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ASML stock fell 6.2% on September 14, 2026, after AI executives including Anthropic CEO Dario Amodei called for slowing the development of advanced AI models. Since ASML manufactures chip-making equipment essential for AI processors, slower AI development could reduce demand for their systems. However, the article suggests the market reaction may be overblown.
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