ASML Is Sold Out For 2028: Cantor’s Muse Sees 66% Upside For The Stock
Cantor’s C.J. Muse says ASML is effectively sold out through 2028, raises EPS estimates and keeps a €2,500 target, about 65% above the stock’s close.
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Michael Dell Warns Memory Shortage Could Be a 'Four-Year Problem'
Michael Dell says AI demand could keep memory supply tight for years as new factories take until 2029 or 2030 to arrive.
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ASML Says AI Boom Is Boosting Pricing Power as Chipmakers Agree to Pay More
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Dell Technologies shares are trading lower after Barclays downgraded the stock from Overweight to Equal-Weight rating and lowered its price target from $603 to $574.