New York, Feb 8, 2026, 10:45 (EST) — The market is now closed.
- ASML’s U.S. shares finished Friday with a gain of roughly 4.6%, closing at $1,413.01.
- Chip shares caught a bid, with investors circling back to the AI theme following new capex hints out of Big Tech.
- ASML trades ex-dividend on Feb. 9 in Europe, followed by a Feb. 10 ex-date in the U.S., while investors are also watching for major U.S. data releases midweek.
ASML Holding NV’s U.S. shares (ASML.O) jumped 4.6% to finish at $1,413.01 on Friday, a strong rally ahead of the weekend, with semiconductors out in front during a broad risk-on push.
Timing’s key here: investors are still sifting through the rubble in tech, looking for AI “winners” and “losers” after a choppy period. There’s also a stack of postponed U.S. data landing soon that could shake up rate bets yet again. On Wednesday, the January nonfarm payrolls report hits—Reuters says the consensus is a 70,000 job gain. CPI inflation data drops two days after that. (Reuters)
ASML sits right in the thick of it. The trading can be erratic, but the takeaway is clean: when buyers pile into AI infrastructure, they usually push up the suppliers feeding into high-end chip production — with ASML taking a central spot in that lineup.
Chip stocks led the charge on Friday, sending the PHLX semiconductor index up 5.7%. Traders cited a likely boost for chipmakers tied to rising AI data-center investments. Amazon shares, though, lost ground after the company projected capital spending would surge over 50% this year—an echo of Alphabet’s recent warning. (Reuters)
Netherlands-based ASML builds lithography machines—essential kit for “printing” patterns on silicon wafers in chipmaking. The company’s top-tier systems deploy extreme ultraviolet light, a must-have for cutting-edge chips.
There’s a shift in tone around AI spending—it’s not quite the sure thing it was. “The AI build-out trade … got too pricey,” said Andrew Wells, chief investment officer at SanJac Alpha in Houston, calling the latest action a de-risking move. Nvidia CEO Jensen Huang, for his part, cites “sky-high” demand as the reason for ramping up spending. (Reuters)
Angelo Kourkafas, senior global investment strategist at Edward Jones, flagged “rotation is the dominant theme” this year in a separate week-ahead note, warning that packed tech trades are especially exposed to sharp moves. (Reuters)
Dividend timing might complicate things early in the week. ASML is paying out an interim dividend of €1.60 per ordinary share, with shares going ex-dividend on Euronext Feb. 9 and on Nasdaq the following day, Feb. 10; the payment lands Feb. 18, the company said. (The ex-dividend date means the stock no longer carries rights to that payout.) (asml.com)
Not much fresh company news lately, but ASML’s late-January update remains in sharp focus. The chipmaker is still trading on its forecast for 2026 net sales between €34 billion and €39 billion, along with plans to buy back as much as €12 billion in shares by 2028. The firm’s 2025 annual report is slated for release on Feb. 25. (asml.com)
But sticking with the bullish scenario depends on momentum. Should Big Tech dial down capex—funds earmarked for hefty projects such as data centers and gear—or if chip demand stumbles, equipment stocks can quickly lose ground. ASML, for its part, is still vulnerable to changes in export regulations and shifts in when customers want deliveries. Either factor can push orders from one quarter to another.
There’s more action on deck from sector peers. Applied Materials (AMAT.O), a key U.S. chip-equipment name that traders watch closely for signals, reports earnings Thursday, Feb. 12. (kiplinger.com)
The real challenge ahead might not be company-specific. Macro data could take the spotlight, with Wednesday’s postponed U.S. jobs numbers (Feb. 11) and Friday’s CPI figures (Feb. 13) both on deck. Either one has potential to jolt bond yields—chip stocks, trading at premium valuations, are especially exposed. (kiplinger.com)
