AMSTERDAM, Feb 8, 2026, 10:48 CET — The session has wrapped. Market closed.
- ASML’s U.S. shares jumped on Friday, riding the rebound in chip stocks.
- Traders swung back into AI supply-chain names after new signals of big-tech spending came through.
- Coming up: U.S. jobs and inflation numbers, plus ASML’s schedule for its next dividend payout.
Shares of ASML Holding N.V. (ASML) jumped 4.6% to $1,413 in U.S. trading Friday, briefly topping out at $1,415.70 earlier in the session. The move comes just before a stretch crowded with macro and corporate events.
Chip stocks surged, riding a sector-wide rally after Amazon and Alphabet flagged increased capital spending on data centers and hardware—stepping up their AI infrastructure ambitions. The PHLX semiconductor index jumped 5.7%, marking a strong session for chipmakers and equipment suppliers. 1
Rates haven’t left the picture for long-duration tech. Mary Daly, who runs the San Francisco Fed, described the labour market as “precarious”—and said more cuts could be on the table. That kind of signal has the power to jolt bond yields, sending ripples through high-multiple growth stocks. 2
Friday saw U.S. chip-tool names rally along with the tape. Applied Materials tacked on 6.1%, Lam Research put up an 8.2% jump, and KLA finished the day up 8.4%.
ASML is perched at the very top of the supply chain. The company’s lithography systems — think EUV machines for etching those ultra-fine lines on state-of-the-art chips — are a key tell for chipmaker spending appetite, with order patterns watched closely as a spending proxy.
ASML turned in full-year 2025 net sales of €32.7 billion, net income landing at €9.6 billion. Fourth-quarter net bookings reached €13.2 billion, bringing backlog to €38.8 billion. CEO Christophe Fouquet pointed out that customers are “more positive” about ongoing AI-driven demand. Looking ahead, the company is guiding for 2026 net sales between €34 and €39 billion, and it’s rolling out a fresh share buyback of up to €12 billion. 3
Dividend dates are coming up: ASML plans to go ex-dividend at €1.60 per ordinary share on Euronext Feb. 9, and on Nasdaq Feb. 10. Shareholders are set to be paid Feb. 18. 4
But there’s a catch to the upside: spending plans shift on a dime. Should cloud companies hit pause on orders or chipmakers delay equipment, the cycle could cool off fast. A hotter-than-expected inflation print would also force rate-cut expectations to reset, pressuring valuations across the sector.
Looking ahead, key U.S. figures that typically sway tech sector sentiment are on the docket. The Labor Department’s calendar has the January jobs data landing Wednesday, Feb. 11, with the January CPI following on Friday, Feb. 13. Both hit at 8:30 a.m. ET. 5
