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  • ASML Shares Slide Slightly Amid Questions on Terafab and EUV Shipments
    June 10, 2026, 4:51 AM EDT. ASML Holding NV shares dipped 0.44% to €1,501.80 on Euronext Amsterdam after recent gains fueled by AI enthusiasm. Investors are cautious about whether Elon Musk's Terafab collaboration will translate into concrete orders for ASML's extreme ultraviolet lithography (EUV) machines, crucial for advanced AI chipmaking. Despite a 63% rise in 2026, the stock faces risks if AI demand slows. Analysts from BofA, JPMorgan, and Morgan Stanley have raised price targets, citing EUV production capacity and shipment confidence. ASML aims for 2026 revenue of €36-40 billion and gross margins between 51-53%, with CEO Christophe Fouquet highlighting chip demand outpacing supply. However, uncertainties remain over the pace of High-NA EUV tool adoption as noted by TSMC CEO C.C. Wei.

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10 June 2026
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ASML Shares Dip After Terafab Hype Faces EUV Shipping Hurdle

ASML Shares Dip After Terafab Hype Faces EUV Shipping Hurdle

10 June 2026
ASML shares slipped 0.44% to €1,501.80 after a sharp AI-fueled rally, as investors shift focus from Elon Musk’s Terafab praise to whether it will drive real equipment orders; with the stock up 63% this year and major analyst upgrades, July 15’s Q2 report on orders, margins, and export-control language is now the key catalyst for the next move.
Nvidia Gets AI Approval From Apple But Shares Stay Flat

Nvidia Gets AI Approval From Apple But Shares Stay Flat

10 June 2026
Nvidia shares slipped 0.2% to $208.19 Tuesday despite Apple confirming it will use Nvidia GPUs in Google Cloud for its most demanding AI workloads, as investors weighed the endorsement against a tech sector selloff, unclear revenue impact, and rising competition from Google and Intel, while China’s new $295 billion data-center plan threatens to squeeze out foreign chipmakers.
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