Semiconductor shares climb back, though gains remain limited
Semiconductor shares recovered from a 6% morning slide to trade down roughly 1% as of midday Friday. SOXX stood at $525.43 after falling to $498.69 earlier in the session.
US Stock Futures Drop Further as Chip Selloff Widens $10 Billion Growth-Value Gap
U.S. stocks fell sharply at the open on Friday, with the chip sell-off extending to megacap growth shares. As of the most recent 9:33 a.m. quote, SPDR S&P 500 ETF Trust was at $741.77, off 1.19%. The iShares Semiconductor ETF was at $508.13, a decline of 4.22%.
Semiconductor stocks fall 5% as investors shift focus from AI demand to margins
U.S. chip stocks fell Thursday, even as TSMC raised its outlook. The sector index dropped nearly 5% in afternoon trading.
ASML Holding (NASDAQ: ASML) steady after outlook sets €14.4B Q4 bar
ASML’s U.S. shares managed a 0.3% uptick to $1,820.63 on Thursday, even as chip stocks slumped. The Philadelphia semiconductor index slid 3.8%.
Intel (NASDAQ:INTC) milestone brings $400 million tool cost into spotlight
Intel Corporation is the first chipmaker to ship a mass-produced logic chip made with High-NA EUV, a lithography tool for making smaller circuit patterns. But there's a bigger question for investors: can Intel use this $400 million machine to lower chip costs and bring in enough foundry business to cover its factory outlay?
Intel (NASDAQ:INTC) Turns a $400 Million High-NA Tool Into a Manufacturing Hedge
Intel Corporation has begun high-volume production of a subset of Panther Lake laptop chips using ASML Holding N.V.’s High NA EUV system, making it the first chipmaker to ship a volume logic product with the technology. The more useful signal for investors is what Intel did not do: selected 18A layers are also qualified on ASML’s established NXE platform at matched yields, so Panther Lake is not tied to the new machine.
Top Stocks to Watch Now: The Bank-and-Chip Test That Could Decide Wall Street’s Next Move
Wall Street’s next move hinges on whether profits can broaden beyond artificial intelligence, not on another easy headline beat. The answer is cautiously positive, but the bar is high: year-forward S&P 500 earnings estimates have risen 21% in 2026, roughly twice the index’s gain, while projected second-quarter profit growth has been revised to 23.4% from 15.2% in January. That lifts the growth hurdle by about 54%. Technology earnings are expected to jump more than 65%, so Tuesday’s banks will test whether the rally can spread; chip-equipment and contract-manufacturing leaders later in the week will test valuation. “Earnings are even stronger,” Nationwide strategist Mark Hackett said.
The Biggest Earnings Reports This Week: Banks, TSMC and Netflix Put Wall Street’s Profit Boom on Trial
The market’s central question is whether the profit surge can broaden beyond artificial-intelligence chips and energy without exposing weaker credit. The evidence points to a cautious yes: analysts expect S&P 500 second-quarter earnings to rise 23.4% from a year earlier, and this week’s bank slate will test loan demand and consumer health. The answer still hinges on Taiwan Semiconductor Manufacturing Co. defending its high-growth, heavy-investment outlook. Guidance — management’s forecast for coming quarters — matters more now than another round of backward-looking beats.
Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide
Semiconductor stocks around the world fell sharply Tuesday, with South Korea’s KOSPI down 9.99%. Chipmakers in Europe dropped too, and Nasdaq 100 futures shed 2.7% ahead of the Wall Street open. “Former generals … appear to have lost momentum,” said Chris Weston, head of research at Pepperstone.
SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia
• SMH traded above $646 around midday Monday, after finishing at $619.96 on June 12.• Lam Research, Marvell, Arm, ASML and Kulicke & Soffa extended their gains, building on last week’s chip rally.• Market strength continued as buyers stayed with AI infrastructure names.
ASML Sets New European Valuation Record; Broadcom Shows Risks in AI
ASML Holding NV set a new market value record in Europe last week, and its U.S.-listed shares kept rising Monday. Investors are betting the Dutch chip-equipment company can supply more machines that make the most advanced artificial-intelligence chips.
ASML Stock Slips After AI Surge as China Risk Tests 2026 Forecast
ASML Holding N.V.'s U.S. shares lost ground on Friday, slipping 0.83% to close at $1,427.02. The move comes after a brisk rally tied to AI enthusiasm and a bump in the chipmaker's 2026 outlook. With Euronext Amsterdam shut for Labour Day, only the Nasdaq-listed ADRs were trading.
US Stock Market Before Open Today: S&P 500 Futures Hold Near Records as Oil Falls and Netflix Slumps
U.S. stock futures barely budged ahead of Friday’s open, the S&P 500 hanging near its highs while oil slipped below $100 a barrel as traders bet on more U.S.-Iran talks. Netflix’s sharp drop in premarket action, triggered by its lackluster short-term outlook, pointed to early losses for the Nasdaq.
US Stock Market Today: S&P 500, Nasdaq Hit Record Highs as Wall Street Bets on Ceasefire, Earnings
The S&P 500 and Nasdaq pushed to new intraday records Thursday, with Wall Street staying in rally mode amid optimism that Middle East tensions could cool. As of 11:38 a.m. ET, the S&P 500 had climbed 0.27% to 7,041.34, while the Nasdaq advanced 0.38% to 24,106.40. The Dow inched up, adding 0.06% to reach 48,494.13.
ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly
ASML is moving to expand its semiconductor equipment portfolio outside of its flagship EUV lithography systems, according to chief technology officer Marco Pieters. The company is now focusing research on advanced packaging tools used in AI semiconductor production.
Intel stock price: INTC ends the week at $45.61 — what to watch before Monday’s open
Intel Corp finished Friday’s session at $45.61, gaining 0.33%, after moving in a range from $44.40 to $46.56. Roughly 79 million shares changed hands this week, sending the stock up about 3.4% over the last five sessions.
KLA stock pauses near $1,440 as chip stocks rebound and a dividend date looms
KLA Corp slid 0.2% to $1,439.93 by midday Monday, with the stock swinging from $1,415.31 up to $1,458.06 during the session.
ASML stock price jumps into weekend as chip rally returns — here’s what matters next week
ASML Holding NV’s U.S. shares 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.
ASML stock price jumps as AI spending race returns; jobs data and dividend dates ahead
ASML Holding N.V. finished Friday up 4.6% at $1,413 on U.S. exchanges, after reaching as high as $1,415.70 earlier. The stock’s gain lands ahead of a packed run of macro and company news.
Applied Materials stock jumps nearly 6% as Citi lifts target to $400, eyes turn to Feb. 12 earnings
Shares of Applied Materials jumped 5.7% to hit $321.20 on Friday, leading the charge among U.S. chip-equipment stocks in midday trading.