EarningsApr 15

ASML Beats Q1, Raises 2026 Guide on AI Chip Surge

Semiconductor equipment giant reports €8.8B revenue, lifts full-year forecast to €40B as memory makers signal they're sold out through 2026.

By Emily Thompson3 min read

AnalysisApr 15

Broadcom Lands Multi-GW Meta AI Chip Deal Through 2029

Meta commits to 1 gigawatt of custom MTIA accelerators built on Broadcom's platform, extending their partnership five more years.

MarketsApr 15

Apple CEO Tim Cook and Nike CEO Elliott Hill purchased nearly $2M in combined shares Monday, signaling confidence in the turnaround.

AnalysisApr 15

Bank of America upgrades ON Semiconductor and downgrades NXP, citing diverging AI exposure and earnings leverage between the chipmakers.