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Fed Governor Cook said AI buildout shows no signs of slowing.

2026-07-16

Fed Governor Cook said AI buildout shows no signs of slowing.

Other News
2026-07-15

ASML raised full-year guidance on Wednesday for a second time and posted a quarter that exceeded expectations. The sole global supplier of EUV lithography systems, ASML is central to advanced semiconductor production. UBS said on July 10 it expects H

ASML raised full-year guidance on Wednesday for a second time and posted a quarter that exceeded expectations. The sole global supplier of EUV lithography systems, ASML is central to advanced semiconductor production. UBS said on July 10 it expects H2 performance to strengthen as fab capacity expands and demand for advanced-process chips rises. A Morningstar senior analyst said ASML is boosting output by optimizing cleanroom space in Veldhoven and pursuing a “fast delivery” push; he added that tighter export controls on advanced chip equipment can sometimes trigger customer front-loading. The analyst warned the market has priced in significant optimism—ASML’s forward P/E is roughly 50x versus his 35–40x fair-value range.
2026-07-15

China A-share panel sector extends decline; Huike falls over 9%, Visionox, BOE A, Woge Optoelectronics and Tongxingda also retreat.

China A-share panel sector extends decline; Huike falls over 9%, Visionox, BOE A, Woge Optoelectronics and Tongxingda also retreat.
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