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俄罗斯外交部长：乌克兰对亚速海商业船只的攻击是海盗行为和恐怖主义。
2026-07-14
俄罗斯外交部长：乌克兰对亚速海商业船只的攻击是海盗行为和恐怖主义。
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2026-07-14
Analyst Joel South urges buying ASML ahead of the July 15 US open as the company reports Q2 pre-market and is highly likely to reiterate its raised 2026 guidance, a move he says markets are underpricing. Catalysts: management raised 2026 revenue guidance to €36–40bn and CFO called 2026 a very strong year; Q1 EPS $8.43, revenue $10.34bn, gross margin 53% at the top of guidance; Q2 revenue guide €8.4–9.0bn. Demand: CEO says supply will not meet foreseeable demand and memory customers’ 2026 capacit
Analyst Joel South urges buying ASML ahead of the July 15 US open as the company reports Q2 pre-market and is highly likely to reiterate its raised 2026 guidance, a move he says markets are underpricing. Catalysts: management raised 2026 revenue guidance to €36–40bn and CFO called 2026 a very strong year; Q1 EPS $8.43, revenue $10.34bn, gross margin 53% at the top of guidance; Q2 revenue guide €8.4–9.0bn. Demand: CEO says supply will not meet foreseeable demand and memory customers’ 2026 capacity is fully sold out; 2025 year-end backlog $45.06bn, Q4 new orders $15.28bn. Capital returns: €12bn buyback launched Jan 2026 through 2028, 2025 dividend +17% to €7.50/sh, 2025 free cash flow $12.81bn.
2026-07-14
Tasnim News Agency reports Iran says a US strike on Kish Island port today damaged several vessels.
Tasnim News Agency reports Iran says a US strike on Kish Island port today damaged several vessels.
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