ASML Raises 2026 Guidance After Q1 Beat: AI Demand Signal
ASML beat Q1 2026 estimates and raised full-year guidance, signaling robust AI chip demand despite a cautious Q2 outlook and China export headwinds.
chip stocks
Chip Stocks Surge on Ceasefire — But Helium Was the Real Risk
SK Hynix surged 15%, TSMC 4.8%, Tokyo Electron 10% on ceasefire news. The hidden driver: Iran had been strangling the chip industry’s helium supply.