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• Why Is Micron Technology Stock Sinking Thursday? | 2026-04-16
  Micron Technology stock drops Thursday as ASML earnings impact the chip sector and traders book profits after record highs.
• TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies | 2026-04-16
  Two of the biggest chipmakers, TSMC and ASML, failed to catch major tailwinds from strong earnings. It could be a bellwether for the chip industry as a whole.
• Wall Street analysts lift price targets on ASML as chipmaker upgrades outlook | 2026-04-16
  
• Strong ASML, TSMC forecasts signal AI spending boom is intact | 2026-04-16
  By Zaheer Kachwala and Deborah Mary Sophia April 16 (Reuters) - Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as they race
• Strong ASML, TSMC forecasts signal AI spending boom is intact | 2026-04-16
  Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as they race to secure advanced chips ​needed for their artificial intelligence build-outs.
• Strong ASML, TSMC forecasts signal AI spending boom is intact | 2026-04-16
  April 16 : Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as they race to secure advanced chips needed for their artificial intelligence build-outs.The results suggest that demand stayed strong for AI chip designers such as Nvidia, A
• Strong ASML, TSMC forecasts signal AI spending boom is intact | 2026-04-16
  Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as ‌they race to secure advanced chips needed for their artificial intelligence build-outs. The results suggest ‌that demand stayed strong for AI chip designers such as Nvidia, Advanced Micro Devices and Broadcom, all of which rely on ​TSMC, the world's dominant producer of cutting-edge processors. Growing investor pressure on large technology companies such as Microsoft, Meta and Amazon to deliver clearer returns on AI investment has raised doubts about how long the chip spending boom can last.
• ASML valuation gap with US peers hits decade low | 2026-04-16
  
• ASML’s Premium to US-Listed Rivals Shrinks to Decade Low | 2026-04-16
  ASML Holding NV’s valuation relative to its US-listed peers has hit a decade low, suggesting that the Dutch chip-equipment maker’s rally may still have room to run.
• Anthropic Draws Investor Offers at Over $800 Billion Value | Bloomberg Tech 4/15/2026 | 2026-04-15
  Bloomberg’s Caroline Hyde and Ed Ludlow discuss why Anthropic has rebuffed investors' efforts to back the company with funding that would value it at more than $800 billion. Plus, Meta expands a multi-billion-dollar partnership with Broadcom to design and build custom chips. And ASML, the supplier of cutting-edge chipmaking machines, raises its full-year sales forecast as AI demand fuels growth. (Source: Bloomberg)

News source: finlight