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• ASML Is Sold Out For 2028: Cantor’s Muse Sees 66% Upside For The Stock | 2026-10-14
  Cantor’s C.J. Muse says ASML is effectively sold out through 2028, raises EPS estimates and keeps a €2,500 target, about 65% above the stock’s close.
• ASML anticipates Q4 2026 sales of €14.2B-€15.2B while exploring 2028 capacity growth above 30% | 2026-10-14
  ASML Q3 2026 earnings call highlights: record sales, EUV/High NA demand, capacity expansion and 2026–2028 outlook.
• CleanSpark Stock Sinks: What's Going On? | 2026-10-14
  CleanSpark shares are slipping Wednesday as Bitcoin falls after fresh inflation data and pulls crypto-linked companies down with it.
• Walmart Stock Moves Higher: What's Happening? | 2026-10-14
  Walmart shares are rising Wednesday. Investors appear to favor consumer staples and other non-AI names while most of the market falls.
• AI Boom Drives ASML Higher as Nvidia Bets on Europe | 2026-10-14
  Bloomberg’s Ed Ludlow breaks down ASML's earnings after the company raised its sales forecast for 2026 and said it aims to increase production of its chip-making machines to keep up with soaring AI spending. Plus, Nvidia CEO Jensen Huang announces plans to invest an additional $2 billion in European deals. And, an inside look at the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time. (Source: Bloomberg)
• ASML Struggles to Keep Up With High AI Demand | 2026-10-14
  ASML is racing to expand capacity as demand for the advanced chipmaking equipment needed to power the AI boom stretches years into the future. Intesa Sanpaolo analyst Antonella Frongillo discusses why semiconductor equipment makers are already talking with customers about demand into 2029 and 2030, and why she sees further upside for ASML despite uncertainty around its China business and new regulatory restrictions. She joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
• Michael Dell Warns Memory Shortage Could Be a 'Four-Year Problem' | 2026-10-14
  Michael Dell says AI demand could keep memory supply tight for years as new factories take until 2029 or 2030 to arrive.
• ASML's Next Big Chipmaking Cycle Has a Timeline—Intel, Samsung and TSMC Set It | 2026-10-14
  Intel has exposed 1 million wafers using ASML High-NA EUV. Samsung targets 2028 production, while TSMC aims for 2030.
• ASML Raises Sales Floor, Tightens Ceiling As AI Demand Outruns Supply | 2026-10-14
  ASML raised its 2026 sales floor as AI demand outpaces planned chipmaking-equipment capacity. Here’s what investors should watch.
• ASML Up on Supply Plans; BlackRock Reports Earnings | Stock Movers | 2026-10-14
  On this episode of Stock Movers: - BlackRock (BLK) shares are responding to this morning's earnings. BlackRock reported assets under management that met the average analyst estimate and adjusted EPS and Sales beat estimates. - ASML (ASML) shares are rising this morning after the company said it's searching for ways to produce more chip-making machines over the next two years due to soaring artificial intelligence spending. ASML said its current supply plans mean it won’t be able to fully meet demand in 2027 and 2028, and it's investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated. (Source: Bloomberg)

News source: finlight