#ASML

Soares says superintelligence risks extinction

Nate Soares tells Nicholas Thompson superintelligence risks extinction and urges chip tracking and diplomacy over alignment fixes.

Ouster surges 7% on traffic-tech contract win as Datadog slides on profit-taking, SOXX +0.9%

Ouster jumped 7% after Econolite won a major Utah DOT contract deploying BlueCity traffic-sensing technology across 160 new intersections. Semiconductor equipment diverged from a soft broader market, with ASML and Teradyne both adding nearly 4%, while Datadog slid on profit-taking despite a strong Q2 beat.

AI Stock Picks Today: PLTR, NOW, CRM Trade Ideas for July 29, 2026

Eight short-term AI stock trade ideas for July 29, 2026: Palantir long pre-earnings (conviction 8/10, target $155), ServiceNow and Salesforce enterprise AI momentum, AMD short on guidance miss, plus PLTR calls and SOXX puts. Entry, stop, and target levels for all ideas.

AI Stock Picks Today: PLTR, NOW, NVDA Trade Ideas - July 28, 2026

Top AI stock trade ideas for July 28, 2026: Palantir long ahead of Aug 3 earnings (conviction 8/10), ServiceNow long on post-earnings momentum, NVIDIA short on circular-financing fears and chip rout. 10 setups with entry, stop, and target levels.

CrowdStrike and Meta lead AI software surge as Bank of America's bubble call hammers semiconductor stocks, SOXX -6.4%

CrowdStrike surged 10.2% on a Wells Fargo upgrade and stock split confirmation while Meta jumped 8.8% on cloud monetization plans; Bank of America's bubble risk warning sent chip equipment stocks down as much as 10%, with SOXX losing 6.4% on the first trading day of the second half of 2026.

ARM Holdings and chip-equipment stocks lead global semiconductor rout on South Korea market crash and rate fears, SOXX -7.88%

ARM Holdings plc tumbled 10.1% Monday as South Korea's KOSPI collapse and a Bank of America rate-hike warning triggered the AI semiconductor sector's sharpest single-session rout in months. SOXX fell 7.88% while enterprise software names ServiceNow, Cloudflare, and Salesforce posted gains of 2-3%.

Lam Research and Intel surge on BofA upgrades as chip equipment recovery accelerates, SOXX +8.4%

Lam Research jumped 12.7% and Intel gained 9.3% as Bank of America upgrades and improving wafer-fab spending forecasts drove the SOXX semiconductor ETF up 8.4%, its best single-session gain in weeks. Oracle fell 8.5% despite a Q4 earnings beat as investors fixated on mounting capital expenditure commitments.

Intel jumps 11% as Google names it AI chip manufacturer; ASML surges on Musk Terafab catalyst, SOXX +5.9%

Intel Corp. surged 11% after Google committed to contracting it for 3 million AI chips, while ASML Holding jumped 6.5% ahead of Elon Musk's appearance at its Terafab conference. The SOXX semiconductor ETF gained 5.9% as chip stocks staged their sharpest single-day rebound of June.

ASML Raises 2026 Sales Forecast Amid Strong Demand

Tammy Qiu of Berenberg discusses ASML's raised 2026 sales forecast, driven by AI and memory demand, and the company's capacity to meet global chip manufacturing needs.

Mistral AI's Strategic Funding Fuels Vertical AI Ambition

Mistral AI Secures €1.7B Series C for AI Frontier Research

Mistral AI secured €1.7 billion in Series C funding, led by leading semiconductor equipment manufacturer ASML Holding NV.

Mistral AI Secures €1.7B Series C for AI Frontier Research

Mistral AI secured €1.7 billion in Series C funding, led by ASML Holding NV. This round valued the company at €11.7 billion post-money. The capital will accelerate frontier AI research and develop custom decentralized AI solutions.