ASML reports transactions under its current share buyback program

ASML Holding N.V. reported its share buyback transactions conducted between June 15-19, 2026, under its current buyback program announced on January 28, 2026. The company repurchased approximately 48,335 shares across five trading days at weighted average prices ranging from €1,613.96 to €1,677.07 per share, totaling approximately €79.36 million.

06/22/2026, 8:00 AM • GlobeNewswire

Elon Musk Just Delivered Fantastic News for ASML Stock Investors

Elon Musk addressed ASML employees about the Terafab initiative, a joint venture between Tesla and SpaceX to build a massive semiconductor manufacturing complex with a proposed $55-119 billion investment. This signals strong future demand for ASML's essential EUV lithography machines used in AI chip production, validating the company's strategic importance to both companies' supply chains.

06/16/2026, 4:19 PM • The Motley Fool

Semiconductor Equipment Market Size to Hit USD 329.73 Billion by 2035 | Research by SNS Insider

The global semiconductor equipment market is valued at $138.64 billion in 2025 and is expected to grow to $329.73 billion by 2035, with a CAGR of 9.05%. Growth is driven by rising AI and 5G adoption, government-backed fab investments, and increasing demand across consumer electronics, automotive, and telecommunications sectors. Wafer fabrication equipment dominates the market, while testing equipment and inspection & metrology segments show the fastest growth rates.

06/16/2026, 3:30 AM • GlobeNewswire

Are There Opportunities in Europe’s “Digital Sovereignty”?

Europe is pursuing digital sovereignty by building its own tech infrastructure in AI, semiconductors, and payment systems, creating regulatory challenges for U.S. tech giants like Apple while potentially opening opportunities for infrastructure and equipment suppliers. The discussion also covers elevated market valuations (CAPE ratio at 38) and cash management strategies for investors.

06/15/2026, 5:19 PM • The Motley Fool

ASML reports transactions under its current share buyback program

ASML Holding N.V. reports share buyback transactions conducted between June 8-12, 2026, under its current buyback program announced on January 28, 2026. The company repurchased approximately 51,566 shares across five trading days at weighted average prices ranging from €1,481.52 to €1,601.76 per share, totaling approximately €79.36 million.

06/15/2026, 8:00 AM • GlobeNewswire

3 Under-the-Radar Ways to Play Goldman's $1 Trillion AI Spending 2027 Forecast

Goldman Sachs forecasts AI infrastructure spending could reach $920 billion to $1.4 trillion in 2027, up from $700 billion in 2026. The article identifies three stocks positioned to benefit: Alphabet (with cost advantages via TPUs), Taiwan Semiconductor Manufacturing (TSMC, with manufacturing monopoly), and ASML (sole provider of EUV lithography technology for chip production).

06/14/2026, 9:05 AM • The Motley Fool

SPGM vs IEFA: Which Global Stock ETF Is the Better Buy?

The article compares two global stock ETFs: SPGM (State Street SPDR Portfolio MSCI Global Stock Market ETF) and IEFA (iShares Core MSCI EAFE ETF). SPGM offers broader global exposure including U.S. and emerging markets with superior 5-year returns (28.04% vs 21.55%), while IEFA focuses on developed international markets with a lower expense ratio (0.07% vs 0.09%) and higher dividend yield (3.24% vs 1.67%). The recommendation favors IEFA for investors already holding U.S. equities, citing better diversification and income potential.

06/12/2026, 3:27 PM • The Motley Fool

Billionaire Investor Doubles Down On AI Trade, Adds Chip-Equipment Names

Daniel Loeb's Third Point hedge fund is increasing its AI exposure by acquiring significant positions in chip-equipment makers KLA Corporation, ASML Holding, and Lam Research. All three companies reported strong quarterly earnings that beat expectations, with positive guidance and analyst upgrades, reflecting robust demand driven by AI infrastructure buildout.

06/12/2026, 1:08 PM • Benzinga

S&P 500 Rebound Looks Fragile as Chip Strength Masks Thin Breadth

U.S. equities rebounded Thursday driven by semiconductor strength, with Intel, Applied Materials, and Arm Holdings surging on AI chip demand. However, gains were narrow and fragile, masked by weak breadth as small-caps declined and Oracle tumbled on disappointing cloud revenue guidance. Hot inflation data (4.2% CPI, 6.5% PPI) reinforced expectations for Fed rate hikes, keeping the Russell 2000 under pressure and limiting broader market participation.

06/11/2026, 1:36 PM • Investing

Why ASML Holding Stock Popped Today

ASML stock gained 5.2% after Oracle announced plans to raise an additional $20 billion in cash to fund AI data center expansion. Since Oracle's spending on AI chips will likely drive demand for ASML's chip manufacturing equipment, the news is positive for ASML's revenue and earnings growth prospects.

06/11/2026, 1:34 PM • The Motley Fool

OpenAI Just Filed for an IPO After Anthropic Beat It to the Punch. Here's What That Means for the AI Investing Race.

OpenAI filed for an IPO following Anthropic's confidential IPO filing, marking a shift in AI investment from private to public markets. Both companies are expected to reach ~$1 trillion valuations. The IPOs will bring greater transparency, enable retail investor access, and broaden AI investment opportunities beyond infrastructure plays to direct generative AI model investments.

06/09/2026, 1:27 PM • The Motley Fool

Is VEA the Smartest Investment You Can Make Right Now?

The article argues that while S&P 500 ETFs remain a solid investment, the Vanguard FTSE Developed Markets ETF (VEA) may be a smarter choice currently. International developed markets have outperformed U.S. stocks over the past 12-18 months, with VEA up 15% year-to-date versus VOO's 10%. Wall Street experts, including Vanguard, Charles Schwab, and Goldman Sachs, expect international stocks to outperform U.S. large caps over the next decade due to overvalued U.S. valuations, a weakening dollar, and the broadening of AI into international markets.

06/07/2026, 2:23 PM • The Motley Fool

S&P 500 Selloff Looks More Like Rotation Than Market Breakdown

A stronger-than-expected May jobs report (172,000 payrolls vs. 80,000-105,000 forecast) triggered a market rotation rather than a broad selloff. The strong labor data pushed Treasury yields to 4.54%, reducing rate-cut expectations and hitting rate-sensitive tech stocks. While the Nasdaq fell 1.13% and semiconductor stocks cratered, the Russell 2000 surged 1.45% as money rotated into cyclicals and small caps. The Dow held near record highs, indicating broadening market participation rather than a systemic breakdown.

06/05/2026, 1:36 PM • Investing

IEFA: Why This Fund Is One of the Best International ETFs

The iShares Core MSCI EAFE ETF (IEFA) is highlighted as one of the best international ETFs, offering diversified exposure to over 2,600 stocks across 16+ developed markets with a low 0.07% expense ratio and 3.30% dividend yield. While it has underperformed the S&P 500 recently, the fund provides valuable portfolio diversification and could serve as a hedge against U.S. market volatility, particularly if tech stocks decline from current valuations.

06/04/2026, 10:30 AM • The Motley Fool

SCHF and SPDW Both Surged 35% in the Last Year. Here's How They're Different.

Two low-cost international ETFs, SCHF and SPDW, both surged 35% in the past year and charge identical 0.03% expense ratios. SCHF holds 1,496 positions with $66.2B in assets, while SPDW offers broader diversification with 2,452 holdings and $40.8B in assets. Both track developed markets outside the U.S. and remain cheaper than U.S. equities despite strong recent performance.

06/03/2026, 8:03 AM • The Motley Fool