The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

Global semiconductor stocks experienced a sharp sell-off triggered by South Korean margin liquidations rather than fundamental deterioration. The KOSPI index dropped 8%, forcing leveraged retail investors to liquidate positions, which cascaded into U.S. tech stocks through ETF redemptions. However, underlying AI infrastructure demand remains intact, presenting potential buying opportunities for patient investors in dominant semiconductor suppliers.

07/08/2026, 1:22 PM • Investing

SK Hynix's $28 Billion Nasdaq Listing Would Be the Second-Biggest Share Sale Ever. Here's What Investors Should Know.

SK Hynix, the world's leading maker of high-bandwidth memory for AI data centers, launched a $28 billion U.S. listing on Nasdaq—the second-largest share sale in history. The South Korean chipmaker will use proceeds to build factories and purchase advanced equipment. Major investors have already indicated interest in $7 billion of the offering. However, the analyst cautions that with the stock up over 200% this year and memory being cyclical, much good news is already priced in.

07/08/2026, 12:07 PM • The Motley Fool

Should You Buy ASML Holding Stock Before July 15?

ASML, the sole manufacturer of extreme ultraviolet lithography (EUV) machines for advanced chipmaking, is positioned for strong Q2 results and potential guidance upgrades due to surging demand for AI chips. The stock has gained 50% in 2026, and with advanced chip node demand projected to grow 16% annually through 2034, analysts remain bullish on long-term earnings despite the stock trading at 48x forward earnings.

07/08/2026, 9:29 AM • The Motley Fool

Why ASML Stock Dropped Today

ASML stock fell 4.6% despite receiving price target hikes from Morgan Stanley and Bernstein SocGen analysts who cited strong AI-driven semiconductor demand. The sell-off was driven by investor concerns over Samsung's plans to build more factories, which could lead to memory chip overproduction. However, the article argues this is a mistake, as increased factory production should benefit ASML by driving demand for its semiconductor manufacturing equipment.

07/07/2026, 3:16 PM • The Motley Fool

This AI Infrastructure Stock May Be Far More Important Than Investors Realize

ASML Holdings, a critical player in advanced chipmaking, sits at the center of the AI infrastructure boom with a highly defensible monopoly. The company's dominance in EUV technology and High-NA capabilities provide a significant geopolitical moat, though investors debate whether current valuations around $1,800 per share reflect the stock's long-term opportunity.

07/06/2026, 7:30 AM • The Motley Fool

NEVIR Dutch IR awards 2026 winners announced

The 19th annual Dutch IR Awards recognized outstanding achievements in investor relations across Dutch listed companies. Shell won AEX Company of the Year, ASML Holding received IR Professional of the Year and Best ESG Engagement awards, while Aalberts won AMX Company of the Year. Other notable winners included Prosus for Best Investor Event and KPN for Best IR Website.

07/03/2026, 6:33 AM • GlobeNewswire

Should You Buy ASML Stock Before the Huge Investor Update?

ASML is scheduled to report quarterly financial results in July, which could significantly impact investors. The article discusses whether investors should buy ASML stock ahead of this major update, as chip companies benefit from the ongoing AI boom.

07/02/2026, 1:17 AM • The Motley Fool

S&P 500 Breadth Shows Rotation Is Replacing Mega-Cap Dependence

Markets showed mixed performance on Q3 opening with the Dow hitting record highs while the Nasdaq declined due to semiconductor weakness. Meta surged 10% after announcing a cloud infrastructure business to monetize excess AI compute, pressuring neocloud competitors. Broader market breadth improved with 64% of S&P 500 names above their 50-day moving average, signaling a rotation from mega-cap dependence toward value and industrial stocks. Labor data showed cooling hiring with ADP reporting 98,000 private payrolls added in June, below expectations, ahead of Thursday's nonfarm payrolls report.

07/01/2026, 3:43 PM • Investing

SpaceX Has Real Value—But These 3 Stocks Have Better Odds Right Now

While SpaceX's $1.3-1.5 trillion valuation is justified by its three business segments (launch, Starlink, and xAI compute), analysts suggest better investment opportunities exist. ASML, Northrop Grumman, and GE Vernova offer more attractive risk-reward profiles in AI infrastructure, space economy, and power generation respectively. Tesla and AST SpaceMobile are viewed as overvalued relative to their growth prospects.

06/29/2026, 12:26 PM • Investing

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