Will Alphabet Stock Soar After Oct. 28? History Offers an Answer That’s Strikingly Clear.

Alphabet is scheduled to report Q3 earnings on Oct. 28, 2026. Historical analysis shows the stock advanced in 3 of the past 4 quarters following earnings reports. The company has benefited significantly from AI growth, with Google Cloud revenue up 82%, though heavy capital expenditures ($44 billion in Q2) remain a concern for some investors.

10/22/2026, 3:55 AM • The Motley Fool

ASML Has Incredible News for Nvidia Stock and Micron Stock Investors

ASML's Q3 2026 results show strong demand for semiconductor equipment with AI hardware demand expected to outpace supply through at least 2028. The company sold 113 lithography systems, nearly double year-ago sales, and customers are placing orders for 2029-2030. This positive outlook supports continued growth for Nvidia and Micron, which have recently pulled back and now trade at attractive valuations.

10/21/2026, 2:32 PM • The Motley Fool

ASML vs. Dell Technologies: Which Tech Stock Is a Better Buy in 2026?

The article compares ASML and Dell Technologies as AI infrastructure plays. ASML dominates chip equipment manufacturing with a monopoly on extreme ultraviolet lithography and strong 54% gross margins, trading at a premium valuation (P/E 40.13). Dell provides AI-optimized servers and data center solutions at a lower valuation (P/E 26.79) but faces customer concentration risks and lower margins (19.70%). The author favors ASML due to its superior competitive moat, pricing power, and profitability despite its higher valuation.

10/21/2026, 8:45 AM • The Motley Fool

ASML Just Announced Fantastic News for Investors in AI Stocks

ASML, the sole manufacturer of extreme ultraviolet lithography machines essential for advanced semiconductor production, reported that customers are placing orders extending to 2030 based on strong chip demand visibility. The company's order book indicates supply constraints for 2027-2028, reinforcing that major tech companies' massive AI infrastructure investments are justified by real demand rather than speculation.

10/20/2026, 6:10 PM • The Motley Fool

Apple vs. ASML: Which Tech Stock Is a Better Buy in 2026?

The article compares Apple and ASML as tech investment options for 2026. Apple dominates consumer electronics with $416.2B in revenue and a 26.9% net margin, while ASML controls the semiconductor lithography equipment market with a 29.4% net margin. Despite Apple's historical outperformance, the author favors ASML for future growth potential, citing Apple's massive valuation and maturity versus ASML's stronger industry positioning and growth prospects.

10/20/2026, 7:40 AM • The Motley Fool

Is the AI Trade Cracking? What CoreWeave, Paul Tudor Jones, and ASML Are Telling Us

AI stocks experienced a significant sell-off, with mixed signals from key players. CoreWeave faced issues, Paul Tudor Jones made cautionary comments, and ASML reported earnings. The article examines what these developments mean for the AI investment thesis and discusses the author's response to market movements.

10/19/2026, 1:30 PM • The Motley Fool

This Artificial Intelligence (AI) Stock Is Already Seeing Demand Stretching Into 2030

ASML Holding, a leading manufacturer of lithography machines essential for advanced chip production, reported strong earnings with customers placing orders years in advance through 2030, driven by AI investments. While the stock trades at a high valuation (P/E of 40), analysts argue the premium may be justified given the company's dominant market position and visibility into long-term demand.

10/19/2026, 8:45 AM • The Motley Fool

ASML reports transactions under its current share buyback program

ASML conducted share buyback transactions between October 12-16, 2026, repurchasing approximately 304,367 shares at weighted average prices ranging from €1,444.83 to €1,591.62 per share, totaling approximately €352 million. The company reported strong Q3 2026 results with €11.7 billion in net sales and €5.0 billion net income, with full-year 2026 net sales expected between €44-45 billion and gross margin around 56%.

10/19/2026, 8:00 AM • GlobeNewswire

ASML is the Most Important Company in the AI Ecosystem, and It Just Delivered Record Results. Here’s Where the Stock Will Be in 2028

ASML reported record Q3 2026 results with 56% revenue growth and expanded margins, raising full-year guidance. As the sole manufacturer of EUV lithography machines critical for AI chip production, the company expects demand to outpace supply through 2028. Analysts project the stock could reach $2,827 by 2028 (72% upside) if earnings grow 45% annually, assuming the company maintains its current valuation multiple.

10/18/2026, 12:32 PM • The Motley Fool

As Chip Stocks Sell Off, This Is the Flight-to-Safety Play I Would Choose

Despite semiconductor sector volatility driven by rising capex and interest rates, Taiwan Semiconductor (TSMC) is positioned as a safer AI infrastructure play. The company reported 51% revenue growth and 69% net income growth in Q3 2026, controls 73% of third-party chip manufacturing, and maintains dominant position in advanced chip production. While geopolitical risks exist, TSMC's essential role in AI chip supply and strong earnings growth make it attractive for dollar-cost averaging despite recent sell-offs.

10/17/2026, 2:45 PM • The Motley Fool

Prediction: $1,000 Invested in Taiwan Semi (TSMC) Today Will Be Worth This Much by 2030.

TSMC is positioned for strong growth through 2030, with analysts expecting 46% revenue growth and 66% EPS growth in 2026, followed by 32% and 31% CAGRs respectively through 2028. The article projects a $1,000 investment could grow to over $3,000 by late 2030 if the company meets expectations and trades at 20x forward earnings, driven by AI and cloud infrastructure demand. However, risks include Taiwan-China tensions, costly overseas expansion, and potential AI spending slowdowns.

10/16/2026, 5:05 PM • The Motley Fool

Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production.

ASML, the Dutch semiconductor equipment maker, is identified as the true bottleneck in AI chip production. As the sole producer of high-end EUV lithography systems essential for manufacturing advanced AI chips, ASML has no competitors and significant pricing power. The company expects 35-38% revenue growth for 2026 with expanding EPS, driven by surging demand for its EUV systems from foundries like TSMC, Samsung, and Intel.

10/16/2026, 2:55 PM • The Motley Fool

ASML: 3 Key Takeaways for Long-Term Investors

ASML reported record Q3 2026 net sales of €11.7 billion driven by AI infrastructure investments from chipmakers. The company is accelerating production capacity expansion for EUV and DUV systems beyond initial targets, with demand expected to outpace supply through at least 2028. Management has also secured price increases on critical products that will boost gross margins starting in 2027.

10/16/2026, 1:16 PM • The Motley Fool

ASML Can't Keep Up With 2027 or 2028 Demand. Is It the Best AI Stock to Buy Now?

ASML reported record Q3 2026 results with 11.7 billion euros in revenue and 57.5% gross margins, beating guidance. The semiconductor equipment maker faces supply constraints as demand for AI chip manufacturing equipment outpaces production capacity. Management indicated that even planned 30% production increases for 2027-2028 may be insufficient to meet customer demand, signaling strong pricing power and long-term growth potential in EUV lithography systems.

10/16/2026, 9:30 AM • The Motley Fool

Breakfast News: Week in Review

Tech stocks faced headwinds this week as inflation concerns and rising bond yields pressured AI-related companies like Nvidia and Broadcom. CoreWeave's debt spike to $52 billion with 15% bond yields reignited AI debt bubble fears. Despite strong earnings, TSMC, Johnson & Johnson, and Morgan Stanley all sold off, while JPMorgan rallied on solid lending metrics. Consumer spending signals remain mixed, with JPMorgan seeing strength but Domino's warning of economic headwinds. Rocket Lab delayed Neutron's first flight to 2027 due to manufacturing issues. Valuation concerns persist across tech, with ASML, Atlassian, and Klarna highlighting the importance of entry price.

10/16/2026, 7:30 AM • The Motley Fool