ASML’s Blockbuster Q2 and Capacity Upgrade Shatter the AI Bear Case
Source: Markets Insider · 2026-07-18
The blockbuster Q2 from ASML Holding (ASML) and its recent capacity upgrade shatter the artificial intelligence (AI) bear case, at least as I se...
The blockbuster Q2 from ASML Holding (ASML) and its recent capacity upgrade shatter the artificial intelligence (AI) bear case, at least as I see it. The idea that the hardware boom is narrow and already running out of road is getting difficult to sq... [6047 chars]