ASML Earnings Review: Profits Doubled, but Will Wall Street Wait Until 2027? $ASML Holding NV(ASML)$   delivered strong Q3 2026 results, with revenue jumping 55% YoY and net profit more than doubling. The company also raised its full-year guidance for the third time this year, reinforcing confidence in the AI-driven semiconductor equipment cycle. However, investment gains boosted reported profits, while the equipment revenue mix deserves closer scrutiny. More importantly, investors may have to wait until June 2027 for an updated long-term financial outlook, even as demand threatens to exceed ASML's planned capacity through 2028. Core Financial Indicators – Q3 revenue reached €11.66 billion, up 55% YoY and 2

The indices: barely moved, but chips and memory went in opposite directions The three indices were nearly flat on Tuesday: the $S&P 500(.SPX)$ fell 0.02 per cent to 7,805.45; the $NASDAQ(.IXIC)$ fell 0.15 per cent to 27,204.38; and the $Dow Jones(.DJI)$ fell 0.35 per cent to 51,670.10. The 10-year Treasury yield eased from 5.24 per cent to 5.22 per cent. The compute chips that had been falling since last Thursday bounced: $NVIDIA(NVDA)$ rose 0.97 per cent to US$228.52 and AMD rose 1.90 per cent to US$605.53, with the specific AMD driver in the next sect

Semiconductor stocks have just endured another uncomfortable reset. Memory names have fallen sharply. Asian chip stocks sold off again. Concerns around China's semiconductor progress have returned. Meanwhile, investors are increasingly questioning whether the enormous AI capex cycle can continue at the same pace. Now ASML reports. For me, this is one of the most important semiconductor reports of the quarter. Not because ASML tells us what happened during the last three months. It can tell us what the world's biggest chipmakers expect to need 12 to 18 months from now. That makes ASML's order book more important than the headline EPS number. The Number I Care About Most: Bookings ASML sits unusually far upstream. TSMC, Samsung, Intel, SK Hynix and Micron cannot simply decide to produce subs

Semiconductor giants $Taiwan Semiconductor Manufacturing(TSM)$ TSMC and $ASML Holding NV(ASML)$ ASML release their Q3 earnings, market attention focuses on whether corporate AI capital expenditure (Capex) remains structurally durable. In this article, we would like to share how investors can look out for the signals that TSMC and ASML earnings is giving for the AI Capex reality check. 1. Macro Backdrop: The Global AI Capex Expansion The technology sector’s multi-year rally has been underwritten by an unprecedented surge in capital spending among hyperscale cloud providers (Microsoft, Alphabet, Amazon, and Meta). Total AI-related Capex is projected to surpass $200 billion annually as tech leaders compete to

ASML has delivered strong Q3 numbers. But the real test for semiconductor investors isn’t just who beats earnings estimates. It’s whether today’s AI spending boom can support tomorrow’s growth. Here’s what the latest results tell us. 📊 1. ASML: Demand is running ahead of capacity ASML reported Q3 revenue of €11.7 billion and net income of €5.0 billion. It expects Q4 revenue of €14.2–€15.2 billion and full-year 2026 revenue of €44–€45 billion. More importantly, management says customer demand forecasts continue to rise, with some customers discussing orders for 2029 and 2030. ASML also expects its currently planned supply for 2027 and 2028 to fall short of demand. That signals strong demand visibility — but future customer interest is not the same as confirmed orders.  🔍 2. TSMC: Can deman

The real question isn’t how many chips the world needs today. It’s how much money chipmakers are willing to spend to meet tomorrow’s demand. ASML reports today, followed by TSMC on October 15. Together, their results could offer important clues about the next phase of the semiconductor cycle. Here’s what I’m watching. 🔍 1. ASML’s Order Book: Is the Spending Still There? ASML supplies the advanced lithography equipment needed to manufacture the world’s most sophisticated chips. New orders and management’s outlook will help show whether chipmakers remain confident enough to invest in additional production capacity. Strong demand for AI chips is encouraging, but equipment orders will reveal whether that demand is translating into actual spending commitments. 📦 2. TSMC’s Advanced Packaging: A

I vote Flat for Thursday close. Reason is simple — Q3 already leaked. Revenue up 50% to 1.49T, profit up 65% to 746B, 6th record quarter. Market knows already. TSM ADR now $445, up a lot this year. So Oct 15 earnings likely beat, but stock may not shoot 10% unless Q4 guidance super bullish. AI demand still main driver, but a lot priced in already. For me i hold long term, short term maybe flat to small green 2-3%. If dip i will add. Not financial advice, just sharing.

The indices: the Dow outran the Nasdaq for the third session in a row All three indices split again on Monday: the $Dow Jones(.DJI)$ rose 0.38 per cent to 51,850.55; the $S&P 500(.SPX)$ fell 0.06 per cent to 7,807.24, essentially flat; and the $NASDAQ(.IXIC)$ fell 0.44 per cent to 27,245.90. The 10-year Treasury yield stayed at 5.24 per cent, unchanged from Friday. Monday was the third consecutive session in which the Dow outperformed the Nasdaq. Nvidia fell 1.29 per cent to US$226.32 and AMD fell 2.28 per cent to US$594.24, extending the declines that began last Thursday on the OpenAI revenue report. Memory st

I see Chinese competition as the greater long-term risk. AI funding constraints are serious, but they are ultimately cyclical. If returns on AI infrastructure improve or financing conditions ease, spending can accelerate again. Chinese memory capacity is different. Once CXMT achieves competitive yields and scale, that supply does not simply disappear when the cycle turns. It could create persistent pricing pressure, particularly in conventional DRAM, and reduce the scarcity value enjoyed by incumbent producers. HBM and leading-edge products provide some protection because technology, yields and customer qualification remain substantial barriers. But over time, Chinese competitors can climb that ladder too. So I would frame it this way: AI funding determines how strong the next demand cycl

Two semiconductor giants. Two earnings reports. One question hanging over the AI trade: How much more growth can the market realistically expect? $ASML Holding(ASML)$ reports on October 14, followed by $Taiwan Semiconductor Manufacturing(TSM)$ on October 15. Both are crucial to understanding whether AI infrastructure spending can continue supporting semiconductor growth.  But I’m watching more than whether they beat earnings estimates. 🔬 1. ASML: Are chipmakers still willing to spend? ASML makes the advanced lithography equipment required to manufacture cutting-edge semiconductors. Its extreme ultraviolet (EUV) systems are particularly important for producing advanced chips. In July, ASML raised its 2026 revenue outlook to €43 billion–€45 billion and said customer demand remained strong.

🌟🌟🌟I believe that $Taiwan Semiconductor Manufacturing(TSM)$ is likely to close Green, 5% to 10% post earnings.  Why?  TSMC has officially posted a record shattering Q3 revenue of NTD 1.49 trillion (USD 46.71 billion) on October 8.  This represents a mind boggling 50% year on year increase.  It also completely cleared the upper ceiling of TSMC's own Q3 guidance bracket of USD 44.6 billion to USD 45.8 billion. Net profit is projected to expand by 65%.  This sheer financial dominance provides a rock solid floor that prevents the stock from turning flat or red. Morgan Stanley is predicting that TSMC's management will lift its full year 2026 revenue guidance up to the low to mid 40% range.  This sends a clear message that

I am bullish on $Taiwan Semiconductor Manufacturing(TSM)$ TSMC’s long-term outlook, supported by strong AI chip demand from $NVIDIA(NVDA)$ , $Apple(AAPL)$ and other major customers. The impressive revenue growth shows that AI infrastructure spending remains a powerful growth driver. For the post-earnings move, my guess is flat (-5% to +5%). Even if TSMC delivers strong results, the market may have already priced in much of the good news, especially with sentiment around AI stocks becoming more cautious. I will be watching management’s guidance on 2026 growth, 2nm production

My Vote: Green (5% to 10%) TSMC’s Q3 revenue surged 50% year over year, but Thursday’s reaction will depend more on forward guidance than record earnings. AI demand remains strong, yet investors increasingly question whether massive AI investments can generate sustainable returns. I’ll watch 2027 demand, CoWoS capacity, and whether 2nm expansion pressures margins. My base case is a 5%–10% gain if management raises its growth outlook while protecting profitability. However, even excellent results could trigger profit-taking if expectations are already excessive. The real question isn't whether TSMC is growing, but whether future profits can exceed market expectations. In this market, beating estimates may not be enough; management must convince investors that AI growth remains sustainable.

TSM close after Thursday Earnigs - Expect Green 5-10%. However, other macro economic conditions and broader sector sentiment may drag to flat region.

its a sure increase. but may start by 5% forst and grow over weeks

500$ post earning easily