Why Microsoft, ASML, and TSMC Stocks All Just Popped

Motley Fool2023-05-26

What happenedAI news drove big tech stock gains in Thursday trading .Shares of Microsoft are up a respectable 3.85%, while semiconductor manufacturing equipment maker ASML gained 6.25%, and Taiwan ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Danielng
·2023-05-26
It is surely. Qns is how long will this last?
Reply
3
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2338190683?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2023-05-26 09:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2338190683","market":"us","top_or_hot":-1,"title":"Why Microsoft, ASML, and TSMC Stocks All Just Popped","media":"Motley Fool","content":"<div>\n<p>What happenedAI news drove big tech stock gains in Thursday trading .Shares of Microsoft are up a respectable 3.85%, while semiconductor manufacturing equipment maker ASML gained 6.25%, and Taiwan ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/25/why-microsoft-asml-and-tsmc-stocks-all-just-popped/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft, ASML, and TSMC Stocks All Just Popped</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft, ASML, and TSMC Stocks All Just Popped\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/25/why-microsoft-asml-and-tsmc-stocks-all-just-popped/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedAI news drove big tech stock gains in Thursday trading .Shares of Microsoft are up a respectable 3.85%, while semiconductor manufacturing equipment maker ASML gained 6.25%, and Taiwan ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/25/why-microsoft-asml-and-tsmc-stocks-all-just-popped/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"https://www.fool.com/investing/2023/05/25/why-microsoft-asml-and-tsmc-stocks-all-just-popped/","article_id":"2338190683","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2338190683","pubTimestamp":1685065835,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Forget Nvidia. Here are three more stocks benefiting from the AI revolution.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4535":"淡马锡持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","ASML":"阿斯麦","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4543":"AI","BK4550":"红杉资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4504":"桥水持仓","BK4549":"软银资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","MSFT":"微软","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","TSM":"台积电","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4567":"ESG概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4566":"资本集团"},"translate_title":"为什么微软、ASML和台积电的股票都突然暴涨","themeId":"61271cc5ebd041fda5e2f496ea04b60d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1,"MSFT":1,"TSM":0.9},"content_text":"What happenedAI news drove big tech stock gains in Thursday trading .Shares of Microsoft are up a respectable 3.85%, while semiconductor manufacturing equipment maker ASML gained 6.25%, and Taiwan Semiconductor Manufacturing leads the pack higher with a 12% gain.The precise reasons why these stocks are rising may differ -- but artificial intelligence (AI) lies at the root of each rally.So whatLet's begin with Microsoft. As The Fly reports this morning, Microsoft just announced huge month-over-month growth in customers signing up to use its Azure cloud computing service for OpenAI artificial intelligence functions -- from 2,500 customers disclosed on April 25 to 4,500 customers announced at the Microsoft Build 2023 developer conference yesterday, an 80% increase.That makes OpenAI \"the fastest growing service in Azure history,\" and promises to help drive growth at Microsoft going forward. Thus, while most analysts polled by S&P Global Market Intelligence have Microsoft pegged for relatively modest 11.5% earnings growth over the next five years, at least one analyst (Oppenheimer) now predicts sales growth alone will reach the mid-teens by 2025 -- and with the high profit margins at Azure (43.5%), earnings growth could be faster than that.Continuing the AI-equals-growth theme, you may have heard that Nvidia just reported earnings and, while sales did decline 13% in Q1, this was less of a drop than analysts expected. What's more, Nvidia guided investors to expect an immediate turnaround in its business in the second quarter -- sales up 64%, driven by surging demand for chips to support AI functions.Now whatSo great news for Nvidia -- and as you might expect, Nvidia stock is leaping 25% higher today -- but what does it mean for ASML and Taiwan Semiconductor? Why are those two stocks rising today as well?Well, the thing is -- as CNBC points out this morning -- Nvidia is selling a lot of AI chips, but Nvidia doesn't actually make its own chips. Rather, it farms out the manufacturing to Taiwan Semiconductor, which in turn relies upon machines built by ASML to make those chips. Hence, what's good news for Nvidia is logically good news for TSMC and ASML, as well.  That's actually pretty great news for investors because, as of this morning, Nvidia stock is selling for a pricey 219 times earnings, versus a more modest (but still pricey 80 times earnings for TSMC, and an (only relatively) cheap 37 times earnings for ASML.Personally, when I look at nosebleed valuations like these, I can't help wondering if investors are getting a bit irrationally exuberant about the whole AI phenomenon, and the stocks tied to it. But then again, there's that 64% growth at Nvidia to consider.Maybe, just maybe, what we're actually seeing here is just plain, entirely rational exuberance.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9970774284,"gmtCreate":1685075268949,"gmtModify":1685075272884,"author":{"id":"3567242381966976","authorId":"3567242381966976","name":"Danielng","avatar":"https://community-static.tradeup.com/news/5cd5b4aefd2b0994474d489d4d1c2904","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":7,"crmLevelSwitch":1,"idStr":"3567242381966976","authorIdStr":"3567242381966976"},"htmlText":"It is surely. Qns is how long will this last?","listText":"It is surely. Qns is how long will this last?","text":"It is surely. Qns is how long will this last?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970774284","repostId":2338190683,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":33,"commentSize":1,"repostSize":1,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}