Point72 Asset Management grew its book 16.2% to $90.68B in Q2 2026 13F, topping holdings include CRDO, SPY puts and ASML.

ASML posts earnings fueled by AI chip demand in CNBC Daily Open report dated July 15, 2026.

According to @StockMKTNewz, ASML has highlighted its advanced extreme ultraviolet (EUV) lithography systems, capable of printing features as small as 13 nanometers. This breakthrough positions ASML as a leader in semiconductor manufacturing, with potential implications for the production of high-performance chips and enhanced trading interest in the company's stock.

According to The Kobeissi Letter, ASML's sales rose 16% year over year in 2025 to a record EUR 32.7 billion. According to The Kobeissi Letter, this marks the 13th consecutive annual increase for ASML. According to The Kobeissi Letter, the company is Europe’s most valuable firm and the sole producer of lithography machines essential for making advanced chips. According to The Kobeissi Letter, these results highlight resilient AI-driven demand across the chipmaking supply chain, reinforcing strength in semiconductor equipment tied to AI workloads.

According to @StockMKTNewz, a new video offers a deep dive on ASML’s lithography machines and how they enable the world’s most advanced semiconductors. According to ASML company materials, ASML is the sole supplier of EUV lithography systems used to manufacture sub-7nm logic at leading foundries including TSMC, Samsung, and Intel, making its tool shipments a direct driver of advanced-node capacity. According to ASML technology disclosures, EUV is essential for the N5/N4 class of processes that underpin cutting-edge CPUs and GPUs, which ties tool availability to downstream chip output. According to ASML and Intel statements, ASML shipped the first High-NA EUV system to Intel in 2023, and ASML positions High-NA (EXE series) to enable future 2nm-class nodes, a catalyst traders watch for node transitions and capital spending cycles at top customers. According to the Netherlands government and ASML company statements, export controls introduced in 2023 and subsequent U.S.-driven license actions in early 2024 restrict certain advanced DUV/EUV shipments to China, creating regional revenue mix risk and order timing volatility. According to Nvidia, the H100 accelerator is built on TSMC’s 4N (5nm-class) process, and according to TSMC technology briefs, the N5/N4 family extensively uses EUV, linking ASML’s EUV throughput to AI GPU supply and high-performance computing buildouts. According to the Ethereum Foundation, Ethereum’s 2022 Merge ended mainstream GPU mining, so any crypto market impact from AI GPU supply is now indirect and largely narrative-driven around blockchain compute rather than direct mining demand.

According to @CNBC, Bank of America named ASML its top semiconductor stock pick heading into 2026, highlighting the firm’s preference within the chip sector for the upcoming cycle, source: CNBC. The report specifies ASML as the leading selection among semiconductor equities for the 2026 timeframe, a data point equity traders can track for sector leadership cues, source: CNBC. CNBC did not provide additional valuation metrics, price targets, or direct cryptocurrency market implications in the report, source: CNBC.

According to @StockMKTNewz, Apple (AAPL), Walmart (WMT), Intel (INTC), ASML (ASML), Warner Bros Discovery (WBD), Amkor (AMKR), Analog Devices (ADI), Applied Materials (AMAT), Arrowhead (ARWR), Barclays (BCS), Bank of Nova Scotia (BNS), Cummins (CMI), Credo (CRDO), and Enersys (ENS) printed new 52-week highs intraday today (Dec 2, 2025). According to the same source, the list spans technology and semiconductors (AAPL, INTC, ASML, ADI, AMAT, CRDO, AMKR), consumer (WMT), media (WBD), financials (BCS, BNS), industrials (CMI), energy storage (ENS), and biotech (ARWR), giving traders a multi-sector roster of breakout stocks to watch. According to the source, no cryptocurrencies were mentioned.

According to @StockMKTNewz, the following stocks printed new 52-week highs intraday today: AAPL, WMT, ASML, GM, AMAT, Barrick Mining (B), MNST, ADI, NU, NUE, AG, ALB, and BKR, as cited in the source X post dated 2025-12-01 (source: X/@StockMKTNewz, 2025-12-01). The breadth of 52-week highs is a classic momentum signal traders track for trend persistence, reinforcing risk-on equity tone when it expands across multiple industries (source: George and Hwang, 52-Week High and Momentum Investing, Journal of Finance, 2004). For crypto, equity risk-on phases matter because Bitcoin’s correlation with U.S. equities rose markedly since 2020, indicating potential co-movement between BTC and stock-market momentum (source: IMF Blog, Crypto Prices Move More in Sync with Stocks, January 2022). This documented co-movement is why many crypto market participants monitor BTC and ETH when mega-cap tech and semiconductor leaders notch fresh highs, using equity breadth as a cross-asset context indicator (source: IMF Blog, Crypto Prices Move More in Sync with Stocks, January 2022).

According to @CNBC, Baillie Gifford said Nvidia is the "Hermes" of the chip industry, source: CNBC. According to @CNBC, Baillie Gifford is doubling down on Taiwan Semiconductor (TSMC) and ASML, source: CNBC. According to @CNBC, this report puts Nvidia (NVDA), TSMC (TSM), and ASML in focus for traders seeking AI semiconductor exposure, source: CNBC.

According to @business, Taiwanese Vice President Hsiao Bi-khim called for greater support and international recognition for Taiwan in rare remarks to a European Parliament group in Brussels, signaling a stepped-up diplomatic outreach to the EU. Source: Bloomberg. Taiwan’s semiconductor dominance makes this engagement market-relevant, with Taiwan-based foundries accounting for the majority of global foundry revenue and TSMC holding roughly 59% market share in 2023, highlighting supply-chain sensitivity to geopolitical developments. Source: TrendForce 2023 foundry market share. Equity traders may watch TSM (NYSE: TSM) and European supplier ASML (AMS: ASML), as ASML identifies TSMC as a key customer in its annual report, tying European chip-capex cycles to Taiwan’s policy and diplomatic posture. Source: ASML Annual Report 2023. For crypto, heightened geopolitical headlines have coincided with stronger co-movements between BTC and equities since 2020, implying potential risk-on/off spillovers to BTC and ETH during macro shocks. Source: International Monetary Fund, 2022 blog Crypto Prices Move More in Sync With Stocks.