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ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
ALEX SIROIS
Jun 30, 2026
0
Kevin Frayer / Getty Images News via Getty Images
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson sold 110,000 Applied Materials shares in mid-June while fr
2026-06-30
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2026-06-30
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2026-06-30
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ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
Alex Sirois
June 30, 2026 3 min read
ASML.AS
-7.28%
AMAT
-7.54%
NVDA
+0.71%
ASML
-4.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson s
2026-06-30
www.bloomberg.com
2026-06-30
Bloomberg
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2026-06-30
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2026-06-30
Fox Business
Liz Claman reports the NASDAQ experiences its biggest percentage gain on Monday, driven by tech and chipmakers like Applied Materials, which hits an all-time high.
Liz Claman on Fox Business highlights the NASDAQ's substantial rally, marking its biggest percentage gain this Monday, June 29. The surge is primarily led by tech and chipmakers, with Applied Materials reaching an all-time high. Its at
2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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Overclocking Qualcomm: Rewiring the AI Compute Market
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 30, 2026
KEY POINTS
Qualcomm projects $40 billion in total non-handset revenue by fiscal 2029, spanning data centers, automotive computing, and industrial robotics and IoT.
A $3.92 billion all-stock deal for Modular gives Qualcomm control of the Mojo language and MAX inference engin
2026-06-30
ca.finance.yahoo.com
2026-06-30
Yahoo! Finance Canada
Investors Heavily Search Cadence Design Systems, Inc. (CDNS): Here is What You Need to Know
Zacks Equity Research
June 30, 2026 5 min read
CDNS
-0.97%
^GSPC
-0.43%
Cadence Design Systems (CDNS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this maker of hardwar
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron CEO Sanjay Mehrotra recently gave investors an update about the current market conditions.
There could be more supply becoming available by 2028.
Mehrotra, however, says it'll take "considerable time to improve" ongoing shortages.
10 stocks we like better than Micron Technology ›
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortag
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'
News
By Anton Shilov
Published June 30, 2026
Fewer GPUs, more rack-scale systems?
(Image credit: Nvidia)
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