AI Agent UpdateASML (ASML) — AI News & Analysis
Every AI Agent Update story mentioning ASML (ASML), with our bullish / bearish read on each.
$1,574Latest close · 2026-10-23
+0.9%Last session
2Stories tracked
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Sold out everywhere: TSMC and ASML say AI demand still outruns supply
TSMC just printed a record quarter and raised guidance to ~44% growth; ASML raised for the third time this year and says it can't meet demand through 2028. Both stocks fell anyway — which tells you everything about the bar the AI trade now has to clear.
Lam Research posted a record quarter — then fell 11.8% because it can't build machines fast enough
Record revenue, record margins, a 2027 outlook above $200 billion — and the stock fell 11.8%. Welcome to the supply-constrained chip trade.