ASML's earnings report is among the most important this week; as a company they invest in globally, it matters that ASML's profits beat expectations and that its financial guidance rises, and they expect guidance to increase.
BullishHe framed it in weeks
“Demmert: TSM & ASML Earnings Important to "Sleepy" AI Trade, CPI to Give Fed Relief”
Schwab NetworkPublished Oct 12 · 1 passage
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I've described ASML and Taiwan Semiconductor as the most important earnings reports of the week. Therefore, we consider these profits from Taiwan and ASML, both of which are companies we invest in as global investors, to be extremely important.
It is important that these profits exceed expectations. It is important that financial guidance increases, and we believe it will.
Watchpoints
ASML earnings report: profits exceed expectations and financial guidance increases
What this channel has said about $ASML
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2026-10-12
Now it's time to delve into our featured technical segment. ASML is our technical focus today.
Quote at 00:00 ›2026-10-12BullishThis one
I've described ASML and Taiwan Semiconductor as the most important earnings reports of the week.
2026-09-18Bullish
So, we're not talking about super-large companies; we think they'll do well . But enterprise software that is not tied to hardware or has no network effects, I see as being at risk in the long run, unless it is like "Surface Now," one of our software hubs, where they have software that manages and secures other agents, which I expect will be in high demand. Otherwise, we prefer semiconductor equipment for many reasons, and I believe that the continuation of Moore's Law, with companies like ASML and LAM, will be the primary beneficiary.
Quote at 00:47 ›