$ASML

edgewood opens a position in ASML and NOW

By Toby Sterling AMSTERDAM (Reuters) -ASML Holding NV, a key supplier to computer chip makers, reported on Wednesday first-quarter sales of 3.5 billion euros ($3.8 billion) and net income of 695 million euros, slightly ahead of expectations. Bookings remain strong as customers race to increase capacity amid a global semiconductor shortage, said ASML, which is Europe's largest technology company by market capitalisation, at 226 billion euros. "We are working very, very hard to navigate all the supply chain issues that everyone is dealing with," chief financial officer Roger Dassen said in a statement. The company forecast second quarter sales of 5.1-5.3 billion euros and left a forecast for full year sales growth of 20% unchanged. Net bookings in the quarter were 7 billion euros. ASML is the dominant maker of lithography systems, and its machines are used to create the circuitry of most computer chips. Analysts had forecast net income of 621 million euros on revenue of 3.44 billion, according to Refinitiv data. In January, ASML forecast first-quarter sales of 3.3-3.5 billion euros. [L1N2TZ0CK] Dassen said full year gross margins might be closer to 52%, rather than the 53% the company forecast in January, in part due to rising labour, transport, energy and cost increases. ASML, which expects to catch up with its current order backlog only sometime in 2024, is taking steps to cut delivery times and increase productivity of its tools, even as it tries to expand production. Not included in first quarter sales were equipment worth about 2 billion euros that customers asked to have shipped immediately, before it was fully tested. Those deliveries cannot yet be booked as sales, but ASML expects to recognise that revenue over the coming quarters. Dassen said the company had received "multiple" orders for its next generation "EUV High NA" machine, which is still being developed. For the first time, there were makers of memory chips among such clients, he added. ASML's biggest customers are TSMC, Samsung (KS:005930) and Intel (NASDAQ:INTC), though memory chip makers SK Hynix and Micron (NASDAQ:MU) and all major chipmakers are also customers. The company has forecast average annual sales growth of 11% through 2030 as part of a structural increase in chip demand. Shares closed at 561.60 euros on Tuesday, down 21% for the year to date, though more than double their price in April 2020. ($1=0.9246 euros)

ASML Q1 earnings beat forecasts slightly, bookings seen strong

+Initiations 1/12: $AAP $ABBV $ASML $AZO $BGNE $CCB $COST $DLTR $FITB $FIVE $FNWD $FVRR $FWRG $GNTA $HBAN $HD $HTZ $IFF $KEY $LOW $MTB $MTCH $ORLY $RGF $RIOT $SSU $STM $TGT $TSCO $UPWK

By Geoffrey Smith Investing.com -- U.S. stock markets started the week with a fresh lurch to the downside as fears about rising interest rates and weaker corporate profits combined to unsettle investors. By 9:40 AM ET (1440 GMT), the Dow Jones Industrial Average was down 282 points, or 0.8%, at 35,949 points, while the S&P 500 was down 1.3% and the Nasdaq Composite was down 1.9%. Fear of inflation - and of an aggressive tightening of policy by the Federal Reserve to stop it - was primarily responsible for the move. Having had the weekend to digest an employment report that showed inflationary pressures continuing to build up in the form of higher wages and a rapidly-evaporating pool of spare labor. Analysts at Goldman Sachs revised their forecasts in response to say that they now expect the Fed to raise rates four times this year, and to start selling down its massive portfolio of bonds as early as July. In addition, there were signs of sustained supply chain issues eating into corporate profits, as yogawear maker Lululemon Athletica Inc (NASDAQ:LULU) said its holiday season sales had disappointed. Lululemon stock fell 4% to its lowest since June. However, it remains firmly in the category of companies most at risk from the rising interest rate trends. The stock was still trading at 53 times trailing earnings at Friday's close, despite already coming off its peak by more than 25%. The most eye-catching move of the morning was driven by M&A news. Zynga (NASDAQ:ZNGA) stock soared by 48% after agreeing to be bought by fellow games publisher Take-Two Interactive Software (NASDAQ:TTWO) in a cash and stock deal valuing the mobile games developer at $12.7 billion. The stock element of the deal weighed heavily on Take-Two's stock price, pushing it down by some 12.7%. Another stock under pressure was Coinbase, which suffered by association with the continuing selloff in the cryptocurrencies that generate its revenue. With Bitcoin prices briefly falling below $40,000 for the first time in over four months, Coinbase Global (NASDAQ:COIN) stock fell 6.4%. to its lowest since July. Tesla (NASDAQ:TSLA) stock also broke through a psychological support level, falling 3.3% to trade below $1,000 for the first time this year despite being named by Goldman analysts as their top pick for the coming year. Cathie Wood's ARK Innovation ETF (NYSE:ARKK), whose outsize bets on growth stocks such as Tesla generated hefty outperformance during the early stages of the pandemic rally, meanwhile continued its recent underperformance. It lost another 4.6% to trade at its lowest since July 2020. Elsewhere, Tilray (NASDAQ:TLRY) stock rose 19% after the cannabis company reported a surprise profit for the latest quarter. Moderna (NASDAQ:MRNA) stock was another to defy the general selling, rising 0.2% after raising its sales forecast for 2022 by nearly 10%, while Taiwan Semiconductor Manufacturing (NYSE:TSM) stock rose 1.2% after the chipmaker reported another record-breaking month for sales in December. Going in the other direction was ASML (NASDAQ:ASML) stock, falling 5.7% after the Dutch-based lithographer suffered a fire at one of its manufacturing plants in Europe. It's not clear whether the first will disrupt production of its high-margin equipment for making microprocessors.

+Initiations 12/20: $ASML $AYLA $BCDA $BEAT $CCB $CMPX $CNNE $CRWD $CTOS $EDSA $ETNB $FNV $NOK $PRPH $SOFI $STM . -Initiations 12/20:

=========================== Stocks Trend Alert: Strong DOWN trend STOCK: $ASML. Last hour ADX is 25.9 Strong DOWN trend STOCK: $CPRT. Last hour ADX is 27.51 Strong DOWN trend STOCK: $EBAY. Last hour ADX is 26.54 Strong DOWN trend STOCK: $GILD. Last hour ADX is 26.14 Strong DOWN trend STOCK: $GOOG. Last hour ADX is 25.19 Strong DOWN trend STOCK: $MDLZ. Last hour ADX is 27.04 Strong DOWN trend STOCK: $REGN. Last hour ADX is 25.78 Strong DOWN trend STOCK: $SNPS. Last hour ADX is 33.58 Strong DOWN trend STOCK: $VRSN. Last hour ADX is 28.15 ===========================

=========================== Stocks Trend Alert: Strong DOWN trend STOCK: $ASML. Last hour ADX is 25.9 Strong DOWN trend STOCK: $CPRT. Last hour ADX is 27.51 Strong DOWN trend STOCK: $GILD. Last hour ADX is 26.14 Strong DOWN trend STOCK: $GOOG. Last hour ADX is 25.19 Strong DOWN trend STOCK: $MDLZ. Last hour ADX is 27.04 Strong DOWN trend STOCK: $REGN. Last hour ADX is 25.78 Strong DOWN trend STOCK: $SNPS. Last hour ADX is 33.58 Strong DOWN trend STOCK: $VRSN. Last hour ADX is 28.15 ===========================

=========================== Stocks Trend Alert: Strong DOWN trend STOCK: $ASML. Last hour ADX is 25.9 Strong DOWN trend STOCK: $CPRT. Last hour ADX is 27.51 Strong DOWN trend STOCK: $GILD. Last hour ADX is 26.14 Strong DOWN trend STOCK: $GOOG. Last hour ADX is 25.19 Strong DOWN trend STOCK: $MDLZ. Last hour ADX is 27.04 Strong DOWN trend STOCK: $REGN. Last hour ADX is 25.78 Strong DOWN trend STOCK: $SNPS. Last hour ADX is 33.58 Strong DOWN trend STOCK: $VRSN. Last hour ADX is 28.15 ===========================

Oh ja, ASML warte ich schon ewig auf eine Möglichkeit einzusteigen... 👌🏼 > @Bhwe87 said: Jipp da sind einige mit riesen abschlag schon dabei... Es hängt alles an den big 4 und die sind die sichere bank... Hoffe ja immer noch auf n 50% drop bei apple 😂... Paypal ist auf der WL, ASML holding auch... Am we mal bei den koreanern in den index reinschauen da sind auch ein paar Perlen

Jipp da sind einige mit riesen abschlag schon dabei... Es hängt alles an den big 4 und die sind die sichere bank... Hoffe ja immer noch auf n 50% drop bei apple 😂... Paypal ist auf der WL, ASML holding auch... Am we mal bei den koreanern in den index reinschauen da sind auch ein paar Perlen

UK Market Finished mixed yesterday, as losses in mining stocks were offset by gains in consumer staple stocks. Trustpilot declined 12.8%, after its shareholders sold around 41 million shares at 345.0p. Hammerson dropped 4.1%, even though the company reported an improvement in its fourth quarter rent collection. Rio Tinto fell 3.3%. The miner raised its capital spending plans for next year and announced a $7.5 billion plan to reduce carbon emissions by 50% by 2030. Crest Nicholson Holdings slid 0.1%. The housebuilder raised its growth targets. On the other hand, Deliveroo advanced 3.8%, after the company raised its annual growth forecast. Shaftesbury rose 1.3%, after the property group announced that its footfall and occupancy levels were improving. The FTSE 100 advanced 0.1%, to close at 7,223.1, while the FTSE 250 fell 0.4%, to end at 22,966.7. . Europe Market Closed higher yesterday, amid continued optimism around upbeat corporate earnings results. Nestle advanced 2.7%, after the company reported an increase in its sales for the first nine months of the year and raised its annual guidance for organic sales growth. On the other hand, ASML Holding declined 3.8%, after the chip equipment maker’s third quarter revenue came in below analysts’ expectations. Bachem Holding dropped 2.7%, after the company announced a capital raise of CHF584 million through the placement of 750,000 new shares. Akzo Nobel fell 1.3%, after the paints and coatings maker reported a drop in its third quarter profit. Kering slid 0.6%, amid slower sales growth at its biggest brand, Gucci. The FTSEurofirst 300 index gained 0.3%, to settle at 1,821.2. Among other European markets, the German DAX Xetra slightly rose to settle at 15,522.9, while the French CAC-40 added 0.5%, to close at 6,705.6. . US Market Also closed higher yesterday, amid strong US corporate earnings reports Pinterest rallied 12.8%, following reports that PayPal is in talks to acquire the company. Anthem climbed 7.7%, after the company reported higher than expected revenue and earnings in the third quarter. Ford Motor advanced 4.0%, after a top broker upgraded its rating on the stock to ‘Outperform’ from ‘Neutral’. Abbott Laboratories climbed 3.3%, after the company raised its full-year profit forecast. Bank of New York Mellon added 2.9%, as the company’s third quarter revenue and earnings came in above analysts’ forecast. On the flipside, Novavax plunged 14.8%, after the drugmaker announced that it is facing challenges to meet regulators’ quality standards for its Covid vaccine. The S&P 500 gained 0.4%, to settle at 4,536.2. The DJIA rose 0.4%, to settle at 35,609.3, while the NASDAQ marginally fell to close at 15,121.7. Asia Market Markets in Asia are trading mostly higher this morning. In Japan, Kyowa Kirin and Shiseido have dropped 2.5% and 2.6%, respectively. Meanwhile, Showa Denko and Tosoh have added 1.1% and 1.3%, respectively. In Hong Kong, CNOOC and CK Infrastructure Holdings have advanced 1.2% and 2.1%, respectively. Meanwhile, Hong Kong Exchanges & Clearing and Budweiser Brewing have dropped 1.6% and 2.2%, respectively. In South Korea, Hyundai Doosan Infracore and E Investment & Development have climbed 7.0% and 7.9%, respectively. Meanwhile, Hannong Chemicals and Solus Advanced Materials have declined 6.7% and 7.5%, respectively. The Nikkei 225 index is trading 0.3% lower at 29,161.7. The Hang Seng index is trading 0.1% up at 26,167.9, while the Kospi index is trading 0.2% higher at 3,019.6.

Wednesday, October 20, 2021 Futures Up/Down % Last Dow -6.00 0.02% 35,317 S&P 500 -0.25 0.02% 4,510 Nasdaq 3.50 0.02% 15,401 U.S. equity futures are mostly flat across the board ahead of another busy morning of quarterly earnings, with the recent 5-day winning streak bringing the S&P 500 to within 1% of its September all-time highs with solid corporate earnings offsetting persistent inflation concerns and a jump in Treasury bond yields. The yield on the benchmark 10-year Treasury is at morning lows around 1.63% but falling from overnight highs of 1.67%. Surging energy prices, supply chain disruptions and labor shortages are adding cost and margin pressures to a host of companies this earnings season. In earnings overnight, Netflix (NFLX) is little changed after a quarterly beat while airline UAL rises on a narrower loss. U.S. stocks climbed on Tuesday as large cap companies continued to report strong third-quarter earnings. The S&P 500 index posted its 5th straight day of gains, led by healthcare and technology stocks as the NYFANG posted a record-high close. That said, with 10 of 11 major S&P 500 sectors higher on the day, value actually slightly outperformed growth. The Dow rose 0.57%, the S&P 500 was up 0.74% and the Nasdaq moved up 0.71%. In Asian markets, The Nikkei Index rose 40 points to 29,255, the Shanghai Index slipped a few points to 3,587, and the Hang Seng Index jumped 348 points to 26,136. In Europe, the German DAX is up about 20 points to 15,540, while the FTSE 100 is little changed at 7,220. Market Closing Prices Yesterday The S&P 500 Index gained 33.17 points, or 0.74%, to 4,519.63 The Dow Jones Industrial Average rose 198.70 points, or 0.56%, to 35,457.31 The Nasdaq Composite jumped 107.28 points, or 0.71%, to 15,129.09 The Russell 2000 Index advanced 8.07 points, or 0.36% to 2,275.91 Events Calendar for Today 7:00 AM ET MBA Mortgage Applications Data 10:30 AM ET Weekly DOE Inventory Data Earnings Calendar: Earnings Before the Open: ABT, ANTM, BIIB, BKR, BOKF, CFG, CMA, FCFS, FHN, KNX, LAD, MKTX, MSM, MTB, NDAQ, NEE, NEP, NTRS, TZOO, UNF, VZ, WGO, WSO Earnings After the Close: BANR, CCI, CNS, CSX, CVLG, DFS, EFX, FR, GGG, GL, GSBC, HCCI, HLX, IBM, KALU, KMI, LRCX, LSTR, LVS, MMLP, NVEC, PMF, PFBC, PPG, REXR, RLI, RUSHA, SEIC, SLG, SLM, STL, TBK, TCBI, THC, TSLA, UFPI, UMPQ, VMI, XM Other Key Events: Samsung announces Unpacked 2 event for Wednesday Oct 20th, right after Apple and Google Needham Dispensary Bus Tour: AYRWF, CURLF, GTBIF, VRNOF, in Las Vegas, 10/20 The European Society of Gene and Cell Therapy (ESGCT) Congress 2021 is taking place virtually this year from October 19-22 Needham Virtual Global Access Inaugural Needham Biotech Private Company Virtual 1×1 Forum, 10/19-10/20 Macro Up/Down Last Nymex -0.92 82.04 Brent -0.94 84.14 Gold 8.50 1,780.90 EUR/USD -0.0004 1.1628 JPY/USD 0.09 114.46 10-Year Note +0.006 1.64% World News College enrollments plunged in 2020 to the lowest level since 2007. According to new data released by the U.S. Census Bureau on Tuesday, enrollment in schools dropped by 2.9 million from 2019 to 2020 and colleges by 615,000. Sector News Breakdown Consumer Ford ($F) upgraded to Outperform from Neutral at Credit Suisse and up tgt to $20 from $15 saying has seen a “significant turnaround” at Ford as the company has ended its cycle of quarterly earnings disappointments and its transition to electric vehicles has sharply accelerated Vinco Ventures ($BBIG) slides after the company reported the resignations of Chief Executive Officer Christopher Ferguson and Chief Financial Officer Brett Vroman Uber Technologies ($UBER) files prospectus supplement related to offering of 16.5M shares of common stock by selling stockholders United Airlines ($UAL) 3Q ADJ eps (1.02) vs est. ($1.67) on revs $7.8B vs est. $7.85B, says on track to meet 2022 targets, poised to capitalize on international reopening, says on track to reduce CASM-EX next year below 2019 levels, expects 4Q CASM-EX +12-14% vs 4q19, sees 4Q capacity to be -23% vs 4Q19; says remains on track to achieve long-term financial targets Stride ($LRN) Q1 EPS loss (-0.15) vs. est. loss (-$0.14); Q1 revs $400.2M vs. est. $359.48M; Q1 adj EBITDA $25.5M vs. $39.2M last year; Q1 total enrollment 189.6K, down 5.8% yoy; sees Q2 revs $390M-$400M vs. est. $365M WD-40 ($WDFC) 4Q EPS $0.61 on sales $115.2Mm vs est. $117.5Mm; guides FY EPS $5.24-5.38 below est. $5.76, sees FY sales $522-542Mm vs est. $517.4Mm Energy, Industrials and Materials The American Petroleum Institute (API) shows a build of 3.29M barrels of oil for the week ending October 15, gasoline inventories show a draw of 3.5M barrels, distillate inventories show a draw of 3M barrels and Cushing inventories show a draw of 2.5M barrels. Canadian National ($CNI) Q3 adj EPS C$1.52 as revs rose 5% to C$3.6B; reaffirms 2021 outlook; says on track to achieve strategic plan 2022 targets with operating performance improvements and cost initiatives well underway; qtrly operating ratio of 62.7%, up 2.8 points; said CEO to retire Marten Transport ($MRTN) Q3 EPS $0.26 vs. est. $0.25; Q3 revs $251.3M vs. est. $237.37M Vale ($VALE) said Q3 iron ore production increased 18.1% Q/Q and 0.8% Y/Y to 89.4 M mt, while output of iron ore pellets, a premium product, rose 4.1% Q/Q while falling 2.6% Y/Y to 8.3M mt Financials Citizens Financial ($CFG) Q3 EPS $1.22 vs. est. $1.16; Q3 revs $1.66B vs. est. $1.64B; provision for credit losses a benefit of $33 mln Hancock Whitney (HWC) 3Q EPS $1.46 vs est. $1.29, NII $237.5Mm vs est. $235.7Mm; qtrly pre-provision net revs $134.8Mm Interactive Brokers ($IBKR) Q3 EPS $0.78 vs. est. $0.75; Q3 revs $650M vs. est. $640.87M; Q3 customer accounts increased 57% from the year-ago quarter to 1.54M as customer equity grew 52% YoY to $353.8B; total DARTs increased 24% YoY to 2.26M and cleared DARTs increased 24% from the year-ago quarter to 2.02M United Community Bank ($UCBI) Q3 EPS $0.82 vs. est. $0.66; return on assets (ROA) was 1.48% and its return on common equity was 14.3% for the quarter; quarter benefited from an allowance release of $11.0 million, reflecting continued improvement in economic conditions and forecasts; Total loans decreased by $200 million during the quarter Wintrust Financial ($WTFC) Q3 EPS $1.77 vs. est. $1.52; Total deposits increased by $1.1 billion, including a $459 million increase in non-interest-bearing deposits; net interest income increased by $7.9 million as compared to Q2 Stronghold Digital Mining ($SDIG)69M share IPO priced at $19.00 Healthcare Novavax ($NVAX) slides around -20% on reports the company is facing production delays as the methods it used to test the purity of its COVID-19 vaccine have fallen short of U.S. regulators’ standards, Politico reported on Tuesday. NVAX, in a filing in Aug, said that U.S. govt has asked co to prioritize alignment with FDA on its analytic methods before manufacturing more doses https://politi.co/3FWQAOW Anthem ($ANTM) Q3 adj EPS $6.79 vs. est. $6.37; Q3 revs $35.5B vs. est. $35.3B; raises FY21 adj EPS view to greater than $25.85 vs. est. $25.65 (prior view was greater than $25.50); for FY21, says operating cash flow is now expected to be greater than $6B; Medical enrollment totaled approximately 45.1M members at September 30, 2021, an increase of 2.4M or 5.7% YoY ATI Physical Therapy ($ATIP) cuts FY21 revenue view to $620M-$630M from $640M-$670M (est. $652.72M) and cuts FY21 adjusted EBITDA view to $40M-$44M from $60M-$70M due to lower-than-expected patient volume Akero (AKRO) receives FDA fast track designation for Efruxifermin for the treatment of NASH Context Therapeutics (CNTX) 5M share IPO priced at $5.00 Technology, Media & Telecom Netflix ($NFLX) 3Q EPS $3.19 vs est. $2.56 on revs $7.5Mm vs est. $7.48Mm, net adds 4.38Mm vs est. 4Mm; sees 4Q net adds 8.5Mm vs est. 8.3Mm, sees 4Q revs $7.71Mm vs est. $7.68Mm, sees 4Q op margin about 6.5%; guides FF positive on annual basis in 2022 and beyond; said it believes no longer needs to raise external financing to fund day-to-day ops Omnicom ($OMC) Q3 EPS $1.65 vs. est. $1.37; Q3 revs $3.435B vs. est. $3.44B; Q3 operating margin increased to 15.8% compared to 15.6% same period last year; qtrly increase in revenue from organic growth of 11.5%; says global economic conditions may continue to be volatile as long as covid-19 remains, which could negatively impact clients’ spending plans ASML Holding NV ($ASML) reported a Q3 profit rise of 64%, beating analysts’ consensus, and said that demand continues to be high; net profit for the quarter ended Oct. 3 rose to 1.74 billion euros ($2.02 billion) compared consensus of EUR1.63 billion; net sales for the quarter were EUR5.24 billion compared with guidance of between EUR5.2 billion and EUR5.4 billion Samsung ($SSNLF) and Intel ($INTC) are both seeking to win orders for Apple’s ($AAPL) in-house developed Mac processors, but industry sources believe TSMC (TSM) will remain the sole supplier for the next-generation Mac series – Digitimes Facebook ($FB) is set to announce a rebranding that could see the creation of a newly-named parent company — in the sprit of Alphabet and Google — that sits atop its network of social media and communications apps. – The Verge reports

By Hideyuki Sano TOKYO (Reuters) - Asian shares advanced on Wednesday and U.S. long-dated bond yields edged up to a five-month high on rising optimism about the global economy and corporate earnings, while the yen slipped to a four-year low on the dollar. European stocks are expected to trade steady to slightly lower. Euro Stoxx futures were down 0.2% and Britain's FTSE futures was almost flat. MSCI's broadest index of Asia-Pacific shares outside Japan arose 0.65%, led by 1.3% gains in Hong Kong, while Japan's Nikkei was almost flat and so were mainland Chinese shares, weighed down by more weak data on the property sector. "Earlier this month, stagflation was the buzzword on Wall Street. But now excessive pessimism is receding, especially after strong U.S. retail sales data on Friday," said Norihiro Fujito, chief investment strategist at Mitsubishi UFJ (NYSE:MUFG) Morgan Stanley (NYSE:MS) Securities. In New York, the benchmark S&P 500 index gained 0.74% to finish just 0.4% below its early September record close while the CBOE market volatility index fell 0.6 point after earlier hitting 15.57, its lowest level since mid-August. "Tech shares and other high-growth shares that would have been sold on rising bond yields are rallying, which clearly shows that there is now strong optimism on upcoming earnings," Fujito said. Earning reports will be in full swings in many countries over coming weeks. Dutch chip-making machine maker ASML Holdings and Tesla (NASDAQ:TSLA) are among those that will release results later on Wednesday. The positive mood saw U.S. bond yields rising further, with the 10-year U.S. Treasuries yield climbing to as high as 1.673%, a level last seen in May, at one point. It last stood at 1.650%. Shorter yields dipped, however, with the two-year yield slipping to 0.395% from Monday's peak of 0.448% as traders took profits for now from bets that the U.S. Federal Reserve will turn hawkish at its upcoming policy meeting in early November. Investors expect the Fed to announce tapering of its bond buying and money markets futures are pricing in one rate hike later next year. "The Fed is likely to become more hawkish, probably tweaking its language on its assessment that inflation will be transient. While the Fed will maintain tapering is not linked to a future rate hike, the market will likely try to price in rate hikes and flatten the yield curve," said Naokazu Koshimizu, senior strategist at Nomura Securities. In the currency market, rising U.S. yields helped to boost the U.S. dollar to a four-year high against the yen of 114.695. In addition to U.S. yields, the yen was dented by expectations of a wider trade deficit in Japan due to rising oil prices and on views the Bank of Japan will stick to loose monetary policy even as other central banks move to tighten their policies. The Chinese yuan held firm, trading at 6.3760 per dollar in the offshore trade, near Tuesday's 4-1/2-month high of 6.3685. The currency was helped by improving sentiment after China's central bank said spillover effects from China Evergrande Group's debt woes were controllable. Risk-sensitive currencies held firm, with the euro ticking up 0.1% to $1.1643. In cryptocurrencies, bitcoin stood at $63,699, near its all-time peak of $64,895 as the first U.S. bitcoin futures-based exchange-traded fund began trading on Tuesday. Oil prices eased slightly in Asia but held near multi-year peaks as an energy supply crunch persisted across the globe. U.S. crude futures traded at $82.59 per barrel, down 0.45% on the day but near Monday's peak of $83.18, its highest level since 2014. North Sea Brent was off 0.4% at $84.71.[O/R] China's coal futures slumped 8% in early Wednesday trade, a day after they fell 8% to their downward limit in night trading, as the state planner said it was looking at ways to intervene and bring record high prices of the fuel back down to a "reasonable range".

decided to start building long term positions in asml and activision

well if they do you can always sell ASML or GOOG

+Initiations 10/15: $ADSK $ARBE $ASML $ENIC $GNRC $HUT $KIRK $LFT $MARA $NATR $NOVA $NRDY $RIOT $TER $TRMB $TWNK $UWMC .

UK Markets Closed higher yesterday, supported by gains in banking and healthcare sector stocks. AstraZeneca advanced 4.2%, after the pharmaceutical company announced that its newly acquired Alexion division would acquire the remaining stake in Caelum Biosciences in a deal worth around $500 million. Next rose 3.9%, as the fashion retailer lifted its full year outlook, citing upbeat results in the first half of the year. Anglo American added 1.6%, after a top broker upgraded its rating on the stock to ‘Outperform’ from ‘Sector Perform’. Auction Technology Group edged up 0.5%, after the online auction platform announced that it has secured all antitrust and regulatory clearances for its acquisition of LiveAuctioneers. On the other hand, SSP Group dropped 5.4%, after the company announced that its sales in the latest week were below the pre-pandemic level and forecasted a slow recovery in sales during 2022. The FTSE 100 gained 1.1%, to close at 7,108.2, while the FTSE 250 rose 0.1%, to end at 23,151.0. . European Markets Also closed higher yesterday, amid gains in technology and healthcare sector stocks. ASM International advanced 3.9%, after the company forecasted its order intake in the third quarter to surpass its previous estimate. GEA Group rose 2.1%, after the food industry system supplier introduced its “Mission 26” strategy for the next five years. On the other hand, Air France-KLM dropped 3.5%. The airline operator reported that it is beginning to witness some recovery in business travel on domestic routes, but premium travel remained far below pre-pandemic levels. ASML Holding fell 2.6%, even though the chip equipment maker raised its revenue outlook. The FTSEurofirst 300 index gained 0.7%, to close at 1,760.3. Among other European markets, the German DAX Xetra 30 rose 0.8%, to close at 15,365.3, while the French CAC-40 advanced 0.8%, to settle at 6,560.8. . US Markets Followed Europe closeing mostly higher yesterday, helped by gains in defensive sector stocks. Dollar Tree surged 16.5%, after the discount retailer increased its buyback authorisation by $1.05 billion to $2.5 billion. Lucid Group climbed 7.1%, after the company announced plans to deliver its first electric luxury sedans in late October. AutoNation advanced 5.3%, following a rating upgrade on the stock to ‘Equal Weight’ from ‘Underweight’. Eli Lilly rose 4.0%, after a top broker upgraded its rating on the stock to ‘Buy’ from ‘Neutral’. Netflix added 2.6%, after the company announced the acquisition of videogame maker, Night School Studio. On the other hand, Micron Technology fell 2.0%, after the semiconductor company issued a dismal outlook for the first quarter of 2022.. The S&P 500 gained 0.2%, to settle at 4,359.5. The DJIA rose 0.3% to settle at 34,390.7, while the NASDAQ dropped 0.2%, to close at 14,512.4. . Asian Markets Were trading lower this morning. In Japan, Toyota Motor and Toho Zinc have dropped 3.0% and 4.9%, respectively. Meanwhile, Marui Group and Fast Retailing have advanced 1.4% and 3.0%, respectively. In Hong Kong, Tencent Holdings and Xiaomi have fallen 2.0% and 3.2%, respectively. Meanwhile, Alibaba Health Information Technology and Country Garden Services Holdings have risen 1.1% and 3.3%, respectively. In South Korea, Dayou Plus and INFAC have climbed 17.0% and 20.6%, respectively. Meanwhile, BK Tops and SKC have declined 8.7% and 12.1%, respectively. The Nikkei 225 index is trading 0.4% lower at 29,439.4. The Hang Seng index is trading 1.0% down at 24,416.7, while the Kospi index is trading 0.3% higher at 3,070.9

https://www.cnbc.com/2021/09/29/asml-predicts-sales-boom-as-demand-for-chip-making-machines-surges.html

Wednesday, September 29, 2021 Futures Up/Down % Last Dow 191.00 0.56% 34,366 S&P 500 30.25 0.69% 4,373 Nasdaq 134.50 0.91% 14,899 U.S. stock futures are looking higher, bouncing after the S&P posted its worst drop in months, as Treasury yields ease back below 1.5% for the 10-year and markets remain hopeful that negotiations tied to the debt ceiling and the infrastructure take a turn for the better. The S&P 500 500 suffered the biggest one-day percentage drop since May 12 and the Nasdaq Composite closes with biggest one-day percentage drop since March 18 as all three major U.S. stock indexes slid nearly 2% or more, with interest rate sensitive tech and tech-adjacent stocks weighing heaviest as investors lost their risk appetite. Rising Treasury yields and deepening inflation concerns dampened risk appetite particularly pressuring growth stocks, along with rising fears of Fed asset tapering shortly and the drama in D.C. regarding the debt ceiling deadline and upcoming infrastructure bill vote later this week. Tech getting a bounce after semiconductor ASML raised guidance overnight, while MU slips after guiding next quarter results below analyst views. The 10-year yield at overnight lows, dropping below 1.5% (off highs of 1.56%), giving a boost to Nasdaq Futures up nearly 1%. European equities trade well, bouncing after Tuesday’s sell-off so far as the Stoxx 600 adds as much as 1.1% (after falling 2% Tuesday). The Nikkei Index tumbled -639 points (2.12%) to 29,544, the Shanghai Index fell -65 points (1.83%) to 3,536 and the Hang Seng Index gained 163 points to 24,663. In Europe, the German DAX is up 165 points to 15,410, while the FTSE 100 rises 60 points to 7,090. All eyes remain on Washington with a vote on the infrastructure packing set for tomorrow, that holds the fate of the debt ceiling in it as well (for now). Market Closing Prices Yesterday The S&P 500 Index plunged -90.48 points, or 2.04%, to 4,352.63 The Dow Jones Industrial Average fell -569.38 points, or 1.63%, to 34,299.99 The Nasdaq Composite sunk -423.29 points, or 2.83%, to 14,546.68 The Russell 2000 Index declined -51.23 points, or 2.25% to 2,229.78 Events Calendar for Today 7:00 AM ET MBA Mortgage Applications Data 10:00 AM ET Pending Home Sales MoM for Aug 10:30 AM ET Weekly DOE Inventory Data Earnings Calendar: Earnings Before the Open: CTAS, EPAC, JBL, WOR Earnings After the Close: LNDC, MLHR Other Key Events: China Caixin PMI Sept-Final China’s NBS Manufacturing PMI for Sept BTIG Inaugural Cannabis Conference (virtual), 9/29 Cantor Global Healthcare Conference (virtual), 9/27-9/30 North American Spine Society Annual Meeting, in Boston 9/29-10/2 Wolfe Utilities & Midstream Conference 2021, 9/28-9/31 Macro Up/Down Last Nymex -0.50 74.79 Brent -0.51 78.58 Gold 10.50 1,744.50 EUR/USD -0.0021 1.1662 JPY/USD -0.17 111.33 10-Year Note -0.037 1.499% World News S. Senate Republicans for a second day in a row blocked a bid by President Joe Biden’s Democrats to head off a potentially crippling U.S. credit default, as partisan tensions rattled an economy recovering from the COVID-19 pandemic. North Korea claims that it tested a newly developed hypersonic missile on Tuesday Germany Aug Import Prices rise +1.4% m/m vs 1.2% consensus; +16.5% y/y vs +16.1% consensus Spain Sep CPI YoY rises +4.0% vs 3.5% consensus and MoM +0.8% vs 0.4% consensus Sector News Breakdown Consumer Cal-Maine ($CALM) Q1 EPS loss (-$0.37) vs. est. loss (-$0.62); Q1 revs $331.7M vs. est. $313.43M; said results were affected by lower conventional egg sale volumes that partially offset a higher average conventional egg selling price; shell egg average selling price increased to $1.24 per dozen in Q1 from $1.08 per dozen YoY; said will not pay a dividend in Q1; 1Q gross margins reflect higher production costs primarily related to a significant increase in feed costs Conagra Brands ($CAG) upgraded to Neutral from Underperform at Credit Suisse Lucid Group Inc ($LCID) rises after announcing plans to start delivering luxury electric sedans with a Tesla-beating driving range in late-October Energy, Industrials and Materials Sherwin Williams ($SHW) sees Q3 EPS $1.80-$1.90 with items below the consensus est. of $2.03 (includes 20c per share for acquisition-related amortization expense); narrows Q3 consolidated net sales guidance to be flat to down slightly compared to Q3 of FY20; sees FY21 EPS $7.21-$7.41 with items vs. est. $9.21 Vale ($VALE) downgraded to Equal Weight from Overweight at Morgan Stanley The American Petroleum Institute (API) showed a surprise build of 4.12M barrels of oil for the week ending September 24, showed a build of 3.55M barrels, distillate inventories show a build of 2.48M barrels and Cushing inventories show a build of 359K barrels. Reuters reported the United States has reached out to China diplomatically about reducing its purchases of Iranian crude oil, U.S. and European officials said on Tuesday, as Washington seeks to persuade Tehran to resume talks about reviving the 2015 nuclear deal. EQT Corporation (EQT)93M share Spot Secondary priced at $20.00 Non-OPEC crude supply is expected to peak at 48 million barrels a day in 2025, before slipping to 39.3 million barrels a day by 2045, according to the head of OPEC’s energy studies department Financials China Evergrande said on Wednesday it plans to sell a 9.99 billion yuan ($1.5 billion) stake it owns in Shengjing Bank Co Ltd to a state-owned asset management company as it scrambles to raise funds. Healthcare The U.S. Food and Drug Administration (FDA) is leaning toward authorizing half-dose booster shots of the Moderna Inc ($MRNA) COVID-19 vaccine, Bloomberg News reported on Tuesday, citing people familiar with the matter. Eli Lilly ($LLY) upgraded to Buy from Neutral at Citi and raise tgt to $265 from $210 GeoVax ($GOVX) shares rise as enters license agreement with PNP Therapeutics to acquire the exclusive rights to develop and commercialize Gedeptin, a treatment of solid cancer tumors Pfizer ($PFE) is changing up the protocol for its Phase 3 gene therapy trial for Duchenne muscular dystrophy after three patients experienced severe side effects, including muscle weakness, following treatment. Two of the people also developed myocarditis after taking the drug – STAT news reported Technology, Media & Telecom Micron ($MU) shares fell -5%; Q4 EPS $2.42 vs. est. $2.33; Q4 revs $8.27B vs. est. $8.22B; sees Q1 revs $7.65B plus/minus $200M vs. est. $8.57B; sees Q1 EPS $2.00 plus/minus $0.10 vs. est. $2.56; says demand outlook for 2022 is strong ASML ($ASML) said it would have revenue growth of around 11% annually through 2030 amid booming demand for its products; the company estimated revenue would hit 24-30 billion euros ($28 billion-35 billion) in 2025 with gross margins up to 55%. That compares with the previous forecast of a 15–24-billion-euro range in the same year, at gross margins of at least 50%. Akamai Technologies Inc. ($AKAM) agreed to buy Guardicore, a provider of micro-segmentation technology that blocks the spread of malware within an enterprise, for about $600 million NXP Semiconductors ($NXPI) downgraded to Market Perform from Outperform at Bernstein HP Inc. ($HPQ) downgraded to Neutral from Overweight at JPMorgan and cut tgt to $30 from $35 Dell Technologies ($DELL), JD Group ($JD) and Dada Group ($DADA), announced that they will expand their partnership in promoting the digital transformation of physical stores, creating an omni-channel retail model and one-hour living circle, or services ecosystem, for digital products AMC Networks ($AMCX) said its longtime chief operating officer Ed Carroll has decided to step down, following an accomplished 34-year tenure with the company. He will remain with the company through the end of the year.

301 $ASML OCT2021 $850 Cs trade 8.2

must've been the ASML

ASML has a great role in the industry

UK markets finished higher yesterday, supported by gains in retail sector stocks and amid weakness in the British Pound. Next jumped 7.5%, after the clothing retailer upgraded its profit guidance and announced a special dividend. Computacenter climbed 5.7%, after the company announced that it expects adjusted pre-tax profit to be around 50.0% ahead for the first half of the year. Mulberry Group advanced 5.2%, after the company swung to an annual profit and indicated that its year-to-date performance has been boosted by both UK and Asia. Antofagasta rose 4.3%, as the miner maintained its full year production guidance. Wickes Group rose 2.1%, after the company reported an increase in group sales and maintained its interim profit guidance. On the other hand, Avast fell 1.5%, after a top broker downgraded its rating on the stock to ‘Neutral’ from ‘Buy’. The FTSE 100 advanced 1.7%, to close at 6,998.3, while the FTSE 250 rose 1.9%, to end at 22,542.0. . European markets closed higher yesterday, amid upbeat quarterly earnings reports and helped by gains in travel sector stocks. Thule Group surged 12.2%, after the company reported upbeat earnings in the second quarter. Nordea Bank advanced 3.7%, after the lender reported better than expected results in the second quarter. ASML Holding added 3.1%, after the semiconductor company upgraded its sales outlook for 2021 and announced a new share buyback plan. Daimler rose 1.1%. The company warned that global shortage of semiconductor chips would continue in the second half of 2021. On the flipside, SAP fell 2.5%, even though the business software group raised its annual revenue forecast. Novartis slid 0.7%. The drugmaker reported higher than expected net income in the second quarter. The FTSEurofirst 300 index gained 1.6%, to settle at 1,751.1. The German DAX Xetra rose 1.4%, to settle at 15,422.5, while the French CAC-40 added 1.9%, to close at 6,464.5. . US markets finished higher yesterday, amid optimism about US economic recovery and strong corporate earnings results. Chipotle Mexican Grill surged 11.5%, after the company’s second quarter revenue and earnings came in above analysts’ forecast. Real advanced 5.0%, after a top broker upgraded its rating on the stock to ‘Buy’ from ‘Neutral’. United Airlines Holdings added 3.8%, after the airline operator reported higher than expected second quarter revenue. Coca-Cola rose 1.3%, after the beverage maker reported up beat results in the second quarter and upgraded its annual forecast. Johnson &Johnson edged up 0.6%, after the company reported better than expected second quarter earnings and raised its full year guidance. On the other hand, Netflix fell 3.3%, following disappointing third quarter earnings. The S&P 500 gained 0.8%, to settle at 4,358.7. The DJIA rose 0.8%, to settle at 34,798.0, while the NASDAQ added 0.9%, to close at 14,632.0. . Asian Markets in Asia are trading mostly higher this morning. In Hong Kong, Sands China, Galaxy Entertainment Group and Xinyi Solar Holdings have risen 3.4%, 4.2% and 5.0%, respectively. Meanwhile, AAC Technologies Holdings, Anta Sports Products and CSPC Pharmaceutical Group have fallen 0.7%, 1.3% and 1.5%, respectively. In South Korea, DI, Galaxia S Mand Central Insight have climbed 7.2%, 10.7 and 18.3%, respectively. Mean while, Inbiogen, YG PLUS and Woojin have declined 5.4%, 6.4% and 8.2%, respectively. Markets in Japan are closed today on account of a public holiday. Yesterday, the Nikkei 225 index rose 0.6%to close at 27,548.0. Today, the Hang Seng index is trading 1.8% up at 27,710.0, while the Kospi index is trading 1.0% higher at 3,248.9

Tuesday, July 20, 2021 Futures Up/Down % Last Dow 182.00 0.53% 34,582 S&P 500 16.25 0.38% 4,331 Nasdaq 8.50 0.06% 14,731 U.S. stocks continue to recover from an early-week selloff prompted by fears surrounding the rapidly-spreading Delta variant as major averages rose about 1.6% on Tuesday, with investors again taking any market pullback as an opportunity to jump back into equities. A handful of Dow components expected to report earnings this morning with Johnson & Johnson, Coca-Cola and Verizon coming up. In Washington, a $1.2T bipartisan infrastructure bill will face an initial procedural floor vote in U.S. Senate today, which aims to upgrade roads and bridges, water systems and expand broadband Internet. European equities are in the green, extending opening gains to trade near best levels for the week as travel the strongest sector followed by retail and banking names. Crude futures drift higher as September WTI rises over 1% to trade back on a $68-handle and Brent trades back above $70. Netflix ($NFLX) shares little changed after mixed earnings results overnight. In Asian markets, The Nikkei Index climbed 159 points to 27,548, the Shanghai Index gained 25 points to 3,562 and the Hang Seng Index slipped -34 points to 27,224. In Europe, the German DAX is up over 130 points to 15,350, while the FTSE 100 gains over 100 points (1.58%) to move just below the 7,000 level. Market Closing Prices Yesterday The S&P 500 Index gained 64.57 points, or 1.52%, to 4,323.06 The Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99 The Nasdaq Composite surged 223.89 points, or 1.57%, to 14,498.88 The Russell 2000 Index advanced 63.62 points, or 2.99% to 2,194.30 Events Calendar for Today 7:00 AM ET MBA Mortgage Applications Data 10:30 AM ET Weekly DOE Inventory Data Earnings Calendar: Earnings Before the Open: $AFI, $ANTM, $BHLB, $BKR, $BOKF, $CMA, $FCFS, $HOG, $IPG, $JNJ, $KNX, $KO, $LAD, $LVS, $MKTX, $MTB, $NDAQ, $NTRS, $STX, $TZOO, $USAP, $VZ, $WRLD Earnings After the Close: $BANR, $BXS, $CCI, $CNS, $CSX, $CVLG, $DFS, $EFX, $EGBN, $FR, $GGG, $GL, $GSBC, $INBK, $KALU, $KMI, $LOB, $LSTR, $MC, $NTGR, $NVEC, $OMF, $PLXS, $REXR, $RGP, $RLI, $SLG, $SLM, $STC, $STL, $TBK, $TCBI, $THC, $TSC, $TXN, $UFPI, UMPQ, $VMI, $WASH, $WHR Macro Up/Down Last Nymex 0.85 68.05 Brent 0.90 70.25 Gold -6.30 1,804.00 EUR/USD -0.0007 1.1774 JPY/USD 0.25 110.10 10-Year Note +0.036 1.245% Sector News Breakdown Consumer Chipotle Mexican Grill ($CMG) shares rise 4%; 2Q adj EPS $7.46 vs. est. $6.52 on revs $1.9B vs. est. $1.88B, digital sales +10.5% (48.5% of total sales), qtrly comps +31.2%, qtrly restaurant level op mgn 24.5%; guides 3Q comps sales +low-mid-double-digits, sees 3Q at or slightly above +200 new restaurants Lands’ End ($LE) raises Q2 revs to $380M-$385M, up from prior view $345M-$355M; raises Q2 adj Ebitda to $36M-$38M from prior view $20M-$23M and ups EPS view to $0.39-$0.43 from prior $0.05-$0.12 (est. $0.07); also raises year revs, income and Ebitda views Sleep Number ($SNBR) shares fall -9% on miss; 2Q EPS $0.88 vs. est. $1.16 on net sales $484.3Mm missing the est. $511Mm; guides FY EPS at least $7.25 vs est. $6.79 (assumes 25% tax rt for remainder of the year) Harley Davidson ($HOG) 2Q adj EPS $1.41 vs est. $1.17 on revs $1.53B vs est. $1.41B, qtrly motorcycle shipments 56,700 vs 28,400 yr-ago; qtrly worldwide motorcycle retail sales 65,300 vs 52,700 yr-ago; guides FY motorcycle segment revs +30-35%, sees FY financial svcs segment op inc +75-85% Lithia Motors ($LAD) Q2 adj EPS $11.12 vs. est. $5.85; Q2 revs $6.01B vs. est. $4.99B; qtrly new vehicle retail sales increased 130.0% and qtrly used vehicle retail sales increased 95.7% Tesla ($TSLA) plans to open its network of superchargers to other electric vehicles later this year, CEO Elon Musk said on Twitter; the co’s fast charging network, with over 25,000 superchargers globally, has given it a competitive edge VICI Properties ($VICI) entered into a strategic arrangement with Great Wolf Resorts whereby VICI Properties may provide certain financing for the construction and development of Great Wolf Lodge resorts throughout the United States United Airlines ($UAL) Q2 op revs $5.47B vs. est. $5.35B; 2Q adj EPS ($3.91) vs est. ($3.91), capacity -46%, 3Q est. capacity -26%; sees 3Q TRASM positive vs 3Q19; expects 4Q adj pre-tax income to be positive; Q2 operating expenses down 42%, down 32% excluding special charges, compared to q2 2019 Energy The American Petroleum Institute ($API) reports that crude inventories rose 806,000 barrels last week, gasoline inventories rose 3.31M barrels and distillate stockpiles fell -1.225M barrels Avangrid ($AGR) Q2 adj EPS 35c vs. est. 41c; Q2 revs $1.48B vs. est. $1.52B; cuts FY21 adjusted EPS view to $2.04-2.22 from $2.25-$2.45 (est. $2.36) Halliburton ($HAL) upgraded to Buy from Neutral at Goldman Sachs Financials CME Group ($CME) raises crude oil future Nymex (cl) maintenance margins to $5,450/contract from $5,300 for sept. 2021 Fulton Financial ($FULT) Q2 EPS $0.38 vs. est. $0.33; Q2 net interest income (NII) $162M vs. $152.7M last year; Q2 net interest margin 2.73% vs. 2.81% last year Hope Bancorp ($HOPE) 2Q EPS $0.43 vs est. $0.38, NII $126.6Mm vs est. $127.1Mm Interactive Brokers (IBKR) Q2 adj EPS $0.82 vs. est. $0.83; Q2 revs $754M vs. est. $681.28M; Net interest income increased $78 million, or 40%, from the year-ago quarter; Commission revenue increased $31 million, or 11%, from the year-ago quarter Preferred Bank ($PFBC) 2Q EPS $1.44 vs est. $1.46, NII $43.4Mm vs est. $46.6Mm National Storage ($NSA)8M share Spot Secondary priced at $51.25 Signature Bank ($SBNY)5M share Spot Secondary priced at $235.50 Shift4 Payments ($FOUR) announces offering of 1.79M shares of Class A common stock United Community Bank ($UCBI) Q2 EPS $0.78 vs. est. $0.67; Q2 return on assets (ROA) was 1.46% and its return on common equity was 14.1% for the quarter. On an operating basis, United’s ROA was 1.48% and its return on tangible common equity was 17.8%. On a pre-tax, pre-provision basis, operating return on assets was 1.67% for the quarter. Healthcare Johnson & Johnson ($JNJ) Q2 adj EPS $2.48 vs. est. $2.27; Q2 revs $23.31B vs. est. $22.19B; company increasing 2021 full-year guidance for sales and eps; sees 2021 adjusted operational sales change vs. prior year 12.5%-13.5%; raises FY21 adjusted EPS view to $9.50-$9.60 from $9.30-$9.45 (est. $9.52) and raises FY21 revenue view to $93.8B-$94.6B from $90.6B-$91.6B Anthem ($ANTM) Q2 adj EPS $7.03 vs. est. $6.33; Q2 revs $33.3B vs. est. $33.21B; raises FY21 adjusted EPS view to greater than $25.50 vs. est. $25.23 and above prior view for greater than $25.10; its benefit expense ratio – the percentage of premiums paid for medical services – worsened to 86.8% from 77.9% a year earlier Cytokinetics ($CYTK) 10M share Secondary priced at $27.50 Intuitive Surgical ($ISRG) Q2 adj EPS $3.92 vs. est. $3.07; Q2 revs $1.46B vs. est. $1.26B; shipped 328 da Vinci Surgical Systems, an increase of 84% compared with 178 in Q2 of 2020; grew its da Vinci Surgical System installed base to 6,335 systems as of June 30, an increase of 10% compared with 5,764 as of the end of Q2 of 2020; raises FY21 procedure growth view to 27%-30% from 22%-26% and sees FY21 gross profit margin 70.5%-71.5% of revenue Natera ($NTRA) files to sell $350M of common stock SmileDirectClub, Inc. ($SDC) announced that an en banc panel of the U.S. Court of Appeals for the Eleventh Circuit sided with the company, rejecting the Georgia Board of Dentistry’s attempt to shield itself from antitrust liability through an interlocutory appeal. Celyad Oncology ($CYAD) highlights new preclinical allogeneic armored CAR T candidate developed from its shRNA platform; the submission of IND application for CYAD-203, a new first-in-class shRNA-based allogeneic, IL-18-armored CAR T candidate, expected in mid-2022 Industrials & Materials AAR Corp. ($AIR) Q4 adj EPS $0.47 vs. est. $0.48; Q4 sales $437.6M vs. est. $422.6M; Q4 adj Ebitda $34.3M up +60% y/y Canadian National ($CNI) Q2 adj EPS C$1.49 (in-line with est.) vs. C$1.28 YoY; Q2 revenue C$3.6B versus C$3.21B last year; reaffirms 2021 outlook; still targeting double-digit adjusted eps growth for 2021 and still sees high single-digit volume growth in for 2021; quarterly carloads 1.47 mln vs 1.29 mln Forestar Group ($FOR) 3Q EPS $0.32 vs est. $0.40 on revs $312.9Mm vs est. $307.6Mm; says housing conditions remain favorable across the country, now expect to deliver between 15,500-16,000 lots in FY Rexnord Corp. ($RXN) 2Q adj EPS $0.58 vs est. $0.50 on sales $568Mm vs est. $543.9Mm; expects 3Q sales in WM platform to increase high-teens % YoY Rush Enterprise ($RUSHA) 2Q EPS $1.00 vs. est. $0.82 on revs $1.316B vs. est. $1.31B Technology, Media & Telecom Netflix ($NFLX) 3Q EPS $2.97 vs. est. $3.16 on revs $7.34B vs. est. $7.32B, streaming net adds 1.54Mm w/ about 2/3 of global paid net adds from APAC; guides 3Q streaming net adds 3.5Mm 9vs. est. at 5.5Mm), sees 3Q revs $7.48B vs. est. $7.48B; says continue to target 20% operating margin for FY Avnet ($AVT) guides Q4 EPS $1.01-$1.05 vs. est. $0.79; said strong quarter-over-quarter sales growth in EMEA, Asia and Farnell, and continued operating improvement in the Americas, all contributed to better-than-expected results Qualtrics ($XM) Q2 EPS $0.04 vs. est. loss (2c); Q2 revs $249.3M vs. est. $241.63M; sees Q3 revs $257M-$259M vs. est. $246.6M; Q2 2021 Subscription Revenue of $204.5M, up 48% YoY; next 12 months remaining performance obligations of $754.8M, up 61% YoY ASML Holdings ($ASML) raises its 2021 sales outlook and announces a new share buyback, as orders for its equipment soared amid a global computer chip shortage; announces 9 bln euro ($10.60 bln) share buyback; said demand remained strong as major chipmakers raced to expand production capacity SAP AG ($SAP) Q2 revenue was 6.67 billion euros, up 1% from the year earlier quarter, or 3% higher adjusted for currency, and about in line with the Wall Street analyst consensus forecast at 6.69 billion euros; posted cloud revenue of 2.276 billion euros, up 11%, or 17% in constant currency, missing the Street consensus at 2.31 billion euros CS Disco ($LAW) 7M share IPO priced at $32.00 Paycor ($PYCR)5M share IPO priced at $23.00 VTEX ($VTEX) 19M share IPO priced at $19.00

highly unusual call sweep in there yesterday  > @Pyrognosis said: $ASML makes the machines that make everyones chips

$ASML makes the machines that make everyones chips

ASML is an adr 

200 $ASML AUG2021 $740 Cs trade 14.32

200 $ASML AUG2021 $740 Cs trade 14.32

UK Markets Markets finished mixed on Friday, as gains in energy sector stocks and positive corporate updates overshadowed concerns over rising coronavirus cases. Deliveroo rallied 6.7%, after the company agreed to extend its partnership with French supermarket giant Groupe Casino for two years. Informa advanced 3.2%, after a broker upgraded its rating on the stock to ‘Buy’ from ‘Hold’. Grafton Group climbed 1.9%, after the company announced that it has completed the acquisition of Isojoen Konehalli and Jokapaikka (IKH) in a deal worth €199.0 million. Associated British Foods rose 0.5%, after third quarter sales at its Primark fashion stores surpassed market expectations. On the other hand, banking stocks such as Barclays, HSBC Holdings and Standard Chartered dropped 1.5%, 1.6% and 2.4%, respectively. The FTSE 100 slightly fell to close at 7,123.3, while the FTSE 250 rose 0.6%, to end at 22,747.0. . European Markets Finishing mostly higher on Friday, amid optimism about strong global economic recovery. Kindred Group climbed 6.2%, after the company announced that it has agreed to acquire the remaining 66.6% stake in Relax Gaming, a leading and rapidly growing B2B iGaming supplier. ASML Holding rose 1.4%, after Micron Technology Inc indicated that it plans to start using ASML EUV machines in production in 2024. On the flipside, Ambu dropped 9.2%, after the company issued a profit warning. CaixaBank fell 2.0%, after the lender announced that it would lay off 6,452 staff as part of its turnaround plan. Industria de Diseno Textil lost 0.8%, following reports that the French prosecutors opened an investigation into the retail giant, which owns Zara, for concealing crimes against humanity in the Xinjiang region of China. The FTSEurofirst 300 index gained 0.2%, to close at 1,763.1. Among other European markets, the German DAX Xetra 30 rose 0.3%, to close at 15,650.1, whereas the French CAC-40 marginally fell to settle at 6,552.9. . US Markets Closed higher on Friday, following stronger than expected US non-farm payrolls data. Virgin Galactic Holdings advanced 4.1%, after the space tourism company announced that it would take its founder Richard Branson into space on 11 July. Tesla added 0.1%, after the electric vehicle maker reported record vehicle deliveries for the second quarter. On the other hand, International Business Machines fell 4.6%, after the tech giant announced the departure of its President, Jim Whitehurst after three years at the firm. Charles Schwab declined 1.1%, after the financial services company announced that it is being probed by the Securities and Exchange Commission regarding disclosure involving its robo advisors. The S&P 500 gained 0.8%, to settle at 4,352.3. The DJIA rose 0.4%, to settle at 34,786.4, while the NASDAQ added 0.8%, to close at 14,639.3. . Asian Markets Asia were trading mostly lower this morning. In Japan, IHI and Showa Denko have dropped 2.1% and 3.1%, respectively. Meanwhile, Fujitsu and Kawasaki Kisen Kaisha have advanced 1.4% and 2.1%, respectively. In Hong Kong, Xiaomi and Alibaba Group Holdings have fallen 1.5% and 2.5%, respectively. Meanwhile, WH Group and Sunny Optical Technology Group have risen 1.6% and 3.3%, respectively. In South Korea, Hanwha Aerospace and Jooyontech have climbed 10.2% and 18.3%, respectively. On the other hand, ORIENTBIO and INFAC have declined 6.0% and 16.9%, respectively. The Nikkei 225 index is trading 0.6% lower at 28,611.0. The Hang Seng index is trading 0.2% down at 28,248.6, while the Kospi index is trading 0.4% higher at 3,294.5.

how many point spread you trade > @TraderJack said: Sold put credit spreads on $ASML, $UNP, $AXP and $CRM this morning....

thanks > @TraderJack said: Sold put credit spreads on $ASML, $UNP, $AXP and $CRM this morning....

Sold put credit spreads on $ASML, $UNP, $AXP and $CRM this morning....

Titoli Positivi 33 / Titoli Negativi 16 Migliore ASML Holding 3,02% Peggiore Ahold Delhaize-0,8%

$ASML (+3.7% pre) ASML raises 2021 guidance as profit soars - MW

was just talking to my grandpa about stocks, hes still holding 600 ASML shares from 22 lol

90 yr old grandpa told me to buy ASML last year, didnt listen >.<

Europe Market Europe finished higher on Friday, amid continued optimism over swift economic recovery. ING Groep climbed 6.7%, after reporting better than anticipated profit in the fourth quarter. L'Oreal advanced 3.0%, after the company reported stronger than expected sales in the fourth quarter and issued an upbeat outlook. ASML Holding added 3.0%, as the company’s fourth quarter sales surpassed analysts’ expectations. Sanofi rose 0.5%. The pharmaceutical company announced that it has made a recommended all cash offer to acquire Kiadis Pharma’s shares at an offer price of €5.45 (cum dividend) per share. On the contrary, Norsk Hydro slid 0.9%, following reports that around 40,000 Brazilians have filed a class-action lawsuit in Netherlands against the company over alleged toxic waste pollution in northern Brazil. The FTSEurofirst 300 index gained 0.7%, to settle at 1,594.3. The German DAX Xetra rose 0.1%, to settle at 14,049.9, while the French CAC-40 added 0.6%, to close at 5,703.7. .

Titoli Positivi 19 / Titoli Negativi 29 Migliore ASML Holding 3,84% Peggiore Airbus Group-3,3%

Titoli Positivi 32 / Titoli Negativi 18 Migliore ASML Holding 3,42% Peggiore Safran-1,26%

Europe Market Europe also finished higher yesterday, following robust earnings reports. Daimler edged up 3.5%, after its Mercedes-Benz brand unveiled a new electric compact SUV, the EQA in a bid to take on peer Tesla Inc. ASML Holding climbed 3.0%, as the semiconductor equipment maker reported better than expected revenue and earnings in the fourth quarter. Compagnie Financiere Richemont advanced 2.8%, after the company’s sales climbed in the third quarter. Nicox added 1.5%, as the ophthalmology company reported a rise in annual net revenue. BASF rose 1.0%, after the chemicals company’s sales increased in the fourth quarter. On the other hand, Bilfinger dropped 2.6%, after the company’s Chief Executive Officer, Tom Blades, announced his resignation with immediate effect. The FTSEurofirst 300 index gained 0.7%, to settle at 1,584.9. The German DAX Xetra rose 0.8%, to settle at 13,921.4, while the French CAC-40 added 0.5%, to close at 5,628.4. .

Titoli Positivi 22 Titoli Negativi 27 Migliore ASML Holding 3,5% Peggiore Volkswagen VZO-2,27%

$ASML 2 DP trades 873,000 shares - 378.31 Average - $330,264,

European markets finished mostly lower yesterday, amid continued worries about rising coronavirus cases. Proximus dropped 3.6%, after a top broker downgraded its rating on the stock to ‘Underweight’ from ‘Equalweight’. Deutsche Lufthansa declined 1.5%, as several countries tightened cross-border travel restrictions to regain control of rising coronavirus infections. ASML Holding shed 1.0%, despite posting better than expected earnings in the third quarter and confirming its outlook. On the flipside, automakers, Peugeot and Renault advanced 1.3% and 3.5% respectively. Atlantia climbed 9.2%, after the company entered into exclusive talks until 18 October with state lender Cassa Despositi e Prestiti over the sale of the group’s motorway assets. The FTSEurofirst 300 index slipped 0.2%, to settle at 1,433.9. The German DAX Xetra rose 0.1%, to settle at 13,028.1, while the French CAC-40 shed 0.1%, to close at 4,941.7. .