$ASML podcast mentions
Per Ticker.id: 24 ASML ($ASML) mentions across 12 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-02.
This is just— this is the act that would essentially require the Dutch and other semiconductor, uh, nations, the semiconductor manufacturing nations, to match our export controls on China, and which, as you out, my understanding is, would largely, in a tangible way, would require ASML to stop providing services to already deployed machines in China.
Peter Harrell · The Lawfare Podcast · Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · 2026-10-02I don't have the ASML.
Jim Cramer · Squawk on the Street · CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26 · 2026-10-01Those are some of our top stories today. Looking at the markets, Asian equities, MSCI Asia Pacific Index up 0.9%. Bond markets look to be steadying. 10-year Treasury yields at 5.23%. But it was that 30-year yield yesterday that rose almost 2 basis points to a 24-year high that catches the attention. European stock futures this morning are up by 0.8%. ASML was the big gainer yesterday, up by 4.2%. As for oil prices, Brent crude right now at $103.30, up 7/10 of 1% and the dollar heading for its best month since June. So those are the markets.
Caroline Hepker · Bloomberg News Now · Oil Flows Recover, Trump Backs AI Audits, More · 2026-09-30Interesting interview with ASML in the FT as well today.
Carl Quintanilla · Squawk on the Street · 10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 · 2026-09-28Yeah, so I think as far as earnings go, you know, the, the first couple of companies, I think they're good kind of indicators we have, ASML is gonna follow and TSMC. I think the two of those don't give a huge gauge for what's happening in the near term because, you know, they're, they're further out indicators with, you know, either the foundry side with TSMC or lithography side with ASML. But what we're interested more than, and we're bullish on both of those names, what we're interested more to see is how market is gonna react to Q4 earnings. So if you recall in Q3 when we started off, we had Micron, market reacted positively, stock soared, and then a day later it began to, you know, trade downward for a while from there. And then we had ASML and TSMC, and while both of them reported great results, both sold off after print. And that sentiment of, you know, earnings acting more as a test than a catalyst played out through the rest of the quarter because expectations had gotten so high after Q2.
Sarah Awad · Investing Experts · What will Micron's gross margin guide be? · 2026-09-27Right, exactly. I mean, the first names come to my list, and it's not very satisfying, but ASML, Schneider Electric, Siemens, all of these companies, great European companies that are doing a ton of business in the US and all over the world related, yes, to the AI buildout and other things. But I, I mean, I think whether I was in Europe or in the US, I think going with the established companies versus trying to play the fringe of a trend when things are overvalued, it makes sense to me to use the companies. There's other little companies in the weeds. Uh, uh, was it Prismian Group in, uh, Italy does a lot of the high voltage cables. That's been a popular one, Tyler. But, uh, I do think just kind of playing the hits here with these pick and shovel makes sense. And those big companies are really good companies.
Lou Whitening · Motley Fool Hidden Gems Investing · The Looming Constraint of the Space Industry · 2026-09-22Yeah, I'll, I'll second ASML. That's my number one, you know, as the, the listener put it, AI buildout stock in Europe. Um, but to get a little more in the weeds, one that I'm watching, uh, just recently filed to go public, it's called Enscale. Uh, they're essentially Europe's version of CoreWeave. I love these neo-cloud companies to watch. Um, so like CoreWeave, they, they do kind of like, um, infrastructure as a service for AI companies. They, they build out data centers, they build out the compute, and then they kind of lease it off to their customers. Uh, so I— it's a great model. I think as, you know, compute requirements go up, at some point the hyperscalers are going to need to find, you know, more capital-light ways of getting the compute they need. I love this business. I have no idea how to value them. Enscale, for example, their revenue was about $141 million in the first half of this year. That grew 1,200% year over year. What price-to-sales multiple is justified by 1,200% year-over-year growth? I don't know.
Matt Frankel · Motley Fool Hidden Gems Investing · The Looming Constraint of the Space Industry · 2026-09-22And for a lot of these companies we mentioned— ASML, Schneider Electric— much of their growth, at least for the next couple of years, is going to be largely predicated in the US. So, we can see a buildout in Europe, but it's going to be hard to separate a company that's going to succeed as a Europe-only AI champion in terms of the AI buildout versus, for example, a company that is supplying the world in this regard. Well, that's all the time we have for today. As always, people on the program may have interest in the stocks they talk about. The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. Thanks to our producer Dan Boyd and the rest of The Motley Fool team! For Lou, Matt, and myself, thanks for listening! We'll chat again soon!
Tyler Crowe · Motley Fool Hidden Gems Investing · The Looming Constraint of the Space Industry · 2026-09-22