ASML Shares Rebound on U.S. Capex, Further Earnings Growth Expectations -- Market Talk

Dow Jones01-29

1226 GMT - ASML sales will continue to outstrip expectations because of "insatiable demand from AI infrastructure spend," Deutsche Bank analyst Robert Sanders writes. Megacap U.S. tech companies including Meta and Microsoft announced huge artificial-intelligence investment in earnings after the U.S. close Wednesday, boosting sentiment around companies in the AI supply chain. Surging memory demand is a key driver for the Nvidia supplier, Sanders says. Memory shortages, paired with a lack of leading-edge logic, mean that AI buildout will continue into 2028, giving ASML a strong outlook for revenue growth over the period, J.P Morgan analysts write. ASML shares are up 3.75% after closing down Wednesday, despite jumping over 6% earlier in the session. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

January 29, 2026 07:28 ET (12:28 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2607038084?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-29 20:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2607038084","market":"hk","top_or_hot":-1,"title":"ASML Shares Rebound on U.S. Capex, Further Earnings Growth Expectations -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1226 GMT - <a href=\"https://laohu8.com/S/ASML\">ASML</a> sales will continue to outstrip expectations because of \"insatiable demand from AI infrastructure spend,\" Deutsche Bank analyst Robert Sanders writes. Megacap U.S. tech companies including <a href=\"https://laohu8.com/S/META\">Meta</a> and Microsoft announced huge artificial-intelligence investment in earnings after the U.S. close Wednesday, boosting sentiment around companies in the AI supply chain. Surging memory demand is a key driver for the <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> supplier, Sanders says. Memory shortages, paired with a lack of leading-edge logic, mean that AI buildout will continue into 2028, giving ASML a strong outlook for revenue growth over the period, J.P Morgan analysts write. ASML shares are up 3.75% after closing down Wednesday, despite jumping over 6% earlier in the session. (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 29, 2026 07:28 ET (12:28 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML Shares Rebound on U.S. Capex, Further Earnings Growth Expectations -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML Shares Rebound on U.S. Capex, Further Earnings Growth Expectations -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-29 20:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1226 GMT - <a href=\"https://laohu8.com/S/ASML\">ASML</a> sales will continue to outstrip expectations because of \"insatiable demand from AI infrastructure spend,\" Deutsche Bank analyst Robert Sanders writes. Megacap U.S. tech companies including <a href=\"https://laohu8.com/S/META\">Meta</a> and Microsoft announced huge artificial-intelligence investment in earnings after the U.S. close Wednesday, boosting sentiment around companies in the AI supply chain. Surging memory demand is a key driver for the <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> supplier, Sanders says. Memory shortages, paired with a lack of leading-edge logic, mean that AI buildout will continue into 2028, giving ASML a strong outlook for revenue growth over the period, J.P Morgan analysts write. ASML shares are up 3.75% after closing down Wednesday, despite jumping over 6% earlier in the session. (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 29, 2026 07:28 ET (12:28 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445239.USD","symbol_name":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2607038084","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2607038084","pubTimestamp":1769689680,"columns":[{"name":"Data Report","id":30,"label_key":"dataReport"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4147":"半导体设备","LU2063271972.USD":"富兰克林创新领域基金","ASML":"阿斯麦","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","03165":"华夏欧优股对冲","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC"},"translate_title":"ASML股价因美国资本支出和进一步盈利增长预期而反弹——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03165":0.6,"ASML":1.95},"content_text":"1226 GMT - ASML sales will continue to outstrip expectations because of \"insatiable demand from AI infrastructure spend,\" Deutsche Bank analyst Robert Sanders writes. Megacap U.S. tech companies including Meta and Microsoft announced huge artificial-intelligence investment in earnings after the U.S. close Wednesday, boosting sentiment around companies in the AI supply chain. Surging memory demand is a key driver for the Nvidia supplier, Sanders says. Memory shortages, paired with a lack of leading-edge logic, mean that AI buildout will continue into 2028, giving ASML a strong outlook for revenue growth over the period, J.P Morgan analysts write. ASML shares are up 3.75% after closing down Wednesday, despite jumping over 6% earlier in the session. (josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 29, 2026 07:28 ET (12:28 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607038084","isCrawlerRequest":true}