NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

ASML's AI-fueled EUV growth and strong outlook remain compelling, but a premium valuation, debt and rising competition argue for patience.

LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.

ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

FTRE, ASML and KLAC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 31, 2026.

ASML, IVZ, C, KLAC and CAKE have been added to the Zacks Rank #1 (Strong Buy) List on July 31, 2026.

Taiwan Semiconductor has an edge over ASML on valuation, price gains and analyst sentiment even as both benefit from rising AI-chip demand.

U.S. stocks ended mixed on Monday, with the Dow ending in positive territory as oil prices fell and investors awaited earnings reports and guidance from a batch of big tech companies scheduled to report quarterly results this week.

Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.