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Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
627,100   +5,900   (+0,95%) Dagrange 616,600 - 628,500 619.349   Gem. (3M) 700K

ASML 2024

23.870 Posts
Pagina: «« 1 ... 546 547 548 549 550 ... 1194 »» | Laatste | Omlaag ↓
  1. forum rang 8 Hopper58 31 juli 2024 00:36
    quote:

    Souljunk schreef op 30 juli 2024 23:02:

    [...]

    Negatief nieuws heeft bij ASML de laatste tijd meer waarde, kortom Microsoft.
    Buy Rating Affirmed for Microsoft Amid Strong Growth and Strategic Investments

    Catie Powers
    Jul 30, 2024, 11:55 PM

    Analyst Kash Rangan of Goldman Sachs reiterated a Buy rating on Microsoft (MSFT – Research Report), retaining the price target of $515.00.

    Kash Rangan has given his Buy rating due to a combination of factors surrounding Microsoft’s financial performance and strategic investments. Despite a slight underperformance in Azure’s growth and higher capital expenditures than anticipated, Rangan sees the company’s overall revenue growth and the consistent increase in free cash flow as positive indicators of Microsoft’s financial health. The 30% growth in Azure, though slightly below expectations, still reflects a strong trajectory, particularly considering its contribution at scale. Rangan also highlights Microsoft’s ability to maintain a robust cloud book of business, as evidenced by the Cloud Remaining Performance Obligations (RPO) growth, which instills confidence in the company’s revenue prospects.

    Furthermore, Rangan perceives the increased capital expenditures not as a short-term concern but as a sign of Microsoft’s confidence in its future growth, suggesting that the company is investing to address current capacity constraints. While acknowledging the macroeconomic pressures and the competitive software industry landscape, he anticipates these to be transient issues. Rangan places greater emphasis on Microsoft’s significant revenue scale, the strategic growth in Azure, and the strong free cash flow performance. These factors, combined with a potential moderation in capital expenditures in the coming years, underline his positive outlook and support the Buy rating with a target price of $515.

    Rangan covers the Technology sector, focusing on stocks such as Microsoft, Datadog, and Salesforce. According to TipRanks, Rangan has an average return of 8.7% and a 57.27% success rate on recommended stocks.
  2. forum rang 10 bp5ah 31 juli 2024 01:23
    quote:

    Inion schreef op 30 juli 2024 17:15:

    Dit zijn geen semi-etf's, die verkopen of rotatie-onzin. Hier is wat anders aan de hand.
    Hier ééntje voor 't perspectief.

    YTD = Microsoft de 'slechtste' met slechts 31.3% stijging en NVIDIA de beste met een YTD stijging van 166%

    ASMI van 748 naar 606 = 142 = daling 19% YTD van 354 naar 606 = +71.1%
    AMSL van 1.021 naar 805 = 216 = daling 21% YTD van 564 naar 805 = +42.7%
    BESI van 183 naar 117 = 66 = daling 36% YTD van 84 naar 117 = +39.3%

    NVIDIA van 141 naar 104 = daling 26% YTD van 39 naar 104 = +166%
    MSFT van 468 naar 407 (nabeurs na cijfers) = daling 13% YTD van 310 naar 407 = +31.3%
    GOOGLE van 192 naar 170 = daling 11% YTD van 120 naar 170 = +41.6%
    APPLE van 237 naar 218 ( moet nog cijferen) = daling 8% YTD van 164 naar 218 = + 32.9%
    AMD van 227 naar 148 ( nabeurs na cijfers) = daling 35% YTD van 93 naar 148 = + 59.1%

    De daling is vanaf de top naar de laatste koers.

    De stijging YTD bij alle aandelen flink groter dan de recente daling.
  3. forum rang 8 Hopper58 31 juli 2024 07:32
    Luister naar de conference call van Microsoft met hun eigen transcript bij de hand: AI is geen bubble. Er komt een enorme golf van waarde creatie op ons af. De investeringen zijn gedreven door de vraag van de klanten. Ze kunnen niet bijbenen. En die - 7 % nabeurs gisteren was door een groei van 30 i.p.v. 31 % van Azure. Belachelijk. Je zag gisteren meteen het opveren van de chippers. Met natuurlijk de meest avontuurlijke luchtkastelen zoals NVIDIA en AMD op kop.
  4. forum rang 8 Hopper58 31 juli 2024 07:51
    'On Tuesday, AMD raised its forecasts for its new AI graphics chip, the MI300, for the second half of the year, and said that chip, plus its Epyc chip for servers, were fueling its biggest data-center growth ever. AMD Chief Executive Lisa Su raised her forecast to $4.5 billion for revenue this year from the company’s MI300 graphics accelerator chips used in AI data centers. That was up from over $4 billion previously, and AMD’s shares jumped 7% in after-hours trading.

    Meanwhile, software giant Microsoft had a slight miss in revenue in its Azure cloud-services business, with revenue growth coming in a tad light at 30%, and a forecast for another slight deceleration to 28%-29% growth in the next quarter. Microsoft Chief Financial Officer Amy Hood cited some slowing in Europe on non-AI data-center usage and capacity constraints on Azure, as the company spends to further build it out.'

    www.marketwatch.com/story/microsoft-a...
  5. forum rang 6 kassa! 31 juli 2024 08:03
    quote:

    bp5ah schreef op 31 juli 2024 01:23:

    [...]
    Hier ééntje voor 't perspectief.

    YTD = Microsoft de 'slechtste' met slechts 31.3% stijging en NVIDIA de beste met een YTD stijging van 166%

    NVIDIA, volgens mij zit je er een procentje of 50 naast. Of de rest van je cijfers goed zijn geen idee.

    www.google.com/finance/quote/NVDA:NAS...
  6. The wolf of Duck Street 31 juli 2024 08:05
    Exclusive: New US rule on foreign chip equipment exports to China to exempt some allies, sources say
    By Karen Freifeld
    July 31, 20247:29 AM GMT+2Updated 35 min ago

    Illustration picture of Chinese and U.S. flags with semiconductor chips
    Flags of China and U.S. are displayed on a printed circuit board with semiconductor chips, in this illustration picture taken February 17, 2023. REUTERS/Florence Lo/Illustration/File Photo Purchase Licensing Rights, opens new tab
    NEW YORK, July 31 (Reuters) - The Biden administration plans to unveil a new rule next month that will expand U.S. powers to stop exports of semiconductor manufacturing equipment from some foreign countries to Chinese chipmakers, two sources familiar with the rule said.
    [b]But shipments from allies that export key chipmaking equipment - including Japan, the Netherlands and South Korea - will be excluded,[/b] limiting the impact of the rule, said the sources who were not authorised to speak to media and declined to be identified.

    Met dank aan de concurrent
23.870 Posts
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