ASML Holding

Europe's stock markets showed resilience, with the EuroStoxx 50 up 0.73 percent while oil prices fell slightly. Technology stocks, especially semiconductors, gained, and ASML climbed 3.3 percent. Infrastructure names such as VINCI fell after planned tax increases for transport infrastructure in France. Lindt dropped sharply after another cut to its sales forecast, while British American Tobacco and DocMorris moved mixed. » More on finanzen.net

ASML reports strong interest from China, India and the US, where governments and manufacturers are courting companies and factories. The company is investing heavily in research and development and already conducts part of its R&D in the US. At the same time ASML criticizes weak demand and a lack of investment in Europe, which has led to virtually no European sales this year. Export restrictions also prevent the sale of modern EUV systems to China, prompting efforts there to develop local alternatives. » More on heise.de

European markets started the week firmer, supported by falling oil prices and hopes for diplomatic progress in the Middle East. Technology stocks led the gains, with ASML and Infineon among the top performers in the EuroStoxx and the sector index Stoxx Europe 600 Technology climbing back above its 21-day line. AMS-Osram surged after a VCSEL breakthrough, while Societe Generale announced dividend payments and buybacks through 2029; Novo Nordisk retreated on concerns about the semaglutide patent cliff. » More on finanzen.net