Word abonnee en neem Beursduivel Premium
Rode planeet als pijlen grid met hoorntjes Beursduivel
Uitgebreid zoeken

ASML 2025

13.618 Posts
Pagina: «« 1 ... 562 563 564 565 566 ... 681 »» | Laatste | Omlaag ↓
  3. forum rang 8 Hopper58 16 april 2025 00:06

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 4268

      Gegeven: 1713

    •    Aantal posts: 10.361

    Nvidia’s stock tumbles as it discloses $5.5 billion in charges due to China licensing rules
    By
    Therese Poletti

    Published: April 15, 2025 at 5:58?p.m. ET

    Nvidia Corp.’s shares were tumbling in after-hours trading Tuesday, after the chip giant disclosed in a regulatory filing that it expects to include charges of up to $5.5 billion in its fiscal first quarter related to licensing of its chips to the Chinese market.

    “On April 9, 2025, the U.S. government informed Nvidia that it requires a license for export to China (including Hong Kong and Macau) …Nvidia’s H20 integrated circuits and any other circuits achieving the H20’s memory bandwidth, interconnect bandwidth, or combination thereof,” Nvidia said in a regulatory filing.

    Nvidia said the U.S. government informed the company on April 14th that the license requirement will be in effect for the indefinite future. Nvidia’s fiscal first quarter ends on April 27, and those results are expected to include approximately $5.5 billion in charges associated with its H20 products for inventory, purchase commitments and related reserves.

    The H20 is a chip that Nvidia sells only in China to comply with performance restrictions.

    Nvidia’s shares were down more than 5% in after-hours trading.

    www.marketwatch.com/story/nvidias-sto...
  5. forum rang 8 Hopper58 16 april 2025 00:13

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 4268

      Gegeven: 1713

    •    Aantal posts: 10.361

    En dat tegen het licht van volgend artikel van vandaag. Dankjewel Mr. Trump. En de banken gaan weer goed verdienen:

    April 15, 2025 8:39 AM
    Trump Hypes $500 Billion NVIDIA Investment In US AI Supercomputers: 'Golden Age Of America' Begins
    by Piero Cingari Benzinga Staff Writer

    A $500 billion commitment by Nvidia Corp. to build artificial intelligence supercomputers exclusively in the U.S. is drawing attention from Washington to Wall Street as reshoring trends accelerate.

    In a Tuesday post on Truth Social, President Donald Trump announced the move and said Nvidia will receive expedited permits for its ambitious U.S.-based AI infrastructure investment, calling it a "very big and exciting news."

    The announcement comes amid a broader push from the Trump administration to accelerate domestic technology manufacturing and reduce reliance on China. Trump also pledged to expedite all necessary permits for other companies investing in what he dubbed the "Golden Age of America."

    Over the weekend, the administration confirmed exemptions to new tariffs of up to 145% on critical tech imports such as smartphones and semiconductors—moves aimed at shielding U.S. tech leaders from global trade friction.

    Bank of America Sees Earnings Tailwinds From Reshoring
    In a note shared Monday, Bank of America semiconductor analyst Vivek Arya said earnings expectations for U.S.-based companies benefiting from reshoring remain on solid footing.

    "We expect earnings estimates from companies exposed to reshoring beneficiaries to remain well positioned to largely deliver on earnings expectations," Arya said.

    Nvidia, in particular, was highlighted as a top sector pick alongside Broadcom Inc. , Marvell Technology Inc., chip-design leaders Cadence Design Systems Inc. and Synopsys Inc. as well as semiconductor capital equipment makers Lam Research Corp. and KLA Corp.

    Bank of America holds a $200 price target on Nvidia, implying an 80% upside from its current $110 share price. The bank values the stock at 33 times expected calendar year 2026 earnings, excluding cash—within its historical 25x to 56x forward price-to-earnings range.

    According to Arya, this valuation is justified given Nvidia's broader exposure to long-term secular trends, including artificial intelligence infrastructure, gaming cycle recovery and robust data center demand.

    Market Reactions
    NVIDIA shares edged up 0.2% in premarket trading Tuesday, following a 0.2% dip on Monday. The stock has surged 28% since last week's lows, which were triggered by renewed tariff fears.

    Top premarket risers within the iShares Semiconductor ETF were KLA Corp., Onto Innovation and ASML Holding N.V. with gains of about 1%.

    www.benzinga.com/25/04/44811525/trump...
  6. forum rang 8 Hopper58 16 april 2025 00:17

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 4268

      Gegeven: 1713

    •    Aantal posts: 10.361

    Las vandaag ook een artikel dat de boycot van Boeing door China wel eens de doodsteek voor dat bedrijf zou kunnen worden. Enorm veel werkgelegenheid in de VS naar de knoppen.
  8. forum rang 8 Hopper58 16 april 2025 00:52

    • Hopper58

      Lid sinds: 01 feb 2021

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 4268

      Gegeven: 1713

    •    Aantal posts: 10.361

    Van welke partij zou deze man zijn?:

    April 14, 2025 11:01 AM2 min read
    Rep. Jefferson Shreve Has Sold Up to $3.10M Worth Of NVIDIA Stock: Here's What You Should Know
    by Benzinga Insights Benzinga Staff Writer

    April 11, 2025 records indicate that Representative Jefferson Shreve filed a sale of NVIDIA , valued between $1,055,053 and $3,100,000. According to the April filing, the transaction occurred on Apr11, 2025.
  10. Hendrik65 16 april 2025 06:10

    • Hendrik65

      Lid sinds: 14 mrt 2025

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 92

      Gegeven: 72

    •    Aantal posts: 111

    De timing van het tariefbericht over Nvidia – precies één dag vóór de cijfers van ASML en TSMC – is geen toeval. Het is een duidelijk signaal van Trump aan de hele chipsector: jullie staan op de radar.
  11. forum rang 10 voda 16 april 2025 06:24

    • voda

      Lid sinds: 02 dec 2005

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 95749

      Gegeven: 23207

    •    Aantal posts: 388.579

    Beursupdate: AEX op Wall Street
    15-apr-2025 22:35

    Twee punten omlaag.

    (ABM FN-Dow Jones) Op Wall Street zijn dinsdag zeven van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten. Aegon en Philips daalden het hardst.

    Aegon (-0,9%)
    ArcelorMittal (-0,3%)
    ASML (-0,2%)
    ING Groep (-0,4%)
    Philips (-0,8%)
    RELX (-0,1%)
    Royal Dutch Shell (-0,8%)
    Unilever (+0,1%)

    Euro/dollar: 1,1309

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 857,12 punten, zijn geëindigd op 854,86 punten.

    Door: ABM Financial News.
  12. forum rang 10 voda 16 april 2025 06:58

    • voda

      Lid sinds: 02 dec 2005

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 95749

      Gegeven: 23207

    •    Aantal posts: 388.579

    Ik ben zéér benieuwd... vingers bij de knoppen! Succes allemaal.
  13. yellowcab 16 april 2025 06:59

    • yellowcab

      Lid sinds: 15 feb 2018

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 116

      Gegeven: 63

    •    Aantal posts: 251

    Nvidia: nieuwe exportrestrictie naar China kost $5,5 miljard. Een nieuwe beperking op de export van chips naar China kost Nvidia in het eerste kwartaal $5,5 miljard, zo heeft het concern gemeld. Het gaat om de H20-AI-chip. Deze heeft minder rekenkracht dan andere chips van Nvidia, maar de VS zegt te vrezen dat China de chips wil gebruiken in supercomputers, voor militaire doeleinden. www.iex.nl/Artikelen/Liveblog.aspx#81...
  15. forum rang 10 voda 16 april 2025 07:02

    • voda

      Lid sinds: 02 dec 2005

      Laatste bezoek: 15 mei 2025

    • Aanbevelingen

      Ontvangen: 95749

      Gegeven: 23207

    •    Aantal posts: 388.579

    ASML omzet KW1 EUR7,74 mrd
    16-apr-2025 07:01
    ASML nettowinst KW1 EUR2,36 mrd
    16-apr-2025 07:01
  16. JCT 16 april 2025 07:03

    • JCT

      Lid sinds: 24 sep 2024

      Laatste bezoek: 14 mei 2025

    • Aanbevelingen

      Ontvangen: 80

      Gegeven: 52

    •    Aantal posts: 108

    Q1 total net sales of €7.7 billion, gross margin of 54.0%, net income of €2.4 billion
    Quarterly net bookings in Q1 of €3.9 billion2 of which €1.2 billion is EUV
    ASML expects Q2 2025 total net sales between €7.2 billion and €7.7 billion, and a gross margin between 50% and 53%3
    ASML continues to expect 2025 total net sales to be between €30 billion and €35 billion, with a gross margin between 51% and 53%
13.618 Posts
Pagina: «« 1 ... 562 563 564 565 566 ... 681 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beursduivel.be

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.254
AB InBev 2 5.559
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 52.874
ABO-Group 1 26
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 267
Accsys Technologies 23 11.101
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 193
Adecco 1 1
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 18.012
Aedifica 3 981
Aegon 3.258 323.349
AFC Ajax 538 7.098
Affimed NV 2 6.343
ageas 5.844 109.937
Agfa-Gevaert 14 2.091
Ahold 3.538 74.413
Air France - KLM 1.025 35.483
AIRBUS 1 13
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.094
Alfen 16 26.260
Allfunds Group 4 1.553
Almunda Professionals (vh Novisource) 651 4.254
Alpha Pro Tech 1 17
Alphabet Inc. 1 439
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.827
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.839 244.820
AMG 972 135.320
AMS 3 73
Amsterdam Commodities 305 6.786
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 504
Antonov 22.632 153.605
Aperam 92 15.175
Apollo Alternative Assets 1 17
Apple 5 396
Arcadis 252 8.885
Arcelor Mittal 2.036 321.273
Archos 1 1
Arcona Property Fund 1 288
arGEN-X 17 10.494
Aroundtown SA 1 225
Arrowhead Research 5 9.772
Ascencio 1 30
ASIT biotech 2 697
ASMI 4.108 39.885
ASML 1.767 114.985
ASR Nederland 21 4.530
ATAI Life Sciences 1 7
Atenor Group 1 525
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 14.667
Axsome Therapeutics 1 177
Azelis Group 1 74
Azerion 7 3.509

Macro & Bedrijfsagenda

  1. 15 mei

    1. Adyen jaarvergadering
    2. Brunel jaarvergadering
    3. Euronext jaarvergadering
    4. Wolters Kluwer jaarvergadering
    5. InPost jaarvergadering en Bava
    6. Just Eat Takeaway jaarvergadering
    7. NN Group jaarvergadering
    8. TKH jaarvergadering
    9. Xior jaarvergadering
    10. Werkloosheid april (NL)
de volitaliteit verwacht indicator betekend: Market moving event/hoge(re) volatiliteit verwacht
Naar de hele agenda