ASML shares bounce as orders signal demand for AI equipment

• ASML stock recovers from DeepSeek turmoil after surge in orders

  ASML, the maker of advanced microchip-making equipment, on Wednesday reported better-than-expected earnings after foundries upgraded their machines as its bookings surged ahead of estimates.
  
  MarketWatch - 1d

• ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less

  Without addressing the specifics of DeepSeek's model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
  
  CNBC - 1d

• ASML shares jump 10% as surge in orders defies fears of DeepSeek hitting AI chip demand

  Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the fourth quarter.
  
  CNBC - 1d

• UAE’s nuclear company seeks to capitalise on AI-induced energy demand in US

  Enec’s CEO says it plans to expand overseas after rapid growth in its home market
  
  Financial Times - 4d

• SK Hynix profit soars to a record high on AI boom, but shares drop on demand uncertainty

  SK Hynix CFO Kim Woohyun said that the outlook for memory demand in 2025 was clouded by inventory adjustments, protective trade policies and geopolitical risks.
  
  CNBC - Jan. 23
• 

  South Carolina to Reboot Giant Nuclear Project to Meet AI Demand

  Santee Cooper is working with bankers to solicit interest in V.C. Summer.
  
  The Wall Street Journal - Jan. 22

• LogicMonitor equips CIOs to lead the new era of AI-optimized data centers

  Observability is essential as AI introduces new challenges for data centers. With Observability, CIOs can monitor, analyze and optimize in real time, ensuring systems remain scalable, reliable, and ...
  
  CBS News - Jan. 21

• Foxconn Posts Record Fourth-Quarter Revenue on AI Demand

  The Taiwan-listed assembler of Apple and Nvidia products posted record revenue for the fourth quarter, helped by robust demand for servers to power burgeoning artificial intelligence technologies.
  
  The Wall Street Journal - Jan. 5
• 

  Judge orders Trump sentenced on Jan. 10, signals no punishment for conviction

  A New York judge has ordered President-elect Trump’s criminal sentencing for Jan. 10, rejecting his demand that his hush money case be dismissed to accommodate his presidency following his election ...
  
  The Hill - Jan. 3

More from Financial Times

• 

  ECB warns of ‘headwinds’ to Eurozone economy as it cuts rate to 2.75%

  Move comes after Fed keeps borrowing costs on hold
  
  Financial Times - 1h
• 

  Eurozone economy unexpectedly flatlines in fourth quarter

  GDP figure published before European Central Bank cut its benchmark rate to lowest level since early 2023
  
  Financial Times - 1h
• 

  No survivors found after mid-air collision over Washington

  American Airlines passenger jet collided with army helicopter over Potomac River
  
  Financial Times - 5h
• 

  With DeepSeek, China innovates and the US imitates

  The start-up’s breakthrough confounds outworn prejudices about the two countries
  
  Financial Times - 6h
• 

  The ‘conservative international’ battle with Britain

  This time around, the Trump victory comes as the UK is vulnerable to potent arguments from the right
  
  Financial Times - 6h

More in Business

• Sherwin-Williams sales fall short of estimates in choppy market, but stock perks up

  Paint giant Sherwin-Williams offered soft guidance for the first quarter and for all of 2025.
  
  MarketWatch - 8m

• RFK Jr. stumbles over basics of Medicare, Medicaid during Senate confirmation hearings

  Kennedy struggled to identify and explain the fundamental aspects of Medicare, which provides coverage to older and disabled Americans.
  
  CNBC - 10m

• If you see ‘1099’ on a piece of mail and just shove it into a folder, you’re missing out on valuable knowledge

  Here’s how to read your investment statements like a pro.
  
  MarketWatch - 13m
• 

  F.C.C. Chair Orders Investigation Into NPR and PBS Stations

  Brendan Carr, the chairman of the Federal Communications Commission, recently expressed concern about NPR and PBS’s sponsorships.
  
  The New York Times - 17m

• Oracle is seizing on Stargate’s AI momentum to refinance at least $7 billion in old debt

  Major tech stocks sold off sharply this week on DeepSeek jitters, but the bond market has been fairly steady.
  
  MarketWatch - 18m