ASML lifts outlook on record AI chip orders but analysts query capacity
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'Market irrationality is an opportunity' to buy this chip giant's shares
January 29, 2026 4:00 PM ESTThe latest results of one semiconductor company delivered another surge in orders and a major uplift to long-term outlooks, yet the stock slipped 2 percent, a move Bernstein called a clear buying opportunity.
Analyst David Dai wrote that for ASML Holdings (NASDAQ: ASML), the market irrationality is an opportunity, arguing that concerns around capacity and margins... More
