BofA Securities maintains Buy ratings for Intel and Samsung, noting ASML benefits from Trump-era tariffs, though macroeconomic uncertainties pose risks.
Steady: 0 in the last 7 days
Updated sep 24
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How it started
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What happened
BofA Securities maintains Buy ratings for Intel and Samsung, noting ASML benefits from Trump-era tariffs, though macroeconomic uncertainties pose risks.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Intel bought EUV equipment from ASML but faces difficulties, while Deutsche Bank lowered its price target.Sub-event
BofA analysts link Trump tariffs to ASML's benefits, while noting market uncertainties for tech stocks.1 source
BofA lowered Intel's EBITDA estimates while viewing its strategy shift positively.1 source
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The entities involved
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Intel
American multinational technology company
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ASML Holding
Dutch company and supplier of photolithography systems
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Samsung Electronics
South Korean multinational electronics corporation
Related events
- Intel's stock rating underwent changes on August 14, 2026, moving from hold to strong-buy and back to hold.
- CXMT started mass production of advanced chips, while Samsung's growth is driven by robot demand, and CEOs predict chip prices will begin falling.
- Trump and the Administration are involved in various equity investments and monitoring of major tech companies, including Micron, Intel, IBM, and quantum computing firms.
Coverage
Newest first; wire copies grouped- Insider MonkeyASML Stock Still a Buy Despite Tariff and Booking Headwinds ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks Analysts Are Backing Right Now. On September 2, BofA Securities analyst Didier Scem
- Insider MonkeyIs ASML’s (ASML) Growth Story Still Intact Despite 2026 Uncertainty? ASML Holding N.V. (NASDAQ:ASML) is one of the top stocks to buy and hold forever. The company enjoys an unrivalled competitive pos
- Investing.comBofA: Intel’s new approach may ease execution pressure Investing.com -- Bank of America told investors on Tuesday that it views Intel’s recent shift in strategy as a “credit positive,” highlighting a