WS #12146
ASML reports Q2 revenue of €9.3B, raises 2026 guidance to €43-45B, but stock flat as market awaits hyperscaler capex confirmation for AI spending durability. SpaceX shares drop below $135 IPO price to $132.62, down 41% from peak, amid broader tech selloff and volatile trading since listing. New York Governor signs executive order banning new hyperscaler data centers over 50MW for one year, threatening AI infrastructure growth and raising electricity cost concerns.
ASML Blowout Quarter and AI Capex Uncertainty
ASML reports Q2 revenue of €9.3B, raises 2026 guidance to €43-45B, but stock flat as market awaits hyperscaler capex confirmation for AI spending durability.
SpaceX shares drop below $135 IPO price to $132.62, down 41% from peak, amid broader tech selloff and volatile trading since listing.
New York Governor signs executive order banning new hyperscaler data centers over 50MW for one year, threatening AI infrastructure growth and raising electricity cost concerns.