EPISODE · Jul 15, 2026 · 6 MIN
What ASML Earnings Means for AMAT, Chip Manufacturers & AI Memory
from Schwab Network · host Schwab Network
Matt Dmytryszyn talks about what ASML's (ASML) earnings beat means for the greater AI chip trade. He says ASML Holding intends to raise prices for chipmaking equipment, which can impact companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC). Matt also touches on CapEx spending plans and ways the AI memory trade ties into chip manufacturers. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Matt Dmytryszyn talks about what ASML's (ASML) earnings beat means for the greater AI chip trade. He says ASML Holding intends to raise prices for chipmaking equipment, which can impact companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC). Matt also touches on CapEx spending plans and ways the AI memory trade ties into chip manufacturers. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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What ASML Earnings Means for AMAT, Chip Manufacturers & AI Memory
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