ASML Holding N.V.

Taiwan Semiconductor Manufacturing Company Limited

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Kering SA

Bank of America Corporation

Morgan Stanley

Donald Trump reiterated the imminent end of the war with Iran, claiming Tehran will suspend its nuclear program. Volatility amid the Middle East conflict helped Wall Street banks earn record trading profits, while sales of luxury brands remain under pressure. TSMC and ASML raised forecasts amid robust demand for AI chips. The main events of April 13-17 are in our review.

Highlights of the week: US-Iran pact, chipmakers raised forecasts, luxury sagged

The maker of chips for Apple and Nvidia will be able to keep margins at ultra-high levels through 2027, according to Bloomberg analyst Charles Shum

TSMC improves 2026 outlook: demand for AI chips outweighs military risks

Dutch chip equipment maker ASML - Europe's most valuable company by market capitalization - has raised its sales forecast for the full year 2026 due to a sharp rise in spending worldwide on artificial intelligence, <a href="https://www.asml.com/en/news/press-releases/2026/q1-2026-financial-results">according</a> to the company's first quarter 2026 report.

ASML raised its sales forecast due to the AI boom. Why did the stock fall?

New US sanctions could deprive the company of some of its revenue

ASML shares fall nearly 5% on risk of new US restrictions on business with China

A group of U.S. lawmakers has proposed a bill that would tighten restrictions on exports of semiconductor manufacturing equipment to China, including a ban on servicing installations already delivered. These actions by U.S. lawmakers could affect Europe's most <a href="https://companiesmarketcap.com/european-union/largest-companies-in-the-eu-by-market-cap/">expensive</a> company ASML and a number of others.

U.S. prepares new restrictions on China's chip manufacturing. Which stocks will be affected?

BE Semiconductor Industries N.V.

Infineon Technologies AG

STMicroelectronics N.V.

The list includes suppliers of chip printing and assembly equipment, a microelectronic component developer and a power electronics manufacturer

Analysts name four stocks in Europe to watch after Nvidia report

Meta Platforms, Inc.

Amazon.com, Inc.

Tesla, Inc.

The move coincided with a period of significant outflows from ESG funds

The Vatican has launched Catholic indices for Europe and the US. Which stocks are included in them?

Lasertec Corporation

Tokyo Electron Limited

ASML order book dynamics - one of the key indicators of demand for AI technologies 

ASML surprised the market with record order volume. Shares hit a new high

F5, Inc.

Texas Instruments Incorporated

Seagate Technology Holdings plc

Venu Holding Corporation

Qorvo, Inc.

General Motors Company

Micron Technology, Inc.

Microsoft Corporation

Richtech Robotics Inc.

HCA Healthcare, Inc.

UnitedHealth Group Incorporated

Synchrony Financial

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Fed signals in focus

NVIDIA Corporation

Broadcom Inc.

Advanced Micro Devices, Inc.

The semiconductor sector is entering the phase of the "game of musical chairs", believes Bank of America analyst Vivek Arya, <a href="https://finance.yahoo.com/news/bofa-says-the-chip-reshuffle-makes-nvidia-a-compelling-value-play-203403961.html">writes</a> Yahoo Finance. But the most obvious market participants can win in this game, the expert believes.

BofA named favorites in a game of "musical chairs" in semiconductor field

The dependence of the S&amp;P 500 index on the sentiment of investors invested in AI-related stocks is of concern to Scott Helfstein, a strategist at Global X Investment Company. In a note <a href="https://www.marketwatch.com/story/how-the-fragile-ai-ecosystem-may-be-one-of-the-biggest-risks-to-markets-this-year-27c3a394">cited</a> by MarketWatch, the analyst highlighted key risks to the markets in 2026. The main one is a disruption in the AI supply chain, a factor Helfstein calls the most underestimated by investors.

The analyst named the main risks for the markets in 2026. Among them - undervalued

Investment bank Morgan Stanley expects that shares of Dutch semiconductor equipment manufacturer ASML Holding in the most favorable scenario can grow by more than 70%, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-16/morgan-stanley-sees-70-surge-for-asml-shares-in-bull-case">writes</a>. This may be facilitated by the increase in capital expenditures of chip manufacturers seeking to meet the growing demand for solutions in the field of artificial intelligence, the agency points out.