| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-08-11 | BUY | HIGH | Rob Black Show Afternoon podcast 8-11-26 |
Rob said Intel's $20 billion raise is good news for ASML, the primary supplier of extreme ultraviolet lithography required for advanced chips, which stands to capture substantial orders. [audio] | +0.2% | -6.2% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Market Surges As Oil Prices Slide |
Goldman added ASML to its conviction list after shares were hit on Chinese lithography news, and Rob argued China will get close but not as good as ASML. [audio] | +5.5% | +2.4% | — |
| 2026-07-28 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-28-26 |
ASML is mentioned as losing its monopoly on chip lithography tools to a Chinese competitor. [audio] | +8.1% | +9.6% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-27-26 |
Host notes ASML declined 6.9% after Chinese lithography news. [audio] | +8.1% | +9.6% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
ASM Lithography declined 6.2%; affected by Chinese chip maker IPO. [audio] | -0.6% | +5.6% | — |
| 2026-07-24 | MENTIONED | MEDIUM | Rob Black Show Broader Market Rebounded |
ASM lithography (ASML) is cited as an early winner in the AI picks and shovels phase. [audio] | -7.2% | +0.5% | — |
| 2026-07-15 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-15-26 |
ASML mentioned as increasing capacity to meet demand, positive messaging on CAPEX cycle. [audio] | -0.7% | +1.7% | — |
| 2026-07-15 | MENTIONED | MEDIUM | Rob Black Show Stocks Rise On Big Tech Gains |
ASML had an upbeat outlook, boosting Wall Street AI optimism. [audio] | -0.7% | +1.7% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
ASM Lithography is mentioned as a semiconductor equipment supplier benefiting from AI expansion. [audio] | -1.1% | -3.4% | — |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
ASM Lithography listed among AI chipmakers underperforming due to Meta's news. [audio] | +2.0% | -7.8% | +2.7% |
| 2026-07-01 | MENTIONED | LOW | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
ASML Lithography is mentioned among chipmakers going in the red this morning. [audio] | -4.0% | -11.5% | -0.3% |
| 2026-06-22 | WATCH | MEDIUM | Rob Black Show Declines In Technology Stocks |
ASML is viewed as a catch-up opportunity in AI chip manufacturing. [audio] | -2.4% | -6.6% | -12.8% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host recommends buying ASML, citing a low P/E ratio and the potential for AI-driven growth. [audio] | +1.8% | +11.3% | +7.7% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
ASML was up 7.5% today, driven by semiconductor sector momentum. [audio] | +3.1% | +24.5% | +16.5% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host lists ASM Lithography (ASML) among semiconductor names that would make up half the market if their run continues. [audio] | +10.9% | +26.9% | +25.4% |
| 2026-05-18 | MENTIONED | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
ASML is mentioned as partnering with Tata Electronics to build a chip factory in Gujarat. [audio] | +10.9% | +26.9% | +25.4% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -4.0% | +24.9% | +14.1% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions ASML as a stock that has enjoyed double-digit growth. [audio] | -6.0% | +10.8% | +11.3% |
| 2026-05-01 | BUY | HIGH | Rob Black Show Kicking Off May With Record Levels |
ASML is recommended as a winner in the self-sufficiency play for a multi-polar world. [audio] | +11.6% | +13.0% | +15.9% |
| 2026-04-22 | SELL | MEDIUM | Rob Black Show Afternoon podcast 4-22-26 |
ASML's stock dropped after TSM delayed adoption of its newest chip-making machines until 2029. [audio] | -3.2% | +13.4% | +25.1% |