Trump's Tariff Threat Casts Shadow Over ASML's 2026 Growth Plans, Despite Strong Q2, AI Momentum
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ASML Holding NV has warned investors that its growth outlook for 2026 is uncertain due to rising macroeconomic uncertainties and trade tensions, particularly tariffs on new systems and parts for the U.S. Despite strong Q2 results with $8.9 billion in sales and $2.66 billion in profit, the company cannot confirm its growth plans. Strong bookings of $6.4 billion were reported, exceeding estimates, but the forecast for Q3 sales fell short of analyst expectations. ASML shares rose 2.02% but dropped 7.10% after hours following the results.
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