Shikshan Nivesh

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• Shikshan Nivesh@shikshannivesh.bsky.social03/11/2026 15:30

  ASML recorded blockbuster results in the morning. Sales were a record €11.7 billion, up from €7.5 billion a year ago. The gross margin was 57.5%, up from 51.6%. For the fourth quarter it guided €14.2 to €15.2 billion, which would be another record. #invest

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• Shikshan Nivesh@shikshannivesh.bsky.social12/10/2026 14:30

  It is planning for about $4.25 a gallon in the December quarter, so the rest of its year depends on whether fares can keep rising as fast as fuel. How long can airlines keep passing this on before people start flying less?

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• Shikshan Nivesh@shikshannivesh.bsky.social12/10/2026 14:30

  Jet fuel cost Delta Air Lines ($DAL) $3.61 a gallon last quarter, 60% more than a year ago, and that is why Delta cut its full-year profit forecast to $5.10-5.60 a share from $6.50-7.50 even though its revenue grew 16% on strong demand and higher fares. #invest #investing

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• Shikshan Nivesh@shikshannivesh.bsky.social12/10/2026 03:58

  In July it said it plans to add 30% to that for 2027, about 85 machines, and is looking at another 30% for 2028. It says the extra capacity follows customer commitments across its products. ASML is the backbone of the whole semiconductor industry.

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• Shikshan Nivesh@shikshannivesh.bsky.social12/10/2026 03:58

  ASML ($ASML) is the only company that makes EUV machines, the tools that print the most advanced chips, and it can build around 65 of the low-NA kind this year. #invest #investing

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