🟢 ASML is trading 3% up today on TSMC capex boost and bullish analyst calls

ASML is trading at $1371.02 (+2.96%) amid AI-driven momentum after TSMC raised its 2026 capital expenditure, signaling robust demand for ASML's critical EUV tools.

• TSMC's capex increase to $52-56B reinforces ASML's position as a key supplier in the advanced chip manufacturing ecosystem.
• Morgan Stanley sees significant 70% upside potential to €2,000, citing AI chip spending tailwinds; RBC initiated Outperform at $1,550.
• The move builds on ASML recently hitting a $500B+ market capitalization milestone.