ASML Shares Jump 5% as Semiconductor ETFs Rally on AI Earnings
ASML Holding shares climbed 5.00% Monday, lifting its YTD gain to 27.05% as semiconductor ETFs surged. The sector rally featured SOXL up 11.6%, SMH rising 3.6% and SOXX up 4.0%, underpinned by AI-driven revenue jumps at NVIDIA and Broadcom.
1. ETF-Driven Share Gain for ASML
ASML Holding registered a 5.00% gain Monday, outperforming broader markets and contributing to a 27.05% year-to-date advance. The jump was driven by strong sector sentiment as investors rotated back into semiconductor names via both leveraged and non-leveraged ETFs.
2. Broader Semiconductor Momentum
The Direxion Daily Semiconductor Bull 3X ETF (SOXL) surged 11.6%, while VanEck’s SMH and iShares’ SOXX rose 3.6% and 4.0%, respectively. Sector strength was underpinned by NVIDIA’s Q4 revenue of $68.13 billion (up 73.2% YOY) and Broadcom’s AI chip sales of $8.4 billion (up 106% YOY), highlighting robust AI-driven demand.