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To: Julius Wong who wrote (94214)	4/16/2025 12:45:01 PM
From: Return to Sender	2 Recommendations Recommended By Julius Wong Renmanco Respond to of 95420

ASML beats by 0.56, beats on revs; guides Q2 revs in-line; reaffirms FY25 revs guidance 6:01 AM ET 4/16/25 \| Briefing.com Reports Q1 (Mar) earnings of 6.00 per share, 0.56 better than the FactSet Consensus of 5.44; revenues rose 46.4% year/year to 7.74 bln vs the 7.35 bln FactSet Consensus.Quarterly net bookings in Q1 of 3.9 billion2 of which 1.2 billion is EUV Co issues in-line guidance for Q2, sees Q2 revs of 7.2-7.7 bln vs. 7.41 bln FactSet Consensus.Q2 gross margin between 50% and 53% Co reaffirms guidance for FY25, sees FY25 revs of 30-35 bln vs. 31.01 bln FactSet Consensus.FY25 gross margin between 51% and 53%Additional commentary on outlook"Our conversations so far with customers support our expectation that 2025 and 2026 will be growth years. However, the recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a while. As previously shared, artificial intelligence continues to be the primary growth driver in our industry. It has created a shift in the market dynamics that benefits some customers more than others, contributing to both upside potential and downside risks as reflected in our 2025 revenue range."Update dividend and share buyback programASML intends to declare a total dividend for the year 2024 of 6.40 per ordinary share, which is a 4.9% increase compared to 2023.Recognizing the three interim dividends of 1.52 per ordinary share paid in 2024 and 2025, this leads to a final dividend proposal to the Annual General Meeting of 1.84 per ordinary share.

To: Julius Wong who wrote (94214)	4/16/2025 12:46:39 PM
From: Return to Sender	1 Recommendation Recommended By Julius Wong Respond to of 95420

US Equity Indexes Slump After Nvidia Pushes Technology Sharply Lower 12:36 PM ET 4/16/25 \| MT Newswires US Equity Indexes Slump After Nvidia Pushes Technology Sharply Lower12:36 PM EDT, 04/16/2025 (MT Newswires) -- US equity indexes declined after a sharp sell-off in Nvidia (NVDA) weighed on risk sentiment. The Nasdaq slumped 2.2% to 16,452.1, with the S&P 500 down 1.3% to 5,328.2 and the Dow Jones Industrial Average 0.6% lower at 40,149.3. Technology sank 3.2% intraday, the steepest decliner. Consumer discretionary and communications services were among the worst performers. The energy sector led the gainers. Nvidia (NVDA) said new US export restrictions require licenses for H20 chips to China and D5 countries, prompting a planned $5.5 billion charge for inventory and related commitments, CFRA, an independent research provider, told MT Newswires. This development contradicts recent media reports suggesting potential easing of restrictions following Nvidia Chief Executive Jensen Huang's meeting with President Donald Trump. "While NVDA has historically adapted to export controls by developing China-specific products, we estimate that this development puts about 8%-10% of the company's revenue tied to China servers at risk," CFRA said, adding Nvidia has about 13% of total revenue exposure to China. Nvidia and Advanced Micro Devices (AMD) will face new restrictions on the export of advanced microchips used for artificial intelligence applications to China, a US Commerce Department spokesperson told Reuters. . Also weighing on technology bulls was ASML Holding's (ASML) results overnight. The company's shares slumped 5.5% intraday, the third-worst performer on the Nasdaq behind Nvidia and Advanced Micro Devices, after the company's fiscal Q1 net revenue and guidance for Q2 net sales missed analysts' expectations. In economic news, the U.S. Census Bureau reported retail sales rose 1.4% in March from the prior month, compared with a 0.2% gain in February and ahead of the FactSet consensus estimate for an increase of 1.3%. West Texas Intermediate crude oil futures jumped 1.8% to $62.48 a barrel. Gold futures surged 3% to $3,338.11 per ounce, and their silver counterpart jumped 1.9% to $32.91.