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Why Will ASML (NASDAQ:ASML) Raise Parts Prices 10% From 2027?

ASML Holding (NASDAQ:ASML), the Dutch maker of lithography systems whose American depositary shares trade on the Nasdaq, is reported to be raising prices for spare parts for its DUV and EUV tools by 10% from January 2027. The report on October 12, 2026 cites …

Vinay Lochav | 13 October 2026

Why Does Goldman Sachs (NYSE:GS) See Up to USD 150B in Flash?

An analyst note from Goldman Sachs (NYSE:GS) on October 12, 2026 sees an addressable market for high-bandwidth flash of USD 40 to 150 billion by 2030. The range is wide, which signals uncertainty, and it is the firm's own projection, not a measured figure. …

Vinay Lochav | 13 October 2026

Why Did Enovix (NASDAQ:ENVX) Jump 13% on USD 11M of Revenue?

Enovix (NASDAQ:ENVX) released preliminary third-quarter revenue of about USD 11 million on October 12, 2026, a rise of 38% and above the company's guidance. Preliminary means the figure is unaudited and can change when full results are published. The shares rose 13% in premarket …

Vinay Lochav | 13 October 2026

Why Is Micron (NASDAQ:MU) Under Fire as the KOSPI Sinks 6%?

The Korean market took the first hit on October 13, 2026. The KOSPI fell about 6%, and published figures describe the drop as either more than 6% or about 6%, with the index below 6,000 for the first time since July 31. The Kosdaq …

Vinay Lochav | 13 October 2026

Why Did Micron (NASDAQ:MU), Sandisk (NASDAQ:SNDK), Western Digital (NASDAQ:WDC) and Seagate Technology (NASDAQ:STX) Slide as the KOSPI Fell 6%?

Micron Technology (NASDAQ:MU) makes DRAM and NAND memory and is the largest US name tied to memory pricing. In the October 12, 2026 session it was pressured by reports that CXMT, a Chinese memory maker, advanced a new memory-cell design and aims to launch …

Vinay Lochav | 13 October 2026

Why Did Ciena (NYSE:CIEN), Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR) and Corning (NYSE:GLW) Each Lose 6% to 10% in One Day?

Ciena Corporation (NYSE:CIEN) fell 10.0% in the October 12, 2026 session, the largest drop of the four names. The company makes optical transport and networking systems that move data between data centers and across long distances, so its sales depend on spending by network …

Vinay Lochav | 13 October 2026

Why Did Sandisk (NASDAQ:SNDK) Lose 6% as Chip Stocks Sank 2.7%?

Sandisk Corporation (NASDAQ:SNDK) was among the clearest losers of the October 12, 2026 session. It closed about 6% lower, and published figures range from 6.0% to 7.0% because snapshots were taken at different times. The company makes flash storage products, including solid-state drives and …

Vinay Lochav | 13 October 2026

Why Did Ciena (NYSE:CIEN) Plunge 10.0% in a Single Session?

Ciena Corporation (NYSE:CIEN) fell 10.0% on October 12, 2026, the steepest drop of four related names. Lumentum fell 9.8%, Coherent fell 7.9% and Corning fell 6.0%, so the group lost between 6% and 10% in a single session. These companies supply optical components and …

Vinay Lochav | 13 October 2026

Why Is Software Splitting as Salesforce (NYSE:CRM) Gains 4% and Adobe (NASDAQ:ADBE), HubSpot (NYSE:HUBS), Monday (NASDAQ:MNDY) Get Cuts?

Bank of America moved Salesforce (NYSE:CRM) up two notches to Buy and lifted its target to USD 285 from USD 160. By simple arithmetic that is a raise of about 78%, which is large for a single note. The shares gained about 4%, with …

Vinay Lochav | 13 October 2026

Why Did AST SpaceMobile (NASDAQ:ASTS) Rise 5% as SpaceX (NASDAQ:SPCX), T-Mobile US (NASDAQ:TMUS) and AT&T (NYSE:T) Drew Focus?

SpaceX (NASDAQ:SPCX) traded near USD 164 on October 12, 2026 and gained 0.5% to 1.1% depending on the snapshot. A morning report said the Federal Communications Commission approved 15,000 direct-to-device satellites, meaning satellites that connect to ordinary phones without a ground tower. That approval …

Vinay Lochav | 13 October 2026
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