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Recent Articles
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Taiwan Semiconductor Looks to Strong Q4
Oct 19, 2025
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Image Source: TSMC.
Looking to the fourth quarter of 2025, Taiwan Semiconductor’s revenue is expected to be between $32.2-$33.4 billion, with gross margin expected to be between 59%-61% and its operating margin targeted in the range of 49%-51%. At the end of the third quarter, cash and investments totaled $90.1 billion, while bonds payable and bank loans came in at $31.4 billion. We like TSMC’s pure-play foundry business model, and trends continue to look favorable for the chip maker.
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ASML Holding’s Net Bookings Beat Expectations
Oct 17, 2025
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Image Source: TradingView.
Looking to the fourth quarter of 2025, ASML expects total net sales between €9.2 billion and €9.8 billion, the midpoint above the consensus forecast, and a gross margin between 51%-53%. For the full year 2025, total net sales are targeted to increase around 15% relative to 2024, with a gross margin around 52%. The company pays an interim dividend of €1.60 per ordinary share and repurchased around €148 million worth of shares in the third quarter. We like the momentum behind ASML’s business and continue to include shares in the ESG Newsletter portfolio.
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Dividend Increases/Decreases for the Week of October 17
Oct 17, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Key Comments from the Banks This Earnings Season
Oct 15, 2025
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Image: The banks continue to perform well.
Let's read through key comments from banking executives this earnings season.
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