EUV is trading at $25.52 (-3.02%) despite strong AI-chip demand, as investors turn cautious ahead of the August 12, 2026 CPI report, which could reset Federal Reserve rate expectations.
- The Nasdaq fell roughly 0.33%, while oil rose amid unresolved Strait of Hormuz tensions, adding inflation and risk concerns.
- TSMC’s 44.7% July sales growth provided sector support.
- That support did not offset profit-taking after EUV’s recent rally.