EUV is trading at $25.93 (+3.31%) as AI-chip demand supports its photonics and semiconductor-equipment exposure.

  • EUV is rebounding after falling 2.60% on August 5; ASML raised its 2026 outlook.
  • ASML previously cited extremely strong demand and planned substantial EUV capacity expansion, reinforcing longer-term sector fundamentals.
  • The move appears ETF- and sector-specific: major U.S. indices are modestly mixed, while technology and chip stocks remain pressured by AI-spending concerns and disappointing reactions to storage and semiconductor results.