Events · who it helps and who it hurts

ASML bookings and guidance

ASML, the only maker of the most advanced chip-making machines, reports its orders.

Not on our calendar

The reads below are for when ASML's orders beat expectations. Expect the opposite when ASML's orders miss expectations.

Sectors

TechnologyUsually helpsOrders for chip-making machines show how many new chip factories are coming.

Basic MaterialsNo documented read

Communication ServicesNo documented read

Consumer CyclicalNo documented read

Consumer DefensiveNo documented read

EnergyNo documented read

Financial ServicesNo documented read

HealthcareNo documented read

IndustrialsNo documented read

Real EstateNo documented read

UtilitiesNo documented read

Where each sector’s relative strength sits this week is on the rotation board.

Semiconductor Equipment & MaterialsUsually helpsApplied Materials, Lam and KLA sell into the same factories.