Stock Movers ASML Soars, Texas Instruments Jumps, AT&T Higher After Earnings Beats Expectations.
Jan 28, 2026
ASML surges after record quarterly orders and a plan to slim its workforce. Discussion covers cautious CEO comments about gradual AI-driven demand. Texas Instruments posts a surprisingly strong forecast signaling a rebound in industrial and automotive demand. AT&T reports better-than-expected results with its best broadband subscriber growth in a decade.
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ASML's Blowout Orders Signal AI Demand
- ASML reported record Q4 bookings of €13 billion, nearly double analyst estimates, signaling strong demand tied to AI.
- The company also plans to cut about 1,700 jobs to boost efficiency while customers cautiously ramp capacity.
Market Hesitation Despite Strong ASML Results
- ASML's CEO said customers see AI demand as sustainable but expect a gradual supply increase, prompting mixed analyst reactions.
- That caution helps explain why the stock swung between gains and losses after the initial surge.
Texas Instruments Signals Industrial Recovery
- Texas Instruments raised Q1 guidance, showing recovery in demand for industrial and automotive analog chips.
- The outlook suggests customers cleared inventory backlogs and resumed buying, lifting a lagging semiconductor segment.