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Impact · against what's priced in

The news is not material for ASML or Nvidia. While ASML is mentioned in a dividend notice and Nvidia appears in market data, neither piece of information alters the fundamental growth or capacity assumptions currently baked into their stock prices.

ASML+0.00

Doesn't touch the price's assumptions

In context

The announcement of a dividend payment is a standard corporate action and does not impact the long-term revenue CAGR or EUV shipment targets the market is focused on.

What ASML's price assumes · Aug 26

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