ASML Stocks Fall as NVIDIA Shake-Up Spills Into Chip Equipment Khac Phu Nguyen Fri, November 13, 2026 at 6:55 AM EST 1 min read ASML +0.88% NVDA +1.75% TSM +1.18% ASML +0.88% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
ASML Holding NV (NASDAQ:ASML) shares fell 1.56% to $1,510.46 at 9:35 a.m. ET in early regular-session trading on November 12 as NVIDIA's CEO resignation pulled chip names lower, Yahoo Finance's live coverage showed. The Dutch maker of lithography systems used to print advanced chips slipped into negative territory as the selling spread through the supply chain.
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ASML has been leaning on its balance sheet during the volatility. The company repurchased 422,800 shares between November 2 and 6 for about 562.8 million under the program announced January 28, 2026, including 125,000 shares on November 5 alone, the heaviest day of the week. Upstream, TSMC reported October revenue up 59.7% year over year, a sign that ASML's largest foundry customers are still running hot.
ASML's equipment orders lag AI chip demand, so a leadership shock at NVIDIA matters less this quarter than it could for 2027 capacity plans. GuruFocus gives ASML a GF Score of 96/100, with a perfect profitability rank, 9/10 momentum and 6/10 financial strength. At $1,510.46, the shares trade about 6.7% above the GF Value of $1,415.15, a "Fairly Valued" reading, at about 37 times earnings. The next test is whether NVIDIA's November 17 call keeps foundry capacity plans intact.
