Update
ASML Raises Sales Outlook Amid Strong AI Demand
ASML raised its full-year sales outlook for the third time, with the revenue beating expectations. Chipmakers are already asking about equipment orders for 2029 and 2030, indicating strong long-term AI demand. However, some delayed orders show mixed spending plans. The market is also watching the upcoming September CPI, Fed speeches, and earnings reports from Bank of America, Morgan Stanley, and BlackRock.