ASML Raises Full-Year Sales Forecast Again | Daybreak Europe 7/15/2026

Published 15 July 2026 · finance

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, ASML raised its full-year sales forecast for the second time this year, as a surge in AI spending drives demand for its chip-making machines. Europe's most valuable company also announced that Intel has begun using its most advanced High NA EUV machine in a sign that it's ready for widespread adoption.

Oil prices climbed for a third straight day, after the US carried out another round of strikes on Iran. President Trump has backed away from his plan for a 20% charge on cargo shipments through the Strait of Hormuz, but reimposed the blockade of Iranian ships travelling through the waterway. Traders cut bets on a July Fed rate hike after a softer-than-expected US CPI print. This as Kevin Warsh warned against complacency on inflation in his first congressional testimony as Fed Chairman. Today's guest: Jane Foley, Rabobank, Head of FX Strategy. Chapters 00:00:00 - Daybreak Europe 00:01:13 - Oil Climbs as US Completes Further Strikes on Iran 00:02:38 - ASML Raises Full-Year Outlook as AI Propels Demand 00:06:49 - Trump Drops 20% Fee for Hormuz Cargo After Gulf Pressure 00:12:18 - Warsh Says Inflation Mission Not Accomplished, Hints at Options 00:16:21 - China GDP Growth Dips 00:19:07 - BOE Governor Clla for Fiscal Discipline 00:24:24 - ASML Raises Forecast 00:28:43 - Dollar Slips Ahead of US Producer Price Data 00:31:37 - Warsh Vows to Deliver Price Stability 00:34:04 - Burnham Team Falls Into Infighting Over Miliband Chancellor Pick 00:41:25 - ASML Boosts FY Net Sales Forecast, Beats Estimates 00:43:05 - ASML Raises Full-Year Outlook as AI Propels Demand More on Bloomberg Television and Markets Like this video?

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