The latest Market Talks cover Technology, Media and Telecom, with releases at 4:20 ET, 12:20 ET and 16:50 ET. ASML Holding reports sales and margin forecasts for the current quarter above expectations. The Dutch supplier of semiconductor‑making equipment projects sales between 11‑12 billion euros in Q3, above the 10.34 billion estimate. ASML’s gross margin should be between 55‑57%, versus a forecast of 52.2%, and shares rise 5.8% to 1,646.40 euros.

Ericsson faces surging component prices and market skepticism about its ability to offset costs. The company’s weaker gross margin guidance for Q3 stems from new project rollout costs, though it plans cost mitigation via product substitution, supply‑chain actions and contract renegotiations. Operating expenditure is expected to drop to 78 billion Swedish kronor this year, and a new licensing deal should improve margins; shares fall 0.4% to 98.12 kronor.

SK Hynix ADRs trade at a premium of more than 50% to the Seoul line, reflecting global investor demand for AI hardware exposure. Despite a 6.2% rally, the Kospi remains 20% below its June peak, and SK Hynix’s alldieweil shares rise 8.8%.