ASML raised its 2026 financial outlook, citing stronger demand driven by artificial intelligence as the primary catalyst. The Dutch semiconductor equipment maker is a critical supplier of extreme ultraviolet lithography machines, which are essential for producing advanced chips used in AI infrastructure buildout across data centers and hyperscaler deployments. The guidance revision signals that chipmakers are accelerating capital expenditure plans rather than deferring them, a meaningful read-through for the broader semiconductor supply chain. Investors and analysts will now focus on order book composition, EUV machine delivery schedules, and whether the demand signal is concentrated among a handful of large customers or reflects broader industry momentum. Any detail on geographic split and export-control exposure, given ongoing restrictions on sales to China, will carry additional weight for risk assessment in the quarters ahead.
Indian startups raised $5.2 billion across 501 deals in H1 2026, down 9% in value but up 7% in deal count year-on-year, per the Inc42 Indian Tech Startup Funding Report. The drop is driven by fewer mega-rounds, while AI funding surged 317% and growth-stage deal activity hit a multi-year high.
The BSE Sensex fell 893 points and the Nifty 50 shed 279 points on June 30, 2026, wiping out roughly Rs 6 lakh crore in investor wealth in a single session. Both indices dropped 1.16%, closing at 76,200.68 and 23,824.10 respectively.
Kotak Mahindra Bank shares fell nearly 3% to Rs 397.6 after CEO Ashok Vaswani announced plans to exit the bank. Investor concern now centres on succession timing and whether the bank's ongoing digital and deposit-growth strategy will stay on track.
South Korea's Kospi dropped 3% at Monday's open while Japan's Nikkei fell 1%, as escalating US-Iran conflict triggered a broad risk-off move across Asian markets. South Korea's heavy reliance on Middle East oil imports makes it especially vulnerable to geopolitical shocks of this kind.
