ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an "arms race," but that he sees no bubble in the industry. The Dutch company is Europe's most valuable company, and one of the most important cogs in the global AI supply chain.
ASML Holding remains a must-own AI portfolio position, boasting an unrivaled EUV lithography moat and diversified customer base. Despite a premium valuation (~38x forward PE), ASML's risk-reward is compelling due to stable demand, a robust order book, and limited competitive threats. High-NA system adoption, advanced packaging wins, and strong installed base sales underpin resilient growth, though cyclicality and geopolitical risks persist.
Taiwan Semiconductor's surging AI-driven revenues, aggressive expansion and stronger long-term growth outlook make it a better investment option than ASML Holding.
Customers of chip equipment maker ASML include at least one firm with links to the Chinese military, Dutch television program Nieuwsuur reported on Tuesday.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Does ASML (ASML) have what it takes to be a top stock pick for momentum investors? Let's find out.
ASML (ASML) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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ASML Holding ( NASDAQ:ASML ) has long dominated the semiconductor world with its stranglehold on extreme ultraviolet (EUV) lithography machines.
In today's market, investor attention remains fixated on a handful of mega-cap AI leaders driving the latest rally.
Chip equipment maker ASML on Thursday launched a technical academy in Phoenix to train engineers to service the Dutch company's complex chipmaking machines.
ASML (ASML) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.