ASML Holding N.V. Stock News

ASML Holding (NASDAQ: ASML) is extending gains on Monday after a senior Bank of America analyst said it could be a major beneficiary of the recent $5.0 billion agreement between Intel and Nvidia. The aforementioned deal is broadly expected to strengthen Intel's competitiveness in data centres and PCs.

ASML Holding NV (NASDAQ:ASML, ETR:ASME) has been handed a big vote of confidence from Morgan Stanley, which has upgraded the Dutch chip-equipment maker to “overweight” and lifted its price target from €600 to €950, implying about 20% upside from current levels. The bank argues that the worst of the earnings downgrades is over and that attention should now shift to 2027, when it expects earnings...

The artificial intelligence (AI) revolution has taken the world by storm and become a key catalyst for growth among some of the most valuable enterprises globally. According to a forecast by analysts at McKinsey & Company, global capital expenditures on data center infrastructure, excluding IT hardware, will surpass $1.7 trillion by 2030.

Palantir Technologies (PLTR 3.08%) has been one of the hottest stocks in the market, rising an astounding 2,660% from the start of 2023 (not long after the AI arms race began to heat up) to now. As well as Palantir has done over that time, there's another AI stock that I like even more.

Palantir Technologies (PLTR 3.08%) has been on an impressive run over the past few years. The stock is up 2,570% since the start of 2023, making it an even better performer than Nvidia (NVDA 0.34%) over that timeframe.

The biggest driver of the market remains artificial intelligence (AI), which makes it a space where investors need to have some exposure. Some of the biggest growth, meanwhile, continues to come from the build-out of the data center infrastructure needed to run AI.

On Sept. 15, Alphabet joined Nvidia, Microsoft, and Apple as the fourth U.S. company to surpass $3 trillion in market capitalization. But turn your attention across the pond, and there is not a single European company that is worth over $1 trillion, or even half that amount.

ASML invests €1.3 billion for an 11% stake in Mistral AI, gaining strategic influence and supporting European AI leadership. The Mistral AI investment aligns with ASML's core strategy, focusing on integrating AI into R&D, production, and operational cycles for next-gen lithography. Choosing Mistral AI over larger players like OpenAI offers better value, strategic alignment, and supports Europea...