With extreme ultraviolet (EUV) demand starting to come into the artificial intelligence (AI) deal cycle, investors can stop worrying about whether this will be a short-term spike in the tech trade. Shares of ASML Holding NASDAQ: ASML are rallying just over 2% following its latest quarterly earnings report, signaling growing confidence in the technology sector's long-term upside.
ASML delivered a mixed Q3 earnings result, missing revenue estimates, but net bookings showed robust growth. The low-NA EUV upgrade cycle was largely completed in H1 FY2025, and flat year-over-year revenue growth is expected in H2, which appears to be already priced in. High-NA EUV, which carries lower margins, is still in its early phase and won't meaningfully contribute to revenue growth unti...
Palantir Technologies (PLTR -0.98%) has been one of the most popular artificial intelligence (AI) investments in recent years, and for a good reason: It has delivered incredible returns to its shareholders. If you had invested $10,000 in it as the generative AI race took off at the start of 2023, your investment would have grown to be worth about $280,000 today.
ASML Holding (ASML 0.49%) has become one of the most important -- and profitable -- companies in the world. Its extreme ultraviolet (EUV) lithography machines are essential equipment for manufacturing today's most advanced semiconductors -- chips widely used in artificial intelligence (AI) processors, smartphones, and data centers, among other applications.
ASML (ASML) is the critical gatekeeper for EUV lithography, benefiting from surging AI-driven demand for advanced semiconductors. Despite efficiency gains and falling AI model costs, demand for compute and wafers is exploding, validating Jevon's Paradox in the AI era. Hyperscaler capex and data center construction are booming, with ASML's monopoly on EUV tools making it a key picks-and-shovels ...
While ASML Holding N.V. remains a critical semiconductor supplier, recent Q3 FY2025 results have not sparked a sustained stock surge. ASML's strong sales and net income growth, major AI partnership, and advanced High-NA EUV technology highlight its innovation and industry leadership. Geopolitical factors leading to declining China sales, alongside high R&D spending in a capital-intensive indust...
Shares of ASML (ASML 0.77%) were among the winners this week, as the Dutch manufacturer of lithography machines to make semiconductors posted better-than-expected results in its third-quarter earnings report and benefited from a broader upswing in tech and AI stocks, as well as the cooling off of trade tensions around China.
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