ASML Holding N.V. Stock News

ASML is the indispensable, monopolistic foundation of the global semiconductor industry, yet it trades at a significant and unjustified 'European discount' versus its tech clients. Geopolitical risks and export bans to China are overblown; global chip demand will simply shift to other ASML customers, preserving overall equipment demand. ASML's current dominance in EUV lithography ensures a stro...

Key Points in This Article: The $1.7 trillion U.S.

There are a few players in the technology sector who have a near monopoly in their businesses, and investors can use that to their advantage when planning for the next outsized upside play in their portfolios. Knowing what to look for comes into play for the savvy ones, and those who can connect the dots will likely land on the right side of history in this artificial intelligence gold rush.

The stock market remains on an upward trajectory, and the major market indexes are at all-time highs as investors continue piling into the leading technology companies. What's the cause?

Just when you start to see hints indicating the boom of artificial intelligence (AI) stocks is coming to an end, signs that the boom will continue emerge. That has helped AI stocks continue to rocket higher and higher.

ASML's stock underperformed the S&P 500 due to trade tensions and China-related order cancellations, but its technology leadership remains intact. Despite €1.4 billion in Chinese order cancellations, ASML delivered strong Q2 results with 31% revenue growth and EPS up 47% year-on-year. Guidance reflects uncertainty, especially regarding China, but ASML still expects 15% sales growth and robust m...

Key Points in This Article: Monopolies, though often regulated, can arise naturally through innovation and market dominance, offering unique investment opportunities.

Artificial intelligence (AI) continues to be a driving theme in this market. One of the smartest ways to continue playing this trend could be with semiconductor-related stocks that are poised to continue to benefit from the ongoing data center buildout.