ASML Holding N.V. Stock News

A growing number of analysts are calling AI a bubble. These three companies have strong enough businesses to survive if some air comes out of the trend.

ASML has a near-monopoly on equipment necessary for chip manufacturing. That privileged position has allowed the Dutch company to earn fat profit margins.

ASML is the most important company that most people have never heard of before. The company has a monopoly on the technology that makes AI and smartphones even possible.

TSMC's Q3 2025 results confirmed its structural strength, posting 40.8% YoY revenue growth and a 50.6% operating margin, driven by expanding AI and HPC demand amid global capacity diversification. ASML's Q3 2025 reflected resilient EUV equipment demand, 51.6% gross margin, and €5.4 B in bookings, as management reaffirmed AI-driven lithography intensity and long-term revenue potential up to €60 ...

Cloud infrastructure specialist Nebius Group has key relationships with Nvidia and Microsoft. ASML is the only company capable of providing EUV lithography machines to chip foundries.

Nvidia GPUs power AI workloads in the cloud, but they wouldn't get produced without these two companies. One company makes the equipment that helps manufacture advanced chips; the other buys that equipment for fabrication facilities.

Palantir's valuation has gotten overheated. ASML is a critical supplier in the chip industry.

In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: