ASML stock was upgraded from sell to buy by a Wall Street firm, and its price target was doubled. The firm points out that strong spending on chipmaking equipment will be a tailwind for ASML.
Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but t...
ASML shares rallied on Monday to make the stock one of the strongest-performing members of the Nasdaq 100 after an analyst upgrade due to demand from memory-chip producers.
ASML's most advanced machines will be essential for producing next-generation artificial intelligence (AI) chips. Nvidia's investment thesis is compelling even as competition heats up.
Investors might be well served to look beyond semiconductor makers to take part in the AI boom — and more toward the companies that make manufacturing and testing equipment for the chip industry.
No one comes close to ASML's lead in AI semiconductor manufacturing equipment. The Dutch company's technology is likely a decade ahead of that of its competitors.
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