ASML Holding N.V. Aktie News

Nvidia is a semiconductor powerhouse that is playing a pivotal role in the growth of AI. Without the necessary hardware, the fabrication of advanced semiconductors isn't possible.

The orders for ASML's advanced chipmaking equipment grew remarkably last quarter, and it won't be surprising to see that trend continue. The huge capital spending on AI infrastructure is likely to be a tailwind for ASML since its machines play a critical role in the fabrication of cutting-edge chips.

ASML's stock price has nearly tripled over the past five years. Its monopolization of the EUV lithography market is driving its long-term growth.

Nvidia and AMD are the leading chipmakers, while ASML's machines help foundries build those chips. Symbotic's robots help its corporate customers manage inventory and automate their processes.

Advanced Micro Devices is gaining momentum following recent announcements. ASML's EUV lithography machines are mission-critical to artificial intelligence (AI) innovation.

Forward stock splits decrease a company's share price and proportionally increase shares outstanding, while reverse stock splits do the opposite. Forward stock splits tend to happen because a stock has recently gone on a strong run.

Substrate, a small U.S. startup, said on Tuesday that it had developed a chipmaking tool capable of competing with the most advanced lithography equipment made by Dutch firm ASML.

ASML Holdings has delivered a +57.4% gain since my last 'strong buy' rating, far outperforming the S&P 500. ASML's strong margins, robust cash generation, and AI-driven revenue growth justify its premium valuation, despite some concerns over China demand in 2026. With shares near historical resistance and bullish signals overextended, I am selling 60% of my position to lock in profits.