ASML Stock Recent News

Investors in the technology sector share one common pain point across the board in today's market: as the recently rolled-out trade tariffs by President Trump start to hurt forecasts and sentiment in the United States economy, some of the high-flying names in this space have now become the subject of uncertainty and declining sentiment.

ASML moves up over 1% on a negative day for the broad market

ASML is set for a strong rebound in 2025, with projected revenue growth of 20.3% after a contraction in 2024. The semiconductor market outlook is robust, driven by AI infrastructure investments, strong logic and memory demand, and DAO segment stabilization. ASML's EUV segment, especially high-NA systems, is expected to be the primary growth driver, supported by new product launches and customer adoption.

The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.

After a sharp but short-lived pullback last month, US equity markets, particularly tech and AI-related names, are charging higher once again. The AI bull run appears to be back on track.

Taiwan Semiconductor Manufacturing Co (2330.TW), the world's largest contract chipmaker, is still assessing when it will use ASML's cutting-edge high numerical aperture (NA) machines for its future process nodes, an executive said on Tuesday.

The US government's inconsistent tariff policies are causing uncertainty, leading to reduced corporate CAPEX spending, slower growth, and potential recession risks. The uncertainty in the market is evident; US GDP growth in Q1 was negative, and the economy may enter recession in Q2 2025. Yet, the technical recession will likely be short-lived, and if equities pull back, this will serve as a good buying opportunity.

ASML is the unrivaled infrastructure play for the AI boom, holding a monopoly on EUV lithography essential to all advanced chips. Decades of R&D and massive barriers to entry give ASML a Buffett-style 'moat with sharks,' ensuring its dominance and technological lead. Despite regulatory risks and export controls, ASML's projected high-teens EPS growth and rapid dividend increases make it a compelling long-term investment.

Explore the exciting world of ASML (ASML 0.45%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

ASML's new $400 million chip colossus transforms how semiconductors are made. CNBC got the first-ever on-camera look at the new machine, called High NA.