These 10 AI stocks offer exposure to every corner of the artificial intelligence revolution, from robotics to nuclear power.Artificial intelligence (AI) stocks continue dominating market headlines as companies race to capitalize on the $286 billion AI data center chip market projected by 2030. While megacaps like Nvidia (NVDA 1.46%) grab attention, savvy investors are hunting for the next wave of AI winners across robotics, cloud infrastructure, and the critical supply chain powering this revolution.From au ...

Group 1 - Mistral aims to compete globally in AI, developing models and data centers to rival US and Asian companies [1][2] - The company received significant investment from ASML, which acquired an 11% stake for $1.5 billion, marking a strategic partnership [3] - Mistral is valued at approximately $14 billion following this investment, highlighting its current position relative to competitors like Anthropic and OpenAI [3] Group 2 - Founded two years ago, Mistral is positioned as a key player in Europe's tech landscape, supported by French President Emmanuel Macron and a national AI plan worth €109 billion ($127 billion) [2][3] - ASML's monopoly on EUV lithography machines places it at the center of the AI semiconductor market, enhancing its partnership with Mistral [3] - Mistral has attracted a diverse range of investors, including Bpifrance, Lightspeed Ventures, Eric Schmidt, Andreessen Horowitz, Nvidia, and Microsoft [3]

Core Insights - Mistral AI, a leading AI company in France, raised €1.7 billion (approximately $2 billion) in a Series C funding round led by ASML, increasing its valuation from $6.4 billion to about $13.7 billion [2][3] - Mistral AI is recognized as a competitor to major US AI firms like OpenAI and Google, with its chatbot Le Chat being enhanced with features such as deep research and voice capabilities [3][4] - The partnership with ASML aims to leverage AI to address engineering challenges in the semiconductor industry, highlighting the interconnectedness of AI and semiconductor technologies [6][7] Funding and Valuation - The recent funding round has more than doubled Mistral's valuation to approximately $13.7 billion [2] - Notable investors in this round include Nvidia, DST Global, Andreessen Horowitz, and others [2] Product Development - Mistral has released several advanced AI models, including Mistral Medium 3 and Mistral Code, which outperform competitors' solutions [4] - The company is also focusing on inference-optimized AI models, positioning itself competitively in the current AI landscape [4] Strategic Partnership - ASML's investment is seen as a strategic move to enhance the entire technology chain from AI development to infrastructure engineering [5][6] - ASML's CEO emphasized that the collaboration will bring significant benefits to ASML's customers through innovative products and solutions [4][6] Market Context - The collaboration between a semiconductor equipment supplier and an AI startup reflects the growing importance of AI in semiconductor manufacturing [6][7] - The concept of "technological sovereignty" is driving interest in such partnerships in the post-globalization era [7]

Core Viewpoint - ASML, a Dutch lithography giant, has invested €1.3 billion in French AI startup Mistral AI, becoming its largest shareholder, aiming to integrate generative AI technology into its operations to enhance lithography machine development and manufacturing efficiency [1][5][9] Investment and Strategic Partnership - The investment allows ASML to acquire an 11% stake in Mistral AI and aims to develop AI-enabled solutions for its extensive customer base, with ASML's CFO Roger Dassen joining Mistral's board [5][9] - Morgan Stanley views the investment as having a neutral short-term impact on ASML's earnings expectations, while UBS and Wolfe Research maintain a bullish outlook, raising ASML's target price significantly [2][4][10] Market Reactions and Stock Performance - ASML's stock has seen a notable increase, trading around €685 per share in Europe and $805 per share in the US, driven by the High-NA lithography machine deployment and the Mistral AI investment [2][4] - Morgan Stanley maintains a "hold" rating with a target price of €600, while UBS has raised its target price from €660 to €750, reflecting differing market sentiments [2][4][10] Future Growth Prospects - UBS forecasts a compound annual growth rate of 20% for ASML's earnings per share from 2026 to 2030, supported by strong financial fundamentals and demand for High-NA EUV lithography machines from major semiconductor manufacturers [10][11] - The transition of High-NA technology from laboratory validation to commercial deployment is expected to significantly boost ASML's long-term growth prospects [9][12] Technological Advancements - High-NA EUV lithography machines, utilizing a 0.55 NA lens, are crucial for advancing manufacturing processes at 2nm and below, enhancing resolution and efficiency in chip production [12]

Core Insights - ASML has invested €1.3 billion in Mistral, enhancing the startup's reputation and positioning it as a significant player in Europe's AI landscape [1][2] - Mistral's valuation will rise to €11.7 billion following this funding round, making it one of Europe's most valuable private companies [1] - The investment is part of a broader strategy to reduce reliance on US technology and foster European AI sovereignty [2][5] Investment Details - The investment from ASML is part of a €1.4 billion contract, with approximately half coming from collaborations within the EU [2] - Mistral is the only European company developing large language models to compete with major players like OpenAI [1][2] - The partnership aims to optimize industrial manufacturing, indicating a strategic focus on practical applications of AI [2] Competitive Landscape - Mistral faces significant competition from larger US and Chinese firms that have invested hundreds of billions in AI [3][4] - Analysts question whether ASML's investment is sufficient given the scale of competition [3] - Mistral's lack of large international clients and slower growth compared to US counterparts pose challenges [5] Geopolitical Context - The investment is seen as a move to support the European AI ecosystem amid geopolitical tensions, particularly regarding data privacy and technology sovereignty [4][5][6] - ASML's CEO denies that the investment is primarily driven by geopolitical factors, emphasizing the collaboration's mutual benefits [5] Future Prospects - Mistral's focus on addressing inefficiencies in complex business areas may provide growth opportunities [4] - The investment could help ASML diversify its business beyond lithography technology, which is facing potential limits [4]

Group 1 - ASML Holding N.V. is recognized as a prominent AI stock on Wall Street, with Barclays analyst Simon Coles raising the price target to EUR680.00 from EUR650.00 while maintaining an Equal Weight rating [1] - The company has experienced years of double-digit growth, but it may face minimal growth for the second consecutive year due to uncertainties related to customer dynamics [1] - ASML specializes in developing and selling advanced semiconductor equipment, including lithography, metrology, and inspection systems for chip manufacturing [2] Group 2 - While ASML is acknowledged as a potential investment, there are other AI stocks that may offer greater upside potential and carry less downside risk [3] - The report suggests that certain undervalued AI stocks could benefit from Trump-era tariffs and the trend of onshoring [3]

Schwab network Sam Bodis is with us. And how about ASML announcing a $1.53% billion um investment in Mistl. Yes, this is two European tech giants really teaming up now and it's fascinating.Nicole, good morning to you. What we're seeing playing out here in the US, also over in China and then also in Europe. So Mistral AI is an Nvidia backed company, one of Europe's most well-known AI developers is a French company.It's been around for about 2 years. And then obviously ASML being one of the biggest tech playe ...

ASML's announcement it was buying a significant stake in a producer of one of the leading large language models has prompted both curiosity as well as praise. ...

Dutch chip-gear maker ASML's $1.5 billion investment in French artificial intelligence firm Mistral has given a shot in the arm to Europe's AI ambitions and hopes for more regional tech sovereignty against the dominance of U.S. and Asian rivals. ...

Core Insights - ASML Holding and Mistral AI have formed a strategic partnership to enhance innovation in the semiconductor and AI sectors [1] - ASML is investing 1.3 billion euros in Mistral AI's Series C funding round, acquiring an 11% stake [2] - The collaboration aims to integrate AI models into ASML's product portfolio and R&D operations for improved lithography systems [1][3] Investment Details - ASML's investment positions it as the lead investor in Mistral AI's $2 billion Series C funding round [5] - This investment is expected to strengthen ASML's position in the semiconductor industry and reduce reliance on American and Chinese AI models [6] Strategic Implications - The partnership signifies a shift from a traditional vendor-client relationship to a collaborative approach for joint research and AI-enabled product innovation [3][4] - ASML will have a seat on Mistral AI's Strategic Committee, enhancing its influence in the AI domain [4] Market Performance - ASML's stock has increased by 15% in 2025, outperforming the Nasdaq 100 Index, driven by strong demand for its extreme ultraviolet lithography machines [5] - The collaboration is seen as a critical enabler of the current AI-driven chip boom [5]