Today, we will explore three artificial intelligence (AI) stocks challenging Nvidia (NASDAQ:NVDA), each poised with distinct strengths and growth potential for investors. With its cutting-edge GPUs and AI hardware, Nvidia has become the dominant force in the AI space. As a result, NVDA shares are up over 150% year-to-date (YTD).According to the latest McKinsey Global Survey on AI, 65% of organizations have embraced generative AI, nearly doubling adoption rates in the past ten months. As the AI ecosystem evo ...

Pixelbizz/iStock Editorial via Getty Images ASML Holding N.V.'s (NASDAQ:ASML) stock has struggled between 2022 and 2024 as the semiconductor industry entered a cyclical downturn. The following chart from Omdia shows that annual semiconductor industry revenue growth peaked in 2021 and declined to 9% year-over-year in 2023. Omdia 2024 Last year, the semiconductor industry was in a chip supply glut, which hurt many of its customers and slowed ASML's sales growth. Although some experts believe the chip industry ...

Will these two AI stocks follow Nvidia and go for a split?Stock splits are back in the spotlight after Nvidia took this step recently. Investors should remember that this is simply a cosmetic move that doesn't change the value and fundamentals of a company. What a stock split does is increase the number of outstanding shares while reducing the price of each share. So, the overall market value of the company remains the same.However, there is a belief that a stock split might increase demand for a company's ...

创始人维姆·特罗斯特上周去世，他让光刻机成为欧洲最贵奢侈品。 文丨 邱豪 编辑丨龚方毅 黄俊杰 关于后来者能不能造出光刻机和先进芯片，业界盛传比亚迪董事长王传福的一个说法："这些是人造的，不 是神造的。" 最赞成王传福的可能包括光刻机巨头 ASML 总部的人。跟踪 ASML 超过十年的荷兰记者马克·希金克 （Marc Hijink）对我们说，"我在 ASML 问这个问题，他们总说，自然力量在北京与荷兰是一样的。没有 任何物理定律阻止其他人制造类似的机器"。 现在全球卖出的光刻机有九成来自 ASML。其独家的 EUV 极紫外光刻机几乎是生产先进芯片的唯一选择， 一台卖两三亿美元，可以称得上欧洲最贵的奢侈品。ASML 的市值也在今年首次超过奢侈品巨头，路易威 登的母公司 LVMH。 上周，ASML 创始人维姆·特罗斯特（Wim Troost）去世，享年 98 岁。40 年前，是特罗斯特费尽全力，飞 利浦才没有彻底砍掉亏损的光刻机业务，愿意让他们独立创业。ASML 成立之时，特罗斯特已经年近六 旬。第一批员工也是在飞利浦承诺失败后回来工作，才同意加入。这不是今天风险投资人看得上的创业团 队。 多年采访后，希金克相信 ...

Nvidia's stock split is history, but investors should keep their eyes on these three AI stocks.If you've been wanting to buy Nvidia at a cheaper price, you now have the opportunity. The tech giant conducted a 10-for-1 stock split after the market close on June 7, 2024. Nvidia's share price is the lowest it's been in years.Which AI leaders could have monster stock splits on the way after Nvidia? Here are two top candidates and one definite pick.1. BroadcomIn one sense, Broadcom (AVGO 1.43%) has never split i ...

Core Viewpoint - The introduction of ASML's new High NA EUV system is expected to significantly enhance the company's financial performance in the near future, making it a potentially attractive investment opportunity [1][8]. Group 1: Financial Performance - ASML's Q1 revenue declined nearly 22% year over year to 5.3 billion euros ($5.74 billion), with a sequential drop of 27% [2]. - Equipment sales fell nearly 26% year over year to 3.97 billion euros ($4.3 billion), while service revenue decreased nearly 6% year over year to 1.32 billion euros ($1.43 billion) [2]. - The company sold 66 new lithography systems in Q1, down from 96 a year ago, and 4 used systems, unchanged from the previous year [2]. Group 2: New Technology and Customer Adoption - ASML began shipping its High NA EUV systems, with Intel being the first customer to install one in April, which is expected to enhance precision and scalability in chip manufacturing [3]. - Taiwan Semiconductor Manufacturing (TSMC) and Samsung are also set to receive shipments of the new systems by the end of the year, with TSMC expected to place significant orders related to 2nm technology starting in mid-2024 [4]. Group 3: Future Projections - ASML forecasts revenue to rise to between 30 billion to 40 billion euros ($32.4 billion to $43.2 billion) by 2025, up from 27.6 billion euros ($29.8 billion) last year [5]. - Analysts project a significant increase in earnings per share (EPS) from an estimated $20.76 this year to $32.23 in 2025, and EBITDA to rise to over $16 billion from $10.3 billion in 2024 [7]. Group 4: Valuation Metrics - ASML's stock trades at a forward price-to-earnings (P/E) multiple of about 50 times and an enterprise value (EV)-to-EBITDA multiple of 40 times [6]. - With projected increases in EPS and EBITDA, the P/E multiple could decrease to around 32 times and the EV/EBITDA multiple to about 25 times based on 2025 projections [7]. Group 5: Competitive Advantage - ASML is currently the only company producing chip manufacturing machines with High NA EUV technology, providing it with a significant technological edge over competitors [8]. - The growing demand for AI and related chips further supports ASML's market position and growth potential [8].

ASML's stock is hovering around $1,000 per share.Stock splits are back in vogue.After several years with hardly any stock splits on the market, big companies now seem to be eager to reverse course. Nvidia (NVDA -0.09%), for example, just became the fifth of the "Magnificent Seven" stocks to split its shares in less than four years, announcing a 10-for-1 stock split that's set to go into effect on June 7.Nvidia shares are up roughly 20% since the announcement, benefiting from a strong earnings report, and it ...

Despite sticky price pressures in the eurozone, the European Central Bank (ECB) delivered a widely expected interest rate cut in its June meeting, helping drive regional equities to record highs. Headline inflation in the eurozone increased to 2.6% in May from April’s reading of 2.4%. Concurrently, ECB staff expect inflation to remain at 2.5% for 2024, up from an earlier projection of 2.3%.However, the ECB shrugged off sticky inflation and began its interest rate-trimming cycle ahead of the Federal Reserve ...

ASML (ASML) shares soared 9.5% in the last trading session to close at $1,041.34. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.7% gain over the past four weeks.ASML Holding extended its rally, driven by the fact that it has become Europe’s second-biggest listed company. Moreover, its biggest client called Taiwan Semiconductor is gearing up to receive the high-NA extreme ultraviolet machine by the end of this year, which bode ...

Three semiconductor stocks are on the move today. Are any of them still cheap enough to buy?Wednesday is shaping up to be a good day for semiconductor investors, as good news from China (and a potential money grab in Taiwan) lifts share prices of Applied Materials (AMAT 4.73%), ASML Holding (ASML 8.77%), and Taiwan Semiconductor Manufacturing Company (TSM 6.23%).As of 10:30 a.m. ET, Applied Materials stock is up 4.9% and ASML 7.4%. TSMC bounced back from yesterday's decline with a 6.9% gain today.Good news ...