ASML Stock Jumps as Strong AI Demand Lifts Bookings

Core Insights - ASML Holding shares increased by 7% in premarket trading following better-than-expected fourth-quarter results [2][5] - The company's net bookings reached 7.09 billion euros ($7.38 billion), significantly exceeding analysts' consensus estimate of 3.99 billion euros [2][5] - ASML reported net sales of 9.26 billion euros and net income of 2.69 billion euros, both surpassing projections [2] Financial Outlook - For the first quarter, ASML expects net sales between 7.5 billion euros and 8.0 billion euros, which is above the Visible Alpha consensus [3] - The company reaffirmed its 2025 net sales outlook of 30 billion euros to 35 billion euros [3] Industry Context - ASML's CEO stated that artificial intelligence (AI) will be a key driver for growth in the semiconductor industry [4] - The company faced a decline in share price due to market reactions to a low-cost AI model from Chinese startup DeepSeek, which affected ASML and other AI-related stocks [4]