15 Trending AI Stocks on Latest News and Analyst Ratings

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7. ASML Holding N.V. (NASDAQ:ASML)

Market Capitalization: $268 Billion 

ASML Holding N.V. (NASDAQ:ASML) makes and sells advanced semiconductor equipment systems. On November 12, investment advisory Bernstein penned an investor note on the US-China tensions over advanced chips, highlighting ASML as one of the stocks that could be caught in the crossfire. Bernstein analysts, led by David Dai, noted that there had been two major rounds of US restriction, in Oct. 2022 and Oct. 2023, but China’s WFE spending in 2024 was 60% higher than in 2022. Per Dai, depending on the specific measures of restriction, another round might not materially impact China’s overall purchase of WFE. The analysts added that if, and when, new WFE export restrictions to China were announced, it could present a buying opportunity for some chip stocks.

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