AI News Investors Should Not Miss

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

Number of Hedge Fund Holders: 81 

ASML Holding N.V. (NASDAQ:ASML) makes and sells advanced semiconductor equipment systems. Morgan Stanley analyst Lee Simpson recently downgraded ASML Holding N.V. (NASDAQ: ASML) stock to Equal Weight from Overweight with a price target of EUR 800, down from EUR 925.

The analyst, in an investor note, saw a balanced risk/reward for the shares given late cycle share price dynamics. The note further added that ASML’s risks included weak Intel capacity adds, a slowing DRAM cycle in 2025 and ongoing uncertainties surrounding China demand. The company has come under pressure in recent months after a tightening of export controls by the US and Dutch governments aimed at curbing Chinese access to AI chips.

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