According to The Kobeissi Letter, ASML's sales rose 16% year over year in 2025 to a record EUR 32.7 billion. According to The Kobeissi Letter, this marks the 13th consecutive annual increase for ASML. According to The Kobeissi Letter, the company is Europe’s most valuable firm and the sole producer of lithography machines essential for making advanced chips. According to The Kobeissi Letter, these results highlight resilient AI-driven demand across the chipmaking supply chain, reinforcing strength in semiconductor equipment tied to AI workloads.

According to @CNBC, Morgan Stanley upgraded ASML and cited AI tailwinds as a key driver expected to boost the stock. According to @CNBC, the bank’s call frames AI demand as the primary catalyst behind ASML’s upside case. According to @CNBC, the report did not cite any direct cryptocurrency market implications from this upgrade.