According to @ReutersBiz, ASML expects to benefit from surging AI investments, reflecting sustained demand for its advanced chipmaking equipment. According to @ReutersBiz, the company also warned of a sharp drop in demand from China next year.

According to @business, Morgan Stanley upgraded ASML Holding NV to Overweight on Sep 22, 2025, signaling the chip-equipment maker may finally see a major uplift from artificial intelligence demand and giving the recent rally a fresh boost (source: Bloomberg/@business on X, Sep 22, 2025). This AI-led upgrade is a trading cue for risk-on tech exposure and relevant for crypto monitoring, as equity tech momentum has coincided with positive BTC–Nasdaq correlations in 2023–2024 (source: Kaiko Research, 2024).