24/7 Wall Street
01 Jun 2026, 15:42 UTC · 2h ago
‘We're in the First or Second Inning' of AI Revolution, Says Top Analyst
24/7 Wall Street
01 Jun 2026, 15:42 UTC · 2h ago
Story key points
5 claims · impact-rated
ASML maintains a €45 billion order backlog and a monopoly on EUV lithography equipment essential for AI chip production. — Exclusive supplier status combined with a massive backlog provides high revenue visibility and a critical moat in the AI hardware buildout.
+0.80ASML reported Q1 2026 revenue of $10.3 billion and net income of $3.25 billion, with logic customers driving the majority of bookings. — Strong financial performance and the shift toward logic customers validate the immediate monetization of AI infrastructure demand.
+0.60The US 10Y-2Y yield curve is positive at 0.47% as of May 29, 2026, and the MSCI World Index ex-US has hit all-time highs. — A non-inverted yield curve and global equity strength suggest a more favorable macroeconomic environment for risk assets.
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ASML management warned that export restrictions could reduce sales to China compared to previous peak levels. — Geopolitical trade barriers create a headwind for revenue growth in a key geographic market.
-0.30ASML is executing a €12 billion share repurchase program running through 2028. — Buybacks provide a floor for the stock price and signal management's confidence in long-term cash flows.
+0.20Ticker attribution
Model heads
Strong Q1 2026 financial results, a massive order backlog, and a monopoly position in EUV lithography essential for AI chips.
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