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Has Solid Order Intake Solidified ASML Holding N.V. (ASML) As the Best Stock to Buy in a Rising Market?

ASML Holding N.V. (NASDAQ:ASML) is one of the best stocks to buy in a rising market, according to Wall Street analysts. On April 15, Chief Executive Officer Christophe Fouquet reiterated that ASML Holding N.V. (NASDAQ:ASML) order intake remains strong as demand for chips continues to outpace supply, with customers accelerating capacity expansion.

Consequently, second-quarter net sales are expected to be between €8.4 billion and €9.0 billion, with a gross margin of 51%-52%. Full-year net sales are expected to be between €36 billion and €40 billion, with a gross margin of 51%-53%. The solid guidance comes against the backdrop of the company delivering first-quarter net sales of €8.8 billion, in line with guidance, net income of €2.8 billion, and a gross margin of 53%.

Following the impressive first- and second-quarter guidance, ASML Holding NV intends to declare a total dividend for 2025 of €7.50 per ordinary share, representing a 17% increase compared to 2024. In the first quarter, the company also returned value to shareholders by repurchasing €1.1 billion of shares.

ASML Holding N.V. (NASDAQ:ASML) is the world’s leading manufacturer of photolithography machines, which are critical, high-tech systems used by semiconductor companies (like TSMC, Intel, and Samsung) to print tiny circuit patterns onto silicon wafers, effectively creating microchips.

While we acknowledge the risk and potential of ASML as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ASML and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 11 Best TSX Stocks to Buy According to Hedge Funds and 8 Best Australian Stocks to Buy in 2026.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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