BlackRock’s list of the 30 most important AI stocks has highlighted ASML Holding N.V. (NASDAQ:ASML) as a key player in the AI market. The investment giant has warned of the caution investors should exercise in the AI spending by tech firms and has diversified its investments into energy, utilities, real estate, and AI infrastructure. In collaboration with Microsoft, Global Infrastructure Partners, and MGX, BlackRock announced a new AI partnership focused on data centers and supporting power infrastructure. This move was part of a larger strategy to enhance American competitiveness in AI and meet the growing energy needs to power economic growth.
BlackRock’s expansion into AI-related products has paid off, with a net profit of $6.37 billion last year, a 16% increase from the previous year. The firm sees AI as a significant driver of US equities and economic expansion in 2025. Similarly, JPMorgan has highlighted the significance of the Magnificent Seven AI stocks, which now make up nearly 35% of the S&P 500 market cap and have driven over 70% of returns since 2023. The bank emphasizes the need for broader investments across various sectors in 2025 to benefit from the AI revolution.
ASML Holding N.V. is poised for growth, with a leading position in EUV lithography technology and expected sales growth of 8%-14% over the next five years. The company’s innovations and technological advancements are crucial for customers in the microchip manufacturing industry. ASML ranks 17th on BlackRock’s list of important AI stocks, but there may be other AI stocks that offer greater potential for higher returns in a shorter timeframe. Investors looking for promising AI stocks can explore opportunities in the AI market.
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