OpenAI ends acquisition talks with Windsurf, Information reports
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Yahoo
11 minutes ago
- Yahoo
The One Tech Company Selling Picks and Shovels to the AI Gold Rush
Key Points ASML provides critical equipment for making advanced microchips. But tariffs and politics have muddied the company's outlook. ASML could still be worth an investment despite these risk factors. These 10 stocks could mint the next wave of millionaires › There is a frenzy about artificial intelligence (AI) in the stock market today -- but it's not the first time excitement like this has happened. Throughout history, investors have become euphoric over perceived once-in-a-lifetime opportunities, dating back at least to the famous California Gold Rush of the mid-1800s. Ironically, those who struck it rich usually weren't the hopeful gold prospectors, but the companies selling them the picks and shovels they needed to turn their dreams into reality. Today, individuals and corporations are rushing to invest in AI, fearing they may miss the next big thing. In the process, one technology company has fallen by the wayside -- and yet, AI probably doesn't happen without ASML Holding (NASDAQ: ASML). Here is why, and what makes the stock a potential table-pounding buy right now. ASML's crucial role in keeping AI on the cutting edge of innovation Technology revolves around microchips, pieces of silicon packed with tons of transistors -- tiny semiconductor devices that manipulate electrical signals. You could think of transistors as the cells that make up organic tissue. Making technology more powerful and efficient requires packing microchips with an increasing number of transistors. For example, Nvidia's Blackwell GPU AI chip contains 208 billion of them! That's up from the 80 billion transistors in its predecessor, the H100. However, it's not easy fitting billions of transistors onto a piece of silicon you can hold in your hand. It requires a specialized process, known as extreme ultraviolet (EUV) light lithography. ASML is the world's only company that builds these EUV machines, making it a critical player in artificial intelligence and other emerging high-tech applications, such as autonomous vehicles and humanoid robotics. Looking into why the stock is down Despite the excitement surrounding AI and its potential, ASML's stock has lagged. Shares have slumped by over 15% in the past 12 months, while the tech-heavy Nasdaq Composite has surged by over 20%. Unfortunately, the Dutch company has faced some turbulence related to global economic tensions. Tariffs have increased the costs of equipment, components, and supplies imported into the United States. Furthermore, the U.S. government has reportedly continued to pressure the Dutch government to limit ASML's business with China. The company's management noted on ASML's Q2 2025 earnings call that the disruptions were causing some customers to hesitate, potentially slowing or delaying equipment purchases, which resulted in ASML issuing a cautious growth outlook for 2026. ASML also sells to a small customer base. Since there are only a handful of prominent companies that manufacture chips, just three customers account for the majority of ASML's sales. One of those, Intel, has struggled. It's naturally riskier to have most of your eggs in just a few baskets, which has potentially weighed on investor sentiment as well. Why ASML could be an excellent buy right now Given the risks, it's understandable that the stock has performed as it has. That said, investors have the opportunity to step back and assess the broader picture here. Although tariffs and other issues may cloud ASML's short-term outlook, the long-term trend is clear: AI and other applications will demand more advanced chips. ASML's position as the dominant provider of lithography and EUV lithography systems will likely drive long-term growth. Additionally, ASML's dominance helps mitigate customer concentration risks, as chip foundries are heavily dependent on these machines and cannot easily purchase them elsewhere. That could be why analysts still anticipate ASML growing earnings by an average of over 17% annually over the next three to five years. The stock has slumped to a price-to-earnings (P/E) ratio of 26. That's in line with its lowest P/E ratio over the past few years, and its lowest since 2019. In other words, ASML doesn't fall to these levels very often, especially given the market's focus on AI opportunities. If there were no question marks, ASML probably wouldn't be this cheap. However, ASML should continue selling its ultra-important EUV systems for as long as the AI gold rush persists. Investors may well look back in hindsight and wish they had scooped up shares on the cheap. Don't miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $455,174!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $40,107!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $630,291!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of July 29, 2025 Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML, Intel, and Nvidia. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. The One Tech Company Selling Picks and Shovels to the AI Gold Rush was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11 minutes ago
- Yahoo
Meta's Zuckerberg says 'superintelligence' is now in sight
-- Meta (NASDAQ:META) CEO Mark Zuckerberg unveiled his vision for bringing "personal superintelligence" to everyone, positioning the company's AI strategy in contrast to competitors. In a statement released Wednesday, Zuckerberg noted that Meta's AI systems have begun showing signs of self-improvement, making the development of superintelligence "now in sight" in the coming years. "Meta's vision is to bring personal superintelligence to everyone. We believe in putting this power in people's hands to direct it towards what they value in their own lives," Zuckerberg wrote. The Meta founder distinguished his company's approach from others in the industry who "believe superintelligence should be directed centrally towards automating all valuable work, and then humanity will live on a dole of its output." Zuckerberg predicted that personal AI systems that deeply understand users' goals will become increasingly important, with devices like smart glasses becoming primary computing tools because they can understand context by seeing and hearing what users experience. While advocating for broad access to superintelligence benefits, Zuckerberg acknowledged new safety concerns would emerge, requiring careful consideration about what technologies to open source. "The rest of this decade seems likely to be the decisive period for determining the path this technology will take," Zuckerberg stated, emphasizing Meta's commitment to building AI that empowers individuals rather than replacing human roles. Related articles Meta's Zuckerberg says 'superintelligence' is now in sight These Under-the-Radar Stocks Offer Better Risk-Reward Ratio Than Nvidia Apollo economist warns: AI bubble now bigger than 1990s tech mania Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Fast Company
13 minutes ago
- Fast Company
AI isn't replacing your workforce. It's redefining it.
BY Artificial intelligence (AI) has become a boardroom priority—and a boardroom anxiety. At one end of the spectrum, it's lauded as the ultimate growth engine; on the other, it's feared as a threat to jobs and human judgment. But for leaders charting a future-ready course, the real opportunity lies in reframing the conversation. AI isn't about replacement. It's about amplification. The organizations winning with AI aren't deploying it for novelty—they're using it to strategically enhance productivity, innovation, and resilience. The shift is no longer about technology for its own sake. It's about business outcomes. In a global landscape shaped by rapid disruption, AI is becoming the lever that helps companies not only respond but get ahead. THE STRATEGIC IMPERATIVE: AUGMENT, EMBED, ENABLE Three principles are emerging as foundational for executive-level AI strategy: Augment human potential – AI creates leverage. AI surfaces insights and automates repeatable tasks, freeing employees and teams to focus on creativity, building relationships, solving problems, and making decisions. But this is a two-way relationship: Human oversight remains essential to guide AI with context, ethical reasoning, and strategic judgment. Augmentation, rather than automation, is where AI returns immense value. Organizations must resist the lure of full automation in favor of human-machine collaboration, where AI enhances rather than replaces human judgment. This approach builds trust and enables better decision-making at every level of the enterprise. Embed intelligence into the flow of work – The most successful implementations of AI are invisible. They're built directly into the tools, platforms, and processes employees already use. This reduces friction, boosts adoption, and avoids the risk of forcing cultural or operational overhauls. Embedding AI also accelerates time-to-value, delivering measurable impact without disrupting business continuity. By integrating AI into the product design lifecycle, CRM systems, supply chain platforms, and customer service tools, companies can improve speed and responsiveness while minimizing disruption to established workflows. Enable Scalable, Enterprise-Wide Adoption – AI maturity doesn't come from isolated pilots. It requires a foundational capability across people, platforms, and proprietary data. That means investing in infrastructure that supports AI at the edge, in the cloud, and across the enterprise—and empowering teams to build models tailored to unique business needs. Leaders must ensure the business owns its AI evolution, and doesn't just rent it. Data governance, security, and explainability are no longer optional – they are prerequisites for scale. Executives must prioritize cross-functional alignment between IT, legal, HR, and operations to drive trustworthy, compliant AI adoption. AI ADOPTION REQUIRES LEADERSHIP ACROSS FOUR DOMAINS To build on this strategic framework, AI adoption requires leadership across workforce development, AI innovation hubs, applied AI productization, and ecosystem empowerment. Workforce Development – Upskill and reskill teams to embrace AI tools and workflows. Future-ready organizations foster a culture of continuous learning—not just technical expertise, but creative AI fluency. Training programs should span from frontline workers to senior leadership, ensuring that everyone understands how to use AI responsibly and effectively. AI Innovation Hubs – Carve out space for experimentation and co-creation. Internal labs, like the Siemens AI Lab, accelerate innovation while managing risk by offering guidance, specialized training programs, innovation incubators, and patented technologies. Innovation hubs also play a critical role in fostering cross-disciplinary collaboration and fast-tracking new ideas into real-world applications. Applied AI Productization – Deploy pilots and then go beyond to drive AI directly into the product and service experience. Embedding AI into software, manufacturing, and products improves operational performance, customer outcomes, and lifecycle value. From predictive maintenance in manufacturing to intelligent recommendations in retail, AI can unlock entirely new business opportunities, but only when it's integrated into the core value proposition. Ecosystem Empowerment – Independent software vendors and solution partners must be equipped to integrate AI into enterprise environments with minimal friction. Scalable enablement platforms make AI adoption repeatable and cost-effective. In a partner-driven economy, empowering the ecosystem ensures that innovation is not only centralized but also distributed—expanding the impact of AI beyond internal teams to customers, partners, and communities. AI is not an IT initiative; it's a business transformation imperative. And like any strategic shift, success depends on leadership's ability to connect technology to people, processes, and purpose. C-suite leaders must be both evangelists and stewards, championing AI's potential while safeguarding against misuse. The companies leading the next era won't be those that simply adopt AI. They'll be the ones that embed it wisely, scale it broadly, and use it to unlock human potential and tangible value at every level of the organization. Ultimately, leadership in the age of AI isn't about replacing people. It's about reimagining what people can achieve with intelligent tools, empowered teams, and a clear sense of purpose.
