AEIS

ASML Holding N.V. plays a critical role in the AI ecosystem by providing advanced semiconductor manufacturing equipment, particularly EUV lithography systems that enable chipmakers to produce next-generation AI chips. The company integrates AI into its own operations to improve precision and efficiency. With the global AI market projected to reach $3.5 trillion by 2033, ASML is positioned to benefit from increased semiconductor supply chain investment, though it faces competition from Advanced Energy Industries and Applied Materials.

Advanced Energy Industries (AEIS) is outperforming the Computer and Technology sector year-to-date, gaining 45.3% compared to the sector average of 22.8%. AEIS holds a Zacks Rank #1 (Strong Buy) with analyst consensus earnings estimates up 23.4% in the past quarter. Digital Turbine (APPS) is also highlighted as an outperformer with 123.4% year-to-date gains and a Zacks Rank #2 (Buy).