Big Call Screening: ASML, AXA, PepsiCo, Krones

ASML remains one of the most exciting stories in the technology segment. The lithography specialist is set to benefit significantly from increased investments in expanding AI infrastructure, especially since ASML's high-end EUV systems are required for the production of high-end GPUs and high-performance chips. Currently, ASML is being hampered by weak demand from the chip industry due to economic conditions, as well as export restrictions imposed by the US government and the EU. Thanks to the impending recovery in demand driven by the AI boom,...