Big Call Screening: ASML, Moody's, Deutsche Börse, Northrop Grumman

Here, ASML stands out as one of the top beneficiaries. Currently, it benefits not only massively from the significant recovery in chip demand due to the AI boom but also offers the necessary hardware for high-end chips and next-generation GPUs with its new high-end EUV systems. Therefore, the Dutch company should also benefit from increasing order intake in the medium term. ASML remains one of the top favorites among AI hardware providers on "the Big Call" selection list. Moody's (MCO) has established itself as one of the leading players in credit...