Wall Street Breakfast ASML tops Q4 estimates, unveils 2025 outlook
Jan 29, 2025
ASML's remarkable Q4 performance is driven by surging demand in AI and expectations for normalizing sales in China by 2025. On the tech front, Microsoft is investigating DeepSeek over potential misuse of OpenAI data. In exciting investment news, SoftBank is making a move into the robotics AI sector with a new startup. The podcast also highlights insights on shifting market dynamics, including a forecast for rising U.S. wholesale power prices.
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ASML Q4 Performance
- ASML exceeded Q4 expectations, reporting strong net sales and profit growth.
- The company's stock surged 8% pre-market following the positive results.
ASML 2025 Outlook
- ASML projected substantial growth, forecasting 2025 net sales between 30-35 billion euros.
- The company also anticipates a robust gross margin between 51-53%.
DeepSeek Investigation
- Microsoft and OpenAI are investigating DeepSeek for potential unauthorized data access from ChatGPT.
- The investigation was initiated due to suspicious activity observed by Microsoft's security researchers.