Artificial intelligence (AI) stocks have been almost a no-brainer choice for investors in recent years. The technology has the potential to revamp how many things are done, helping companies increase efficiency and lower costs. Companies developing and applying AI have already reaped some of the rewards -- and that's translated into gains for shareholders. But this year, investors have started to worry about one particular thing, and that's the possibility of an eventual slowdown in demand. The concern is that such a slowdown might mean tech companies are overspending in the AI infrastructure build-out today. This has weighed on the performance of AI stocks at times, resulting in a bumpy ride for investors who had gotten used to a smooth ride higher in the earlier stages of the AI boom. Against such a backdrop, it's important to listen to key industry players, as they may offer valuable clues about what's next. ASML Holding (NASDAQ:ASML), a tech giant with a central role in the story, is one of the latest to offer such clues -- in fact, the company announced fantastic news for investors in AI stocks.
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