ASML’s Earnings Prove the Artificial Intelligence (AI) Supercycle Isn’t Slowing Down. Here Are the Best Growth Stocks to Buy Now.
Publish Date: 2026-04-21 10:42:00
Source Domain: www.theglobeandmail.com
- ASML’s strong 2026 results indicate robust demand for AI hardware, suggesting a thriving AI economy.
- ASML increased its revenue guidance for the year, anticipating continued supply constraints for memory and logic chips.
- Celestica and Vertiv, which supply components for AI infrastructure, are benefiting from the AI supercycle with healthy revenue and earnings growth.
- Vertiv’s demand for its data center technology solutions—including power supply systems and cooling solutions—has surged, driven by increased AI infrastructure investments.
- Celestica’s data center business is booming, especially with its networking switches for hyperscale customers like Google, leading to substantial revenue and earnings growth.
- Investors can expect continued strong performance from both Celestica and Vertiv as the demand for AI infrastructure persists.
