September 10, 2025

finance  
OpenAI $30B Deal, Meta $72B AI Spend, ASML Invests

European AI ambitions are receiving a significant boost as Dutch chip equipment maker ASML invests 1.3 billion euros ($1.5 billion) in French AI startup Mistral AI. This investment makes ASML the largest shareholder in Mistral, holding an 11% stake, and is part of Mistral's larger 1.7 billion euro funding round, which values the company at 11.7 billion euros. The partnership aims to integrate Mistral's AI models into ASML's semiconductor equipment and R&D operations, fostering European technological independence and competitiveness against U.S. giants like OpenAI. Mistral, founded in 2023 by former researchers from Google and Meta, is positioned as a key European rival in the AI space. Meanwhile, in the U.S., Oracle is projecting substantial growth in its AI-fueled cloud business, with analysts anticipating a potential $30 billion deal with OpenAI and a significant increase in cloud revenue. Oracle's stock has seen gains driven by its AI infrastructure investments. Broadcom is also demonstrating strong performance in the AI market, outperforming Nvidia in stock gains for 2025 due to demand for its AI accelerators and networking hardware. Astera Labs is experiencing revenue growth driven by its connectivity solutions for AI servers, and Meta Platforms is making a substantial investment in AI infrastructure for its pursuit of personal superintelligence. In the investment landscape, the TCW Artificial Intelligence ETF has outperformed the S&P 500, reflecting broad market enthusiasm for AI.

Key Takeaways

  • ASML invests 1.3 billion euros ($1.5 billion) in French AI startup Mistral AI, becoming its largest shareholder with an 11% stake.
  • Mistral AI's latest funding round totals 1.7 billion euros, valuing the company at 11.7 billion euros.
  • The partnership between ASML and Mistral AI aims to integrate AI models into semiconductor equipment and bolster European tech sovereignty.
  • Mistral AI was founded in 2023 by former researchers from Google DeepMind and Meta.
  • Oracle anticipates significant growth in its AI-fueled cloud business, with analysts watching for a potential $30 billion deal with OpenAI.
  • Broadcom has outperformed Nvidia in stock gains for 2025, driven by demand for its AI accelerators and networking hardware.
  • Astera Labs reports strong revenue growth, fueled by demand for its connectivity solutions for AI servers.
  • Meta Platforms is investing heavily in AI infrastructure, planning $66 billion to $72 billion for 2025 to develop personal superintelligence.
  • The TCW Artificial Intelligence ETF has outperformed the S&P 500 in Q2 2025, indicating strong market performance in AI-related investments.
  • AB Quantitative Trading has launched AI models for cryptocurrency trading, analyzing liquidity and predicting price reversals.

ASML Invests 1.3 Billion Euros in Mistral AI, Becoming Top Shareholder

Dutch chip equipment maker ASML has invested 1.3 billion euros in French AI startup Mistral AI, becoming its largest investor with an 11% stake. This deal, part of Mistral's 1.7 billion euro funding round, boosts Europe's AI ambitions and values Mistral at 11.7 billion euros. ASML will also partner with Mistral to integrate AI models into its semiconductor equipment. Mistral, founded in 2023, aims to be Europe's AI alternative to U.S. giants like OpenAI.

ASML Becomes Mistral AI's Largest Investor, Boosting Europe's AI Goals

ASML, a Dutch chip equipment maker, has invested 1.3 billion euros in French AI startup Mistral AI, securing an 11% stake and becoming its main shareholder. This investment is part of Mistral's 1.7 billion euro funding round, which values the company at 11.7 billion euros. The partnership aims to strengthen Europe's position in artificial intelligence by combining ASML's technology expertise with Mistral's AI models. Mistral was founded in 2023 by former researchers from Google DeepMind and Meta.

ASML Invests 1.3 Billion Euros in Mistral AI, Bolstering European Tech Sovereignty

Dutch chip tool-maker ASML is investing 1.3 billion euros in French artificial intelligence company Mistral AI, a move that significantly supports Europe's technological independence. This investment makes ASML an 11 percent stakeholder in Mistral as part of a larger 1.7 billion euro funding round. Mistral, valued at 11.7 billion euros, is considered Europe's main rival to U.S. AI companies like OpenAI. The partnership aims to keep Europe's most promising AI company competitive on the global stage.

Mistral AI Raises 1.7 Billion Euros with ASML as Top Shareholder

French AI startup Mistral AI has raised 1.7 billion euros in its latest funding round, with Dutch chip equipment maker ASML investing 1.3 billion euros to become its largest shareholder with an 11% stake. This significant investment boosts Europe's AI ambitions and values Mistral at 11.7 billion euros, making it the most valuable AI company in Europe. ASML will also partner with Mistral to integrate AI models into its semiconductor equipment, and ASML's finance chief Roger Dassen will join Mistral's strategic committee.

ASML Invests $1.5 Billion in Mistral AI, Forging European Tech Alliance

Dutch chipmaking equipment maker ASML is investing 1.3 billion euros ($1.5 billion) in French AI startup Mistral AI, forming a partnership between two major European tech companies. ASML's investment gives it an 11% stake in Mistral, valuing the startup at approximately 11.7 billion euros. This deal is part of Mistral's larger 1.7 billion euro funding round and underscores Europe's effort to reduce reliance on American technology. Mistral, founded in 2023, aims to compete with U.S. AI leaders.

Mistral AI Valued at 11.7 Billion Euros After ASML Investment

ASML's 1.3 billion euro investment in French AI startup Mistral AI values the company at 11.7 billion euros, making it one of Europe's most valuable private companies. This deal, part of a larger funding round, aims to establish Mistral as a European AI champion against U.S. and Chinese competitors. The partnership focuses on optimizing industrial manufacturing and developing AI solutions. Mistral, founded in 2023, is working on large-language models to rival those from OpenAI.

ASML Invests $1.5 Billion in Mistral AI, Creating European Tech Partnership

ASML, a leading Dutch chipmaking gear maker, is investing 1.3 billion euros ($1.5 billion) into French AI startup Mistral AI, announcing a partnership between two major European technology firms. ASML's investment secures an 11% stake in Mistral, valuing the startup at about 11.7 billion euros. This deal is part of Mistral's 1.7 billion euro funding round and highlights Europe's push for technological independence from U.S. companies. Mistral, founded in 2023, develops AI models to rival those of OpenAI.

ASML Invests 1.3 Billion Euros in Mistral AI, Boosting European AI Sector

Dutch chipmaking equipment company ASML is investing 1.3 billion euros ($1.5 billion) in French AI startup Mistral AI, becoming its largest shareholder with an 11% stake. This investment is part of Mistral's 1.7 billion euro funding round, which values the company at 11.7 billion euros. The partnership aims to integrate AI into ASML's machinery and operations, supporting Europe's goal of reducing reliance on Silicon Valley technology. Mistral, founded in 2023, is a key European competitor to AI giants like OpenAI.

Mistral AI Valued at $14 Billion as ASML Takes Major Stake

French AI firm Mistral AI has achieved a valuation of 11.7 billion euros ($13.8 billion) in a Series C funding round where Dutch chip equipment maker ASML invested 1.3 billion euros. ASML is now a top shareholder with an 11% stake, making this a significant boost for Europe's AI ambitions. The funding round, which included other investors like Nvidia, more than doubles Mistral's previous valuation. Mistral is seen as a key European rival to OpenAI.

ASML Invests 1.3 Billion Euros in Mistral AI Partnership

ASML and Mistral AI announced a strategic partnership where ASML is investing 1.3 billion euros as the lead investor in Mistral's Series C funding round, acquiring an 11% stake. This collaboration aims to integrate Mistral's AI models across ASML's semiconductor equipment and R&D operations. ASML CEO Christophe Fouquet stated the agreement fosters joint research and AI-enabled product innovation. Mistral AI CEO Arthur Mensch highlighted the blend of ASML's industrial leadership and Mistral's AI expertise.

ASML Invests $1.5 Billion in French AI Startup Mistral

Dutch semiconductor equipment maker ASML is investing approximately $1.5 billion in French AI startup Mistral, creating a partnership between two major European technology companies. This investment gives ASML an 11% ownership stake in Mistral, valuing the startup at 11.7 billion euros ($13.8 billion). The deal is part of Mistral's larger 1.7 billion euro fundraising round and aims to address European concerns about overdependence on American tech companies. Mistral, founded two years ago, is considered Europe's best chance to compete with U.S. AI developers like OpenAI.

ASML Becomes Mistral AI's Largest Investor, Boosting Europe's AI Ambitions

Dutch chip equipment maker ASML has invested 1.3 billion euros ($1.5 billion) in French AI startup Mistral AI, becoming its largest investor with an 11% stake. This investment is part of Mistral's 1.7 billion euro funding round, which values the company at 11.7 billion euros. The partnership aims to strengthen Europe's AI capabilities by pairing Mistral, a rival to U.S. tech giants, with ASML's significant industrial presence. Mistral, founded in 2023, is a key player in France's strategy to compete in AI.

Mistral AI Raises 1.7 Billion Euros, ASML Becomes Top Shareholder

French AI company Mistral AI has raised a record 1.7 billion euros, valuing the company at 11.7 billion euros. Dutch technology giant ASML is investing 1.3 billion euros, becoming Mistral's largest shareholder with an 11% to 15% stake. This partnership between two European tech leaders is seen as a significant boost for Europe's technological sovereignty and its ability to compete with U.S. firms in the AI sector. Mistral, founded in 2023, develops AI models and chatbots.

Broadcom Outperforms Nvidia in AI Stock Gains This Year

Broadcom, a diversified technology company, has shown stronger stock performance than Nvidia in 2025, with its shares up approximately 32% compared to Nvidia's 27.8%. This growth is driven by strong demand for its custom AI accelerators and AI-optimized networking hardware. In the third quarter of fiscal 2025, Broadcom's AI semiconductor sales rose 63% year over year to $5.2 billion. The company also benefits from its enterprise software business, including VMware Cloud Foundation, and has a record backlog of $110 billion.

Broadcom Stock Surges, Outperforming Nvidia in AI Market

Broadcom has outperformed Nvidia in stock gains for 2025, with its shares up about 32% year-to-date. This performance is fueled by increasing demand for its custom AI accelerators and AI-optimized networking hardware, which contributed to a 63% year-over-year rise in AI semiconductor sales to $5.2 billion in Q3 fiscal 2025. The company also reported strong growth in its enterprise software division and maintains a significant backlog of $110 billion, providing revenue visibility. Broadcom's diversified business model positions it as a key player in AI infrastructure.

Oracle Earnings Expected to Show 30% AI-Fueled Cloud Growth

Oracle is expected to report a 30% increase in its cloud business revenue, driven by artificial intelligence, for its fiscal first quarter. Analysts anticipate sales in its Cloud Services segment to reach $7.3 billion. Investors are also focused on details regarding a potential $30 billion deal with OpenAI. Oracle's stock has seen significant gains over the past year, driven by its investments in AI infrastructure, including securing graphics processing units (GPUs) for its OCI cloud business.

Oracle Stock Soars on AI Cloud Revenue Projections

Oracle's stock surged over 25% after the company projected its AI-fueled cloud revenue to reach $144 billion by fiscal year 2030, a significant increase from less than $20 billion this fiscal year. CEO Safra Catz announced expected revenue growth of 77% to $18 billion for the current fiscal year. This optimistic outlook follows the company's first-quarter earnings report, which showed a contract backlog increase of 359% to $455 billion, driven by major cloud contracts with AI leaders like OpenAI and Meta. Oracle is heavily investing in data center infrastructure to support AI demands.

ASML Takes 11% Stake in Mistral AI, Becoming Top Shareholder

ASML Holding N.V. has invested 1.3 billion euros ($1.5 billion) in French AI startup Mistral AI, acquiring an 11% stake and becoming its largest shareholder. This investment highlights ASML's strategic interest in the AI sector and its commitment to fostering innovation in AI technologies, which heavily rely on advanced semiconductors. Mistral AI, founded in 2023, focuses on developing open-source large language models and is expected to accelerate its research and development with this partnership.

Wall Street's Top AI Stock Pick: Atlassian

Analysts are most bullish on Atlassian, with 80% rating it a 'buy' or 'strong buy' and a consensus price target suggesting over 50% upside potential. The stock has fallen 47% from its peak, but analysts believe its growth prospects, driven by AI integration and a planned acquisition of The Browser Company, are strong. Atlassian's Q4 revenue jumped 22% year-over-year to $1.38 billion. Despite a premium valuation, its large addressable market and cloud value proposition make it an attractive AI investment.

Meta Platforms: A Discounted AI Play with Massive Potential

Meta Platforms is making a significant investment of $66 billion to $72 billion in 2025 for AI infrastructure, aiming to develop a personal superintelligence. Despite this massive build-out, the stock trades at a discount compared to pure-play AI companies like Nvidia. Meta's core business remains strong, providing downside protection, while its AI efforts, including Meta Superintelligence Labs, offer potential for future breakthroughs. The company's vast user base of 3.48 billion daily active people provides unmatched distribution for new AI products.

Astera Labs Stock Rises Amid Product Expansion and AI Boom

Astera Labs Inc. stock is up 13.15%, driven by strong market sentiment and strategic growth plans in the AI sector. The company reported a 150% year-over-year revenue increase in Q2 2025, with expectations for continued growth in Q3. Astera Labs specializes in connectivity solutions for AI server components, with its Scorpio product leading demand. Despite facing competition from companies like Broadcom, Astera Labs maintains high gross margins and has been added to the Bloomberg 500 Index.

TCW Artificial Intelligence ETF Outperforms S&P 500 in Q2 2025

The TCW Artificial Intelligence ETF saw a total return of 28.61% in the second quarter of 2025, outperforming the S&P 500 Index's return of 10.94%. This outperformance was largely due to the resurgence of the AI narrative driving market highs. The S&P 500 closed at an all-time high during the quarter. The TCW ETF's investment thesis is based on the belief that the artificial intelligence transformation is in its early stages with massive potential across all sectors.

Balancing AI Investment with ARKQ and IVES ETFs

A balanced approach to AI investing can be achieved by combining the ARKQ ETF, which focuses on disruptive innovators, with the IVES ETF, which tracks established tech leaders. This blend aims to capture AI potential while mitigating volatility. ARKQ benefits from Fed easing and AI enthusiasm but is more volatile, while IVES offers resilience during market tightening or AI slowdowns. A 50/50 portfolio split between ARKQ and IVES provides upside in bullish scenarios and downside protection.

AB Quantitative Trading Launches AI Models for Crypto Trading

AB Quantitative Trading has launched advanced AI-driven trading models for Bitcoin (BTC), Ethereum (ETH), and XRP. These models automate trading strategies, reduce errors, and provide real-time, data-driven insights, offering an alternative to traditional cloud mining. The AI models analyze liquidity, detect trends, and predict price reversals with high precision. The platform emphasizes security with military-grade encryption and allows users to retain control over trading parameters, providing a smarter alternative for cryptocurrency traders.

Sources

ASML Mistral AI Artificial Intelligence AI Investment European AI Semiconductor Equipment Venture Capital Funding Round Tech Sovereignty AI Models Large Language Models OpenAI Nvidia Broadcom Oracle Cloud Computing AI Accelerators AI Infrastructure Meta Platforms AI Superintelligence Astera Labs Connectivity Solutions AI ETFs TCW Artificial Intelligence ETF ARKQ ETF IVES ETF Disruptive Innovation Crypto Trading AI Trading Models Bitcoin Ethereum XRP Atlassian AI Integration