The trading landscape saw significant AI-related activity across multiple sectors this week. ASML Holding (Netherlands) emerged as a standout performer, with its advanced semiconductor lithography machines becoming essential for AI chip production. The company projected Q1 2025 revenue between €7.5B-€8B, representing 42-51% year-over-year growth. This growth stems from major customers like TSMC and Samsung accelerating AI chip factory construction.

In retail technology, AppLovin (U.S.) made waves with two signed Letters of Intent for acquisitions, expanding its AI-powered shopping optimization platform. The company's agentic AI systems now help over 5,000 retailers predict inventory needs and personalize promotions.

The DeepSeek data leak controversy rattled markets mid-week, causing a 4.2% drop in the NASDAQ AI Index. Analysts noted increased short positions in Chinese AI firms while U.S. companies like Arm Holdings saw bargain hunting.

New listing TMDE began trading on NYSE America, marking the first AI-focused industrial robotics IPO of 2025. The offering of 3.1M shares closed 18% above its opening price, signaling strong investor appetite for agentic manufacturing systems.

Biotechnology saw crossover interest from AI traders as Coya Therapeutics announced a 42% improvement in its AI-optimized drug therapy. Meanwhile, Myriad Genetics reported a 39% reduction in hospitalizations using its AI-enhanced GeneSight test, driving unusual options activity in healthcare stocks.

Market structure changes included seven stock splits, notably DEA (1:3) and HOLO (1:5), making these AI-adjacent companies more accessible to retail traders. The ticker change from ENZ to ENZB reflected a growing trend of AI-focused corporate rebranding.

Looking ahead, analysts are watching ASML's 2030 sales forecast of €44B-€60B as a key indicator for long-term AI infrastructure investment. The Netherlands-based company's unique position in the semiconductor supply chain makes it a bellwether for global AI adoption rates.