It is too early to get over-excited about how Dutch semiconductor-equipment maker ASML Holding could benefit from artificial intelligence, Bernstein analysts write in a research note. AI is already a key growth driver for Nvidia, whose sales more than tripled and earnings surged more than eightfold in its fiscal fourth quarter as it scrambles to meet demand for AI-powered chips. The analysts expect to hear how the AI opportunity could develop for ASML in the longer-term at the company’s investor day on Nov. 14. ASML shares trade flat at EUR909.50.