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Apr 18, 2024
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we've been talking about asml. when you look at nvidia with the latest and greatest chips available for data center and the ability of those chips to create the best things in ai, if the future of compute is ai, it's on nvidia chips. those chips are nothing like them -- anything else that's available in china or outside of china. then if china can't get access to that, they are not going to have the compute capabilities that the rest of the world has. frankly, the sanctions will have worked. annabelle: against that risk of sanctions, against the demand picture as well, how does this play into tsmc's earnings that are due out later? you are saying that this is a critical data point for the global chip market. cory: when we -- what do we talk about all day? ai. i'm here in san francisco surrounded by startups and companies working on ai. the biggest companies in the world like microsoft and amazon and google trying to catch up on ai, trying to get to the cutting edge. everything is about ai. then we get the numbers f
we've been talking about asml. when you look at nvidia with the latest and greatest chips available for data center and the ability of those chips to create the best things in ai, if the future of compute is ai, it's on nvidia chips. those chips are nothing like them -- anything else that's available in china or outside of china. then if china can't get access to that, they are not going to have the compute capabilities that the rest of the world has. frankly, the sanctions will have worked....
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Apr 17, 2024
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a lot of those go to machines like asml. so the consensus has been that tsmc is going to invest very heavily so we can build up additional capacity and ai in particular and other kinds of new technologies. there's this very interesting geographic expansion going on. you mention micron. chipmakers are not only investing in these machines but they are trying to do it across different countries like the u.s., japan, and taiwan. annabelle: yeah. all right. ♪hat was peter elst annabelle: this is daybreak asia. we are coming down to asia's major market opens. the big story is to let consistent theme, what is the fed going to do? what does that mean for currencies? we are really focusing on the korean won and the japanese yen of course. haidi: perhaps the growing inability for policymakers to be able to do anything to support any further weakness in those currencies. if we have a further lag in dollar strength which is expected. there are some questions being raised. in terms of the inflation being so stubborn in the u.s.. did th
a lot of those go to machines like asml. so the consensus has been that tsmc is going to invest very heavily so we can build up additional capacity and ai in particular and other kinds of new technologies. there's this very interesting geographic expansion going on. you mention micron. chipmakers are not only investing in these machines but they are trying to do it across different countries like the u.s., japan, and taiwan. annabelle: yeah. all right. ♪hat was peter elst annabelle: this is...
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Apr 17, 2024
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that's what asml feels as well. the company says it's in a transition period going forward and it believes growth will return in the second half of the year into 2025 as well. they're hoping for a little bit of pickup as well. of course, there are a number of headwinds the company faces in terms of geopolitics. there are a number of airport restrictions put on, which means some of asml's equipment can't be shipped to china. it accounted for 49% of the system sales, up from 39% in the fourth quarter. so perhaps a little bit of strength there in the china numbers, but overall i think given the fact the stock has had a huge run-up in stock so far, in terms of the sales and new bookings, certainly disappointed as far as the market goes. >>> turning back to the markets right now in the u.s., fed chair jerome powell has warned it will take longer to hit the 2% data tar get. inflation came in higher than expected at 3.5% while the american labor market remains robust. powell said officials need greater confidence before th
that's what asml feels as well. the company says it's in a transition period going forward and it believes growth will return in the second half of the year into 2025 as well. they're hoping for a little bit of pickup as well. of course, there are a number of headwinds the company faces in terms of geopolitics. there are a number of airport restrictions put on, which means some of asml's equipment can't be shipped to china. it accounted for 49% of the system sales, up from 39% in the fourth...
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Apr 18, 2024
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asml is a chip name. chips are all of sudden wobbly, because this name, it's a great player, you think this is an opportunity, could be an opportunity for people who didn't get a chance to the first time to buy on weakness. >> exactly. a lot of people were sitting on the sidelines saying i missed my entry point. it was easy to feel that way almost over single day for the last three months. charles: yeah. >> when you see some pullbacks in nvidia, asml if you're an investor, traders have a whole other obstacle course. if you're an investor at some point in the future i think you look back at today's entry point for names like asml as being really positive entry. that doesn't mean that the next 90 days will be in your favor but in the rear view mirror, you will go, i'm glad i stepped forward into the space i was underweight. charles: amazing. people say i wish i owned it. i wish i had it. it comes back down, get a chance to own it. they're afraid, why did it come down? >> i think the story is the same for sm
asml is a chip name. chips are all of sudden wobbly, because this name, it's a great player, you think this is an opportunity, could be an opportunity for people who didn't get a chance to the first time to buy on weakness. >> exactly. a lot of people were sitting on the sidelines saying i missed my entry point. it was easy to feel that way almost over single day for the last three months. charles: yeah. >> when you see some pullbacks in nvidia, asml if you're an investor, traders...
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Apr 17, 2024
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asml is one of them. chips will be an interesting place after stocks missed. the stock getting hit pretty good down 8%. stock, you owned it. you trimmed it earlier today? >> i did. it seemed to me in the premarket it was looking down like $46 which was about 4.8%. it seemed to me that underestimated the decline. i trimmed a little bit -- >> you cut your losses. >> the street overall was looking for a miss this quarter, but we got more than a miss. i didn't expect a miss of this magnitude. i thought it would trade lower. if you take a look, even though they beat the bottom line, the miss for the guidance, for the second quarter, is pretty stark, pretty aggressive. now here is what i think. in a normal market down here, i would probably take a look at it and maybe nibble on it but not now with the market environment. they confirmed -- if you think about the company, there's a long lead time to their book of business, what they make, they make -- what they sell the semiconductors, their machinery is the size of a bus, so that doesn't manufacture overnight. it's n
asml is one of them. chips will be an interesting place after stocks missed. the stock getting hit pretty good down 8%. stock, you owned it. you trimmed it earlier today? >> i did. it seemed to me in the premarket it was looking down like $46 which was about 4.8%. it seemed to me that underestimated the decline. i trimmed a little bit -- >> you cut your losses. >> the street overall was looking for a miss this quarter, but we got more than a miss. i didn't expect a miss of...
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Apr 18, 2024
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from an asian perspective we saw asml results. intake was weak, no impact on tsmc but it raises a question about demand into the tale of this year and 2025. the key thing with stock is what is to come. we are here on the call later on and guidance for next quarter and the year, we will have to wait and see what the management is saying. tom: you are pushing out to 2025. it was a quick view of how the rest of the year is shaping up. robert: apologies for the answer but it is ai and nvidia mixed in. near-term outlook looks good, but taking a step back, 14% comes from automotive sector. >> on eeev's. smartphones i've mentioned apple so there are questions there. if are going to see upside, upside needs to outweigh weakness. we had an earthquake and loss of life was minimal but there is a question andto see with the management has to say. robert lee with the quick fire. a take on the earnings from tsmc. thank you. ♪ stay with us. this is bloomberg. ♪♪ ♪ tom: welcome back to bloomberg. europe is watching as industrial policy th
from an asian perspective we saw asml results. intake was weak, no impact on tsmc but it raises a question about demand into the tale of this year and 2025. the key thing with stock is what is to come. we are here on the call later on and guidance for next quarter and the year, we will have to wait and see what the management is saying. tom: you are pushing out to 2025. it was a quick view of how the rest of the year is shaping up. robert: apologies for the answer but it is ai and nvidia mixed...
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Apr 17, 2024
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buzz skill on asml, down 7% since june 2022. q1 sales coming in lower-than-expected, down 21 years year-on-year bookings for the company's machinery dropped 61% from the prior quarter, this sending the rest of the chip stocks tumbling including arm holdings this tells you maybe main customers like tsmc as well as samsung, they've got a lot of inventory that they have to work through and they're not ordering a lot of this equipment. karen, you were thinking maybe the reaction was a little muted. >> is this potentially a canary in the coal mine this store i have is completely intact and they created greater revenue this year than next year i can't -- given how expensive the sector is or how much -- how far it's come, you can make arguments it's not that expensive. i was surprised we didn't see a bigger reaction. obviously we know nvidia was down three and change percent which isn't gigantic so, you know, i buy into this story. i own nvidia, i own dell it does make me nervous that -- are we going to look back on this and say, oh, w
buzz skill on asml, down 7% since june 2022. q1 sales coming in lower-than-expected, down 21 years year-on-year bookings for the company's machinery dropped 61% from the prior quarter, this sending the rest of the chip stocks tumbling including arm holdings this tells you maybe main customers like tsmc as well as samsung, they've got a lot of inventory that they have to work through and they're not ordering a lot of this equipment. karen, you were thinking maybe the reaction was a little muted....
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Apr 22, 2024
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if i look for the one i love least, i think has the most time to recover that's asml. now it's a complete show me stock. i was right that the quarter was going to be disappointing, so was the rest of the street. everybody thought it was a show me quarter. this he didn't show me so now i have until they report the third or fourth quarter to get back in the stock if i choose to do so. it's more portfolio positioning than specifically this. netflix, conversely, i don't know if we will get to it later in the show -- >> sounds like you want to get to it now. >> i do because it's on my mind. look, i said i'd buy it last week and i didn't, didn't sell what i have, it's a small position but now i have to think about, okay, this he did away with reporting subs, which is what apple did five years ago, but, i don't know, i don't think the market can get to increase my exposure. >> you thought if they miss the stock was going to come in, little did you know that they would blow it out of the water -- >> change the rules. exa exactly. exactly. again, i'm not interested in increasin
if i look for the one i love least, i think has the most time to recover that's asml. now it's a complete show me stock. i was right that the quarter was going to be disappointing, so was the rest of the street. everybody thought it was a show me quarter. this he didn't show me so now i have until they report the third or fourth quarter to get back in the stock if i choose to do so. it's more portfolio positioning than specifically this. netflix, conversely, i don't know if we will get to it...
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Apr 18, 2024
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that is after asml posted orders short of expectations. chip makers laid off buying equipment in the fourth quarter. rob, do those afml results give us any insight or indication what we can expect if tsmc today? >> very good question. asml has an enormous order book that stretches out multiyears. so the surprise we saw last night is that the ortds just --d were lower than expected. i don't think it has a real bearing on tsmc's quarter that will be reported later today or for rest of the year. however there is a question mark as to the sustainability and the outlook of the demand environment post this year. that is something to file away and bear in mind as the year progresses. haslinda: rob, i'm looking at the estimates for tsmc. net income estimate 214 taiwan dollars. can they beat expectations? >> yeah. as yourself and your viewers know, we know what the q1 revenue number was. it was slightly ahead of the guidance. we also had the earthquake. that seems fairly negligencable on the company. a.i. is well known. with their revenue beats or
that is after asml posted orders short of expectations. chip makers laid off buying equipment in the fourth quarter. rob, do those afml results give us any insight or indication what we can expect if tsmc today? >> very good question. asml has an enormous order book that stretches out multiyears. so the surprise we saw last night is that the ortds just --d were lower than expected. i don't think it has a real bearing on tsmc's quarter that will be reported later today or for rest of the...
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Apr 8, 2024
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asml could be a key player in this area as well. bloomberg out with a piece that asml could do well from the chips act in the united states. tesla, best performer on the nasdaq 100 today, up more than 5%. all of this as we see, perhaps, focus more orientated on robotaxis. elon musk saying the ev maker will deliver on its long promised robotaxi on october 8, years after hinting at plans for a dedicated robotaxi in 2019. shares of tesla were rallying on this news after the announcement, even as the company has recently been struggling with weak sales, competition from cheap chinese electric vehicles, plenty of concerns that have pushed the share lower throughout the course of 2024. let's switch gears and look at what else elon musk has been focusing of -- at of late. the blue check system has been reserved to paid subscribers until now. musk recently decided to grant the status mark for free to those with enough followers. because of what it has become, some qualifying users now sound a little embarrassed to have a blue checkmark back
asml could be a key player in this area as well. bloomberg out with a piece that asml could do well from the chips act in the united states. tesla, best performer on the nasdaq 100 today, up more than 5%. all of this as we see, perhaps, focus more orientated on robotaxis. elon musk saying the ev maker will deliver on its long promised robotaxi on october 8, years after hinting at plans for a dedicated robotaxi in 2019. shares of tesla were rallying on this news after the announcement, even as...
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Apr 18, 2024
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we chose taiwan semi after asml, there's been a lot of talk about what will happen with what has been one of the best trades in the market clearly and that's the semis taiwan semi today is falling on earnings there's some news on micron. it does lead us to nvidia as well which gets reiterated as its top pick, josh, with the $1,100 target at cowen do we need to worry about some of these chip stocks which month to date intel is down near 20%, amd off 13.5, to the down side, nxp is week. sky works, asml, lam research and nvidia i don't know if it's a full trend reversal you would look at the charts and decipher that better than me how do you look at what's happening in the space >> no, these are falling knives right now. nvidia is probably holding up better than most of the names that i follow. taiwan semi is 60% of global foundry revenue. there is no company doing anything in chips that doesn't deal with them in some way, shape or form. if you're not paying attention to what they're telling you, i don't know what they're looking at they lowered expectations for chips growth in 2024 they
we chose taiwan semi after asml, there's been a lot of talk about what will happen with what has been one of the best trades in the market clearly and that's the semis taiwan semi today is falling on earnings there's some news on micron. it does lead us to nvidia as well which gets reiterated as its top pick, josh, with the $1,100 target at cowen do we need to worry about some of these chip stocks which month to date intel is down near 20%, amd off 13.5, to the down side, nxp is week. sky...
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Apr 19, 2024
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you put that against asml earlier this week. it doesn't look great right now. >> the picture is looking murky. they produced a really solid set of numbers. excuse me. i think the market is zeroing in on commentary erring the earnings call. they are looking at tsmc scaling back its expectations for market growth. what we are seeing is a bit of a dichotomy right now between ai demand growth, which will underpin longer-term business for tsmc and in the short-term the smart phone and pc market weakness. annabelle: take a moment to clear your throat. we can look at how stocks are faring again. really big losses so far for some asian chipmakers. a lot of weakness coming through . given what you said around tsmc and perhaps concerns around the outlook than of the outlook is looking better. what is the readthrough on this for other big tech names like apple and nvidia? edwin: in terms of the warning on smartphones, the news does not look that good for apple. still by far i think its biggest customer, about a quarter of revenue. the smar
you put that against asml earlier this week. it doesn't look great right now. >> the picture is looking murky. they produced a really solid set of numbers. excuse me. i think the market is zeroing in on commentary erring the earnings call. they are looking at tsmc scaling back its expectations for market growth. what we are seeing is a bit of a dichotomy right now between ai demand growth, which will underpin longer-term business for tsmc and in the short-term the smart phone and pc...
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Apr 18, 2024
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asml is seeing a lull in advertisements adverse machines. the dutch company is hoping for a strong 2025 because of demand for al and memory chips. formula i returns to shanghai this weekend after five years. tickets were sold out in minutes when they went on sale in january. in 2019, when the race was last held, 160,000 people attended the grand prix. so what's driving excitement this year? there is some pent—up demand as well as demand. says max gallagher. there is an aspect of that because the pandemic played havoc particularly with the grand prix in china, so it's the last grand prix to rejoin the championship in the of the pandemic but there are other factors as well. perhaps most importantly, the chinese driver on the grid from shanghai, a local hearo, he was only five years of age when the first formula i race came to china back in 2004, and there is huge interest in china in the fight they have a national driver racing in the global championship, and he is a very good driver by the way. so that really helps. and then of course, gene
asml is seeing a lull in advertisements adverse machines. the dutch company is hoping for a strong 2025 because of demand for al and memory chips. formula i returns to shanghai this weekend after five years. tickets were sold out in minutes when they went on sale in january. in 2019, when the race was last held, 160,000 people attended the grand prix. so what's driving excitement this year? there is some pent—up demand as well as demand. says max gallagher. there is an aspect of that because...
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Apr 17, 2024
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talk to me about asml. >> asml under pressure today worst drop on interest -- intraday. results missed expectations. the number of ones that operated is how high expectations have gotten. that's why you are seeing shares under pressure, a modest miss compared to where investor analysts had been penciling in. about some of the ongoing issues with sales and demand in china. those are things investors are pointing out as a reason to take some profits on a pretty massive rally the stock has had. katie: you are looking at their worst day since october of 2022. talk to us about united. reporting after the bell yesterday. bailey: up double digits at one point this morning. keeping an eye on that. i always like to preface the year-to-date performance only up about 10% on a 12 month basis but meeting expectations with the results talking up travel demand despite some of the issues we've been seeing whether it is for bowing or individual airlines in particular they been able to navigate rising oil prices and cost of fuel as well as some of those costs whether they are playing -- p
talk to me about asml. >> asml under pressure today worst drop on interest -- intraday. results missed expectations. the number of ones that operated is how high expectations have gotten. that's why you are seeing shares under pressure, a modest miss compared to where investor analysts had been penciling in. about some of the ongoing issues with sales and demand in china. those are things investors are pointing out as a reason to take some profits on a pretty massive rally the stock has...
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Apr 17, 2024
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as i mentioned, the news from asml is putting some pressure into chipmakers. let's see what we hear from the company and how this can actually impact the broader sector, frank. >> we continue to watch the broader sector in not only tech, but how european stoxx, they influence u.s. stocks. we heard jim cramer say the open in europe influences the futures in the market. we'll see if that correlation continues. that ing you very much. >>> turning now to washington and a news alert from the white house. the biden administration is directing its trade office to consider tripping tariffs on imports from the chinese of alu aluminum, moving it up to 25%. they're working on the mexican government to circumvent tariffs by importing metals to the u.s. through mexico. he will lay out his actions in a speed this afternoon. right now looking at steel prices, they're moving up just about 1%. >>> turning our attention back over to wall street, fed chairman jay powell's first comments. powell's word of the day, it appears to be "confidence." >> we have said that we'll need gre
as i mentioned, the news from asml is putting some pressure into chipmakers. let's see what we hear from the company and how this can actually impact the broader sector, frank. >> we continue to watch the broader sector in not only tech, but how european stoxx, they influence u.s. stocks. we heard jim cramer say the open in europe influences the futures in the market. we'll see if that correlation continues. that ing you very much. >>> turning now to washington and a news alert...
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Apr 17, 2024
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., asml, travelers, jb hunt, market still digesting paul's hawkish comments from tuesday. our road map begins with the fight against inflation. >>> plus, united is one of the biggest gainers on the s&p in the premarket, this on the back of strong earnings. airline also slashing its expected deliveries amidst boeing's quality crisis. >>> and tesla's asking its shareholders to reinstate elon musk's $56 billion pay package. that was back in 2018. this after, of course, delaware court voided that compensation earlier this year. >>> let's begin with the markets, set to open higher after the dow ended six straight sessions of declines. s&p, nasdaq, russell did extend their daily losing streaks to three. yesterday, as you know, the fed chair suggested that rates could remain higher for a longer period. here's what he had to say about battling inflation. >> more recent data shows solid growth and continued strength in the labor market but also a lack of further progress so far this year on returning to our 2% inflation goal. the recent data have clearly not given us greater confid
., asml, travelers, jb hunt, market still digesting paul's hawkish comments from tuesday. our road map begins with the fight against inflation. >>> plus, united is one of the biggest gainers on the s&p in the premarket, this on the back of strong earnings. airline also slashing its expected deliveries amidst boeing's quality crisis. >>> and tesla's asking its shareholders to reinstate elon musk's $56 billion pay package. that was back in 2018. this after, of course,...
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Apr 18, 2024
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. >> pair that with the news we've had with asml and the fact chip equipment isn't so in demand. what is tsmc trying to signal here. >> they're trying to signal as usual they have the best read on what's going on. they are confirming what's going on in terms of these market forces. we've been waiting for this market to come back for a long time. it's coming back and china it's coming back for chips made outside the western ecosystem. asml is a longer-term read doesn't have much in terms of the short term. >> let's talk about micron and bloomberg's reporting. 6.1 billion grant allocation from the chips act to build capacity in the united states, there's a loans component as well. sources telling us this will get announced this week. what we know about the package. >> as other dutch as ever companies want more. this is being seen as roughly commensurate with micron's role in the value chain here. the memory chips is with advanced logic has been moving to east asia for the last few decades. this is the biden administration saying we haven't thought about just forgot about memory. yo
. >> pair that with the news we've had with asml and the fact chip equipment isn't so in demand. what is tsmc trying to signal here. >> they're trying to signal as usual they have the best read on what's going on. they are confirming what's going on in terms of these market forces. we've been waiting for this market to come back for a long time. it's coming back and china it's coming back for chips made outside the western ecosystem. asml is a longer-term read doesn't have much in...
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Apr 12, 2024
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are from you, by the way, the taiwanese company is being dismantled, the next plan is to disassemble asml, which is located in the netherlands, which makes laser lithographs for all this, for all these same processors, a plan has been developed, their only problem , fortunately for us, is that i haven’t seen anything very often lately. so that the anglo-saxons, well, in particular, the united states, carried out their plans to the end, they are doing worse and worse with this, and if anything is a window of opportunity, in my opinion for us, then this is this, this is the time, maybe or maybe we’ll still get stuck, you know , by the way, regarding the security of israel, which has secured this opportunity for itself, israel has practically isolated itself even from the united states with this behavior, despite the huge lobby that exists there, and it has now. ..well obviously obviously there will be problems with this, so i guarantee you that at the conference in chicago it will be the same as in sixty-eight, half of the democratic party will refuse to support a candidate who does not
are from you, by the way, the taiwanese company is being dismantled, the next plan is to disassemble asml, which is located in the netherlands, which makes laser lithographs for all this, for all these same processors, a plan has been developed, their only problem , fortunately for us, is that i haven’t seen anything very often lately. so that the anglo-saxons, well, in particular, the united states, carried out their plans to the end, they are doing worse and worse with this, and if anything...
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Apr 17, 2024
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let's look at asml said. it is not great but it is highly company specific they beat on earnings but they missed on sales. q1 sales were already forecast to drop year over year but this was a much wors outlook on booking and booking is how they make the numbers next quarter and the quarter after. bookings 3.6 billion euros, th forecast was 5.4 it is an asml story. now intell gets hit. nvidia gets hit. remember semis are a huge part of the s & p they were never 9% throughout my entire career. you will have this outsize effect when i look at my screen, i have green. i have tickers that are higher defensive stocks are doing their job. utilities are up a lot i have pharma names that are up. i don't think this is an acros the board rethink. i think we have enough positiv breadth away from large cap that the entirety of the stor remains in tact. i think it gets a little harder. >> let me zero in on dividends because they are near and dear to a large swath of our viewin audience i think we were coming off of a toug
let's look at asml said. it is not great but it is highly company specific they beat on earnings but they missed on sales. q1 sales were already forecast to drop year over year but this was a much wors outlook on booking and booking is how they make the numbers next quarter and the quarter after. bookings 3.6 billion euros, th forecast was 5.4 it is an asml story. now intell gets hit. nvidia gets hit. remember semis are a huge part of the s & p they were never 9% throughout my entire...
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Apr 3, 2024
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asml up 35%. we talked taiwan semi. what about transdime, up 24%. >> it's essentially 48 separate companies that the management has been acquiring, and no matter what plane you fly, they've got a part on it. and they have companies that they have a single part on the plane and they can raise prices. so it's a permanent compounder. >> archer daniels, down 14%. >> i don't own it. i bought it on the break, so i'm up 20%. and they'll settle the accounting -- >> still bullish? >> absolutely. i'm getting lucky now because of the commodity tailwind. but they'll set it will accounting issue. gd stuff. a quick break and come back with "final trades," next. power e*trade's award-winning trading app makes trading easier. with its customizable options chain, easy-to-use tools and paper trading to help sharpen your skills, you can stay on top of the market from wherever you are. e*trade from morgan stanley power e*trade's easy-to-use tools make complex trading less complicated. custom scans help you find new trading opportunities, w
asml up 35%. we talked taiwan semi. what about transdime, up 24%. >> it's essentially 48 separate companies that the management has been acquiring, and no matter what plane you fly, they've got a part on it. and they have companies that they have a single part on the plane and they can raise prices. so it's a permanent compounder. >> archer daniels, down 14%. >> i don't own it. i bought it on the break, so i'm up 20%. and they'll settle the accounting -- >> still...
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Apr 17, 2024
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dutch tech giant asml is the largest supplier of equipment to computer chip makers and europe's most valuable tech company. today it's reported first—quarter earnings of 1.22 equivalent to $1.3 billion usd. nearly half of asml sales of equipment in the first quarter were to customers in china, despite export restrictions. the dutch government has said it will spend something like 2.5 million euros to improve infrastructure in the area where asml is based in order to keep the company there. we asked ben barringer, global technology analyst, quilter cheviot if there is a risk asml would move. it's absolutely vital to the dutch economy, and i think they have very close political links with the dutch government. so, no, i think it's... they do an awful lot for the local economy, so i think it's very unlikely that it moves. obviously, it does have offices around the world, but most of the r&d happens in belt hoven in the netherlands. and actually you're seeing an expansion of their capacity over the next couple of years. so they're actually doubling down on their investment in the nethe
dutch tech giant asml is the largest supplier of equipment to computer chip makers and europe's most valuable tech company. today it's reported first—quarter earnings of 1.22 equivalent to $1.3 billion usd. nearly half of asml sales of equipment in the first quarter were to customers in china, despite export restrictions. the dutch government has said it will spend something like 2.5 million euros to improve infrastructure in the area where asml is based in order to keep the company there. we...
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Apr 19, 2024
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semitrade. >> yeah, i think i agree to an extent in terms of the asml, i think that was a warning shot across the bow. but i still think there's bifurcation there. the thing, your nxpis, oms that are exposed to evs, the ones that are probably bearing the brunt there. i think qualcomm somewhat sits in the middle, nvidia still top of class, but, i mean, listen, it's the 10% correction today is painful. i will say, though, that you have essentially quadrupled, and now you're taking off 10%. you've got to understand that there is going to be an elevated amount of beta to these type of plays. you know, super micro, i think, you know, it's much like the netflix situation where, when you refuse to reveal a data point that you have made a habit of doing, i don't understand what you expect investors to do, when that stock, i believe, is up six or seven times over the last 12 months as well i do think the moves aren't quite exacerbated but when you take a step back, and kind of look at them from a perspective of where have they come from i just don't think that you can be surprised at investors.
semitrade. >> yeah, i think i agree to an extent in terms of the asml, i think that was a warning shot across the bow. but i still think there's bifurcation there. the thing, your nxpis, oms that are exposed to evs, the ones that are probably bearing the brunt there. i think qualcomm somewhat sits in the middle, nvidia still top of class, but, i mean, listen, it's the 10% correction today is painful. i will say, though, that you have essentially quadrupled, and now you're taking off 10%....
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Apr 17, 2024
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dropping across the trademark -- the chip equipment supplier, bookings for the first quarter a miss for asml, coming in at 3.6 one billion euros. the estimates had been for 4.63 billion euros. a sizable mist in terms of first quarter bookings. we know that they must've been scrutinizing that data point. the focus on demand out of china. we will look for details on that. the second quarter gross margin is that it will get 50 to 51% in terms of the gross margin for the second quarter. they see sales between 5.7 billion euros to 6.2 billion euros. that is looking ahead to the second quarter. sales and the orders missing the estimates. net sales $5.2 billion. the top line, the redhead across the journal. they provide the essential equipment to making the high-end semiconductor used in every thing from ev's to missile systems. 3.61 billion euros versus 4.6 billion euros. we will be checking at the open for you and the read across to the semiconductor space. stocks taking a bit of a breather given the selloff we are seeing. three straight days of selling pressures. today the future is pointing sli
dropping across the trademark -- the chip equipment supplier, bookings for the first quarter a miss for asml, coming in at 3.6 one billion euros. the estimates had been for 4.63 billion euros. a sizable mist in terms of first quarter bookings. we know that they must've been scrutinizing that data point. the focus on demand out of china. we will look for details on that. the second quarter gross margin is that it will get 50 to 51% in terms of the gross margin for the second quarter. they see...
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Apr 17, 2024
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ed: chipmaking orders dive at asml. our chip stockpiles back? caroline: we will bring you into a conversation with the french company a toss. in the equity market pulls back a little bit from where it had been. nevertheless we see bond markets outperform, currently seeing a 20 year yield down to, three basis points. moving on and looking on the world of crypto. it's been on the downside as the u.s. dollar is falling. the first time in six days we saw the dollar give up strength as we digest what has been a slightly more hawkish of. risk assets are still cautious out there. ed: tesla continues to dominate headlines. down for a fourth straight session. the stock is trading at its lowest level in almost a year and i don't think this has to do with the headlines on the bloomberg terminal. the idea of incorporating in texas, thus about the downward pressure. there is indigestion from the past four days. layoffs, and elon going in on robotaxis. what is happening? but the stock is under a lot of pressure while the talk from elon musk is finding talk an
ed: chipmaking orders dive at asml. our chip stockpiles back? caroline: we will bring you into a conversation with the french company a toss. in the equity market pulls back a little bit from where it had been. nevertheless we see bond markets outperform, currently seeing a 20 year yield down to, three basis points. moving on and looking on the world of crypto. it's been on the downside as the u.s. dollar is falling. the first time in six days we saw the dollar give up strength as we digest...
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Apr 18, 2024
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basket of stocks in the sector in correction territory that, in part, is driven by the results from asml yesterday which was not good demand for the machinery today, the narrative is starting to shift we had earnings from tsmc. the company reporting the first growth and profit and revenue after three straight quarters of decline. there are green shots in terms of the recovery. the chip sectorcycles. now tsmc reaping the benefits which is driven by the continued demand for the a.i. chips. >> you know, when it comes to the surge with chips, you are saying stocks are at the bottom. imagine the upside arjun, taiwan semi we shift to that thank you. >>> taiwan semi posting the fastest sales increase since 2022 the boom in a.i. is boosting de demand joining me to discuss is the senior research vice president at wedbush >> great to see you. >> put this in perspective for us the gains here are mostly boosted by a.i how sustainable is that for this company? how real is the a.i. demand going forward? >> for tsmc, they are the supplier to all of the major participants on a.i. semiconductor side of t
basket of stocks in the sector in correction territory that, in part, is driven by the results from asml yesterday which was not good demand for the machinery today, the narrative is starting to shift we had earnings from tsmc. the company reporting the first growth and profit and revenue after three straight quarters of decline. there are green shots in terms of the recovery. the chip sectorcycles. now tsmc reaping the benefits which is driven by the continued demand for the a.i. chips....
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Apr 24, 2024
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i would highlight infineon shares are currently higher by about 6.4%, and asml up by 2.5%. >>> in other corporate news this morning, volvo cars has reported an 8% increase in quarterly core operating profit that was held by easing costs and higher volumes fully electric cars made up 21% of overall sales, up from 18% in the same period last year with competition in the chinese car market remaining robust. so no news when it comes to that but speaking earlier to cnbc, the ceo jim rowan said he's confident in the mix. >> we have a nice lineup of different propulsion technologies we have a plug-in hybrid technology it allows us to satisfy those parts of the world that are changing slower to electrification than others. see that quite starkly in the u.s. the west coast is taking longer as well as the interior. that's fine. we have the technology to support the customers in that region europe is developing quickly to ev. >>> still ahead on "street signs," the co-founder of oak tree management howard marks tells me the era of ultra-low interest rates is just now coming back. we're going to bri
i would highlight infineon shares are currently higher by about 6.4%, and asml up by 2.5%. >>> in other corporate news this morning, volvo cars has reported an 8% increase in quarterly core operating profit that was held by easing costs and higher volumes fully electric cars made up 21% of overall sales, up from 18% in the same period last year with competition in the chinese car market remaining robust. so no news when it comes to that but speaking earlier to cnbc, the ceo jim rowan...
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Apr 24, 2024
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london time, asml, that begins, really important. the most important european tech company and changes at the top of the executive team. the ceo stepping down and making wait for a new ceo. 6:00 p.m. u.k. time. the u.s. will come through with that five year auction of $70 billion worth of five-year notes or five-year treasuries after the two-year treasuries were well received. that option well received yesterday. is the market feeling indigestion? the u.k. minister visits in germany, continues his european tour. antony blinken is arriving in china later today. expected to touch down in shanghai. he's got a message for his chinese counterparts. later, u.s. earnings report, boeing, ford motor, and meta-with the focus on the aia. coming up, lecturing spending going out of style in china as the economy continues to struggle. we are going to check in on how that is affecting the biggest fashion brands. after gucci sales tumbled on weak demand. that is next. this is bloomberg. ♪ tom: welcome back to bloomberg daybreak: europe. we bring y
london time, asml, that begins, really important. the most important european tech company and changes at the top of the executive team. the ceo stepping down and making wait for a new ceo. 6:00 p.m. u.k. time. the u.s. will come through with that five year auction of $70 billion worth of five-year notes or five-year treasuries after the two-year treasuries were well received. that option well received yesterday. is the market feeling indigestion? the u.k. minister visits in germany, continues...
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Apr 15, 2024
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nvidia might be the poster child from the chip perspective, but asml is the enabling technology. and seeing what their order growth in terms of capex spending will be crucial. tom: tim craighead with an important preview of a crucial earnings season. but commit occasions advisor for the white house national security council will be joining surveillance to discuss the escalation, middle east. "markets today" is up next. this is bloomberg. ♪ ♪ >> good morning from london, i'm guy johnson with trading less than one hour
nvidia might be the poster child from the chip perspective, but asml is the enabling technology. and seeing what their order growth in terms of capex spending will be crucial. tom: tim craighead with an important preview of a crucial earnings season. but commit occasions advisor for the white house national security council will be joining surveillance to discuss the escalation, middle east. "markets today" is up next. this is bloomberg. ♪ ♪ >> good morning from london, i'm...
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Apr 5, 2024
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including urging the netherlands to stop asml for repairing chip-making equipment. a proxy advisory firm is telling shareholder to warn against goldenman sax. the bank had boosted c.e.o. david solomon's pay by 24% to $31 million in a year where the bank easternings plunged in a similar amount. and georgieva poised for a second term. no other candidates put forward. the fund says its 24-member board will hold meeting with her and the aid -- same to complete the process by tend of april. joe lewis, the 87 year-old british billionaire who plead guilty to insider trading has been spared jail time by a federal judge in new york. he was sentenced to three years probation and a $5 million type. any incarceration would be quite catastrophic. he passed share tips to a private pilot and a girlfriend. we'll have plenty more still on the program. stay with us. this is bloomberg. >> ♪ >> i still think if you take a longer arc inflation is coming down and we're going to get to 2%. >> we're not where we need to be. inflation is still too high particularly for the asset limited c
including urging the netherlands to stop asml for repairing chip-making equipment. a proxy advisory firm is telling shareholder to warn against goldenman sax. the bank had boosted c.e.o. david solomon's pay by 24% to $31 million in a year where the bank easternings plunged in a similar amount. and georgieva poised for a second term. no other candidates put forward. the fund says its 24-member board will hold meeting with her and the aid -- same to complete the process by tend of april. joe...
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Apr 12, 2024
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. >> asml, amy. you say you're looking to trim. the target got trimmed today to $1,052. >> very precise. >> at bernstein. they still rate it outperform. why are you looking to possibly trim it? >> it's had such a run. it's such a great company, if you look at the chart, it's a straight line up at this point. over 40 times. i think the story is known. i think all of semis have run and they've gone with it and i just think the space is probably a limb overdone. >> all right. we will come back. we're going to step into earnings next week and get up keanli.ahead of that mi sto with his "midday word" is right after this break. ♪ ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ ♪ [thunder rumbles] ♪ ♪ you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a rocket and hurtles it into space? boring does. boring makes vacations happen, early retirements
. >> asml, amy. you say you're looking to trim. the target got trimmed today to $1,052. >> very precise. >> at bernstein. they still rate it outperform. why are you looking to possibly trim it? >> it's had such a run. it's such a great company, if you look at the chart, it's a straight line up at this point. over 40 times. i think the story is known. i think all of semis have run and they've gone with it and i just think the space is probably a limb overdone. >>...
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Apr 12, 2024
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asml and micro. all of the chips moving to the upside today with the european tech sector up 1.5%. let's bring in kiran from the ubs global asset management. what a week we had with the fed and, of course, changing fed expectations on the back of the cpi and ecb reiterating the likes to start cutting as well. how have you shifted your ideas? >> described it as a tornado with the shift with investors now expecting the fed to cut by one wor two times. the september cut is the most likely to start with the fed. in terms of what it means for the markets, equity markets have proven to be resilient. we are continuing to advocate investors to seek long-term opportunities in technology and areas beyond tech and energy and healthcare. in the bond space, we revised up our expectations a little bit with the inflation data. we still see bonds as an attractive investment right now looking for mid to upper single digit returns. >> we saw the two-year yield hit the 5% mark overnight before falling back. the ten-year yield at the highest since november. if we are close to the peak, is there an arg
asml and micro. all of the chips moving to the upside today with the european tech sector up 1.5%. let's bring in kiran from the ubs global asset management. what a week we had with the fed and, of course, changing fed expectations on the back of the cpi and ecb reiterating the likes to start cutting as well. how have you shifted your ideas? >> described it as a tornado with the shift with investors now expecting the fed to cut by one wor two times. the september cut is the most likely to...
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Apr 23, 2024
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esml -- asml weighing expansion. the company said it signed a letter of intent in the final decision is subject to ironing out a few crucial points. perplexity ai has raised about 62 $3 million in a new funding round that ice the company at more than $1 billion. perplexity offers an ai chatbot that summarizes search results, list citations for answers, and helps users refine their queries to get the best responses. the financing doubles the valuation from just three months ago. caroline: ai is still so hot. let's talk about adobe. it is bringing more generative ai tools to photoshop. joining us now from london, david wadhwani. welcome. how is this incentivizing clients to pay more for adobe? how is generative ai bringing about a revenue increase for the business? >> i think we have to put everything we're doing with generative ai in the context of what we have been doing the last year. we first introduced generative aia year ago. in that period of time, we have added imaging model, another very important format for c
esml -- asml weighing expansion. the company said it signed a letter of intent in the final decision is subject to ironing out a few crucial points. perplexity ai has raised about 62 $3 million in a new funding round that ice the company at more than $1 billion. perplexity offers an ai chatbot that summarizes search results, list citations for answers, and helps users refine their queries to get the best responses. the financing doubles the valuation from just three months ago. caroline: ai is...
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Apr 30, 2024
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we know from intel, tsmc, a list of others, asml, they've talked about weakness in the first q1 and q2 and improvement in the second half. that is not necessarily good news for amd, which is why we will look at any type of trends on those two categories. on the flip side, all of this talk about capex spend, the a.i. chip, the mi-300x they had previously said the full year 2024 estimate was $3.5 billion. i say this because the number is extremely important. if they increase that estimate to $5 billion, which is what the street is anticipating, then you'll see shares react positively. that number is as high as 8 billion. so that's the commentary we're going to be looking for with this mi-300 series a.i. chip that will be the competitor to the h-100, h-200. >> what's the easy answer for why the stock has underperformed other names so dramatically, whether it's a broadcom? amd is only up 9. nvidia, for example, top of the heap, up 76%. why is it -- >> they are not necessarily solely a.i. plays. more than 50% of amd is embedded, gaming, pcs, and those don't necessarily benefit from this big
we know from intel, tsmc, a list of others, asml, they've talked about weakness in the first q1 and q2 and improvement in the second half. that is not necessarily good news for amd, which is why we will look at any type of trends on those two categories. on the flip side, all of this talk about capex spend, the a.i. chip, the mi-300x they had previously said the full year 2024 estimate was $3.5 billion. i say this because the number is extremely important. if they increase that estimate to $5...
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Apr 19, 2024
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that is asml >> semis kneecapped -- >> the smh is still up on the year it's easy to take profits. i've been taking profits and stocks kept going higher and higher >> it's such an important context, and i would expect nothing less from stephanie link, which is we're acting like the market is down 30% in a year >> 5% off its all-time high. >> 5%. peter tuckman is weeping openly. the market is still close to its highs. >> it doesn't mean it can't go down another 5%. what was important to me was the earnings of mega caps and the technology companies and certainly a communication services company that ended the blockbuster video career we'll talk about that stock in a little bit >> the next piedmont airlines? >> it's a friday you have a lot of systemic algorithmic selling. >> what if we end on lows today? >> that doesn't mean anything to me i wouldn't be surprised. sunday night the market comes in higher i don't look at markets that way. i think structurally we're in a bullish place. >> my guess is some of your buddies, all your cta bros with 18 monitors they do care if we end on the l
that is asml >> semis kneecapped -- >> the smh is still up on the year it's easy to take profits. i've been taking profits and stocks kept going higher and higher >> it's such an important context, and i would expect nothing less from stephanie link, which is we're acting like the market is down 30% in a year >> 5% off its all-time high. >> 5%. peter tuckman is weeping openly. the market is still close to its highs. >> it doesn't mean it can't go down another...
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Apr 18, 2024
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the moment the capital expenditure guide was reiterated and analysts see that not as surprising after asml maintained its top line growth other concerns that revolve around non-ai demand tsmc sees auto sales down when they previously thought they would be up, which is negative for on semi and that's why they're in the red the company said smartphone sales were recovering, great, but slowly tsmc counts apple as its biggest customer and then lastly tsmc warned around foundry weakness perceived as a negative for united micro electronics and so many names are lower today. >> tsmc, also had interesting comments on the topic we hear a lot about, which is how much power the chips use. what do they say >> they said soaring electricity costs are eating into their margins and profits and forecast a 25% increase in electricity costs starting this april that would reduce margins and contribute to higher costs for customers and competitors according to the ceo in the early morning earnings call today. tsmc's costs are emblematic of a greater problem facing firms all across the country how are they goin
the moment the capital expenditure guide was reiterated and analysts see that not as surprising after asml maintained its top line growth other concerns that revolve around non-ai demand tsmc sees auto sales down when they previously thought they would be up, which is negative for on semi and that's why they're in the red the company said smartphone sales were recovering, great, but slowly tsmc counts apple as its biggest customer and then lastly tsmc warned around foundry weakness perceived as...
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Apr 18, 2024
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>> asml is providing the equipment and tools required for chip manufacturing at the moment, there is not demand as many expected for the tools. the orders are lumpy they he cocome and go. if you look at the chip makers, this is interesting. tsmc is seeing huge demand 16% revenue jump year on year. the first profit rise in three quarters partly driven by the continuing demand for a.i. chips. if you look at the high per performance computing division that is 46% of the total revenue up from 43% in the last quarter. up 3% year on year you see that growing for a.i. chips. we are seeing green shoots samsung, the biggest memory chipmaker expects a rebound in profit you are seeing the green shoots emerge as they reach the trough and accelerate. >> customers like nvidia and apple need the chips more and more when we look at smartphones, we see softness there in china, there is overcapacity. there are other parts of the business as well >> frank, there is softness in the market q1 is a weaker quarter for smartphones particularly after the bump in the holiday quarter in december. there is weak
>> asml is providing the equipment and tools required for chip manufacturing at the moment, there is not demand as many expected for the tools. the orders are lumpy they he cocome and go. if you look at the chip makers, this is interesting. tsmc is seeing huge demand 16% revenue jump year on year. the first profit rise in three quarters partly driven by the continuing demand for a.i. chips. if you look at the high per performance computing division that is 46% of the total revenue up from...
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Apr 19, 2024
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annabelle: and asml earlier this week i'm great outlook sprint japan -- we are tracking the japanese yen, continuing to watch any levels or signals of intervention we get from japanese government officials. many of those in washington from the -- for the
annabelle: and asml earlier this week i'm great outlook sprint japan -- we are tracking the japanese yen, continuing to watch any levels or signals of intervention we get from japanese government officials. many of those in washington from the -- for the
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Apr 5, 2024
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. >> i have asml, plenty of tech exposure. it's not cheap. it's not even a value trap. it's nowhere near cheap. and i'm betting the ceo came in with such high hopes, such accolades and such promise and has failed on every single initiative thus far. >> that's unfair. >> what do you mean? look at the earnings disappointment. or his guidance. it's the guidance he put out there missed. >> he had to come in and clean up a messy situation. i wouldn't be surprised if you get back into it. when you look ahead starting today you see growth of 6 %, 32% in the coming years. >> you're making a bullish case for intel? >> i think so. you asked me two months ago, has it really changed now? and you've asked me that a few times over the years. i've been like, eh, it's still squishy. a couple months ago i said, i think it'schanging now. here is my issue with how much the stock traded down, which is nothing changed. all they did was disaggregate the information they're giving you. to be down 10% i thought was a silly punishment, and if you like it at 44, nothing is different here at 38.
. >> i have asml, plenty of tech exposure. it's not cheap. it's not even a value trap. it's nowhere near cheap. and i'm betting the ceo came in with such high hopes, such accolades and such promise and has failed on every single initiative thus far. >> that's unfair. >> what do you mean? look at the earnings disappointment. or his guidance. it's the guidance he put out there missed. >> he had to come in and clean up a messy situation. i wouldn't be surprised if you get...
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Apr 10, 2024
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revenue, which beat expectations, that's following through to some really good gains for the likes of asml, infineon and others, the names you see in our european region. technology, the leading. auto is up 1%. oil and gas moving to the upside there. indeed wti and brent actually fell in u.s. trade, but nonetheless have done very well so far this year and very much oscillating depending on what kind of news we're getting out of gaza and the ongoing cease-fire talks. we're going to be talking more with an israeli government spokesperson later on on our show on what is happening on that front. anyway, let's take a look at what's happening with futures. it's big inflation day out there, frank. we did get some commentary. the most recent commentary was governor bullard that he relates there could be three cuts this year. but bostic, who we do know is a hawk, he recommends there's the possibility of only one. it depends who you want to listen to. frank, different day, different message, but nonetheless, let's take a look at what's going on in the world's second largest economy, shall we? >> cpi
revenue, which beat expectations, that's following through to some really good gains for the likes of asml, infineon and others, the names you see in our european region. technology, the leading. auto is up 1%. oil and gas moving to the upside there. indeed wti and brent actually fell in u.s. trade, but nonetheless have done very well so far this year and very much oscillating depending on what kind of news we're getting out of gaza and the ongoing cease-fire talks. we're going to be talking...
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Apr 22, 2024
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if they don't deliver which is dan's implication, and they pull the asml type move, we will have a lower market. >> what would you advise, if folks want to get in on this magnificent seven trade, is it smart to do it here? >> i mean, we absolutely still have exposure there. i don't think it's something you want to be out of, but it's something i'm not chasing right now. i'm adding money to things like banks who have been outperforming, value companies, energy, that's where we've been adding all year. i'm still continuing to do that with new money, but i wouldn't get out of -- i would still make sure you have the exposure. if you don't have any, i mean, it's never too late to get in. i wouldn't be chasing it, either. >> wean we're talking about the patterns, obviously today felt a little better than friday. of course, if you're bullish, but how much really stock can you put in the moves that we saw here today? i mean, i just think about fomo so much, guy. >> i think you're right to think about that. some of it is relief. we traded down to levels where we should have bounced. it makes a lo
if they don't deliver which is dan's implication, and they pull the asml type move, we will have a lower market. >> what would you advise, if folks want to get in on this magnificent seven trade, is it smart to do it here? >> i mean, we absolutely still have exposure there. i don't think it's something you want to be out of, but it's something i'm not chasing right now. i'm adding money to things like banks who have been outperforming, value companies, energy, that's where we've...
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Apr 25, 2024
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asml was very similar. few chip names are going that way, like, really putting all the pressure on the second half of the year, blaming cyclicality in q-1 and q-2 >> how do you interpret this >> i value having kristina here, because it seems to me like we've heard this story before, and i'm not sure what we heard that was new that was so bad and i own a small piece of this company, very, very small, fortunately, but what i heard was, we didn't think anything good was happening in the short-term when i heard a company reiterate, go out of their way to say, we're actually -- q-1's the bottom we're going to see growth from here on out, i mean, that's the headline right here. >> but the guide was light is q-1 the bottom or q-2 >> the cfo is saying, we see q-1 as the bottom, and that, to me, on top of the fact they're talking about 200 basis points of margin improvement, talking about their $500 million in sales, their gaudy a.i. chip -- i just think this response is interesting. i'm also someone that said, ever
asml was very similar. few chip names are going that way, like, really putting all the pressure on the second half of the year, blaming cyclicality in q-1 and q-2 >> how do you interpret this >> i value having kristina here, because it seems to me like we've heard this story before, and i'm not sure what we heard that was new that was so bad and i own a small piece of this company, very, very small, fortunately, but what i heard was, we didn't think anything good was happening in...
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Apr 17, 2024
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the sox index falling 2.7% at the moment in large part to asml this is on pace for its largest percent decrease since june of 2022. we've got it down 7. this as the semiconduct orer -- this is the semiconductor equipment maker, reporting much weaker than anticipated first if quarter sales goals. let's see some green on the screen because there is some here. look at united airlines shares, moving higher by 16.75% driven by a quarterly report that sailed over lowered expectations as it overcomes boeing's jet delay woes. hey, look at a paramount. we've got some green there, showing some life here, up about 3.5%. no real news at the moment but, of course, we've got the potential pending merger with skydance. we don't know if it's going to happen. no real news on that, but we're about to make some news with mario a georgia ebellly who runs the firm that owns enough paramount if shares to make it the second largest shareholder behind national amusement's shari redstone. he want -- she wants to sell, he he does not want his clients on the losing end of any merger, how far is he willing to go
the sox index falling 2.7% at the moment in large part to asml this is on pace for its largest percent decrease since june of 2022. we've got it down 7. this as the semiconduct orer -- this is the semiconductor equipment maker, reporting much weaker than anticipated first if quarter sales goals. let's see some green on the screen because there is some here. look at united airlines shares, moving higher by 16.75% driven by a quarterly report that sailed over lowered expectations as it overcomes...
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Apr 19, 2024
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concern across all technology stocks, not just chips more recently, the disappointing outlooks from asml and taiwan semi have investors spooked. pc and smartphone sales are recovering we'll fix that screen in a second that was just showing amex lastly, the sector as a whole is considered over, but specifically with chips, you're seeing a lot of that derisking, momentum traders getting out that's why even big names like nvidia, down about 10% second weakest s&p performer today followed by amd an micron, also down 4% i got to mention super micro that stock is down -- we'll bring that up in a second. down over 22% right now. the worst performer right now in the s&p 500 is silicon valley-based service assembler did announce its earnings release date today, but didn't preannounce better than expected earnings, and in the last seven out of eight times when super micro gave an earnings date, they said earnings were going to be good. this time around, they said nothing, and that has investors worried, mike. >> amazing that's such a great tell on just how tightly wound the positioning was, i gues
concern across all technology stocks, not just chips more recently, the disappointing outlooks from asml and taiwan semi have investors spooked. pc and smartphone sales are recovering we'll fix that screen in a second that was just showing amex lastly, the sector as a whole is considered over, but specifically with chips, you're seeing a lot of that derisking, momentum traders getting out that's why even big names like nvidia, down about 10% second weakest s&p performer today followed by...
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Apr 17, 2024
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bank corp., asml, travelers, jb hunt, market still digesting paul's hawkish comments from tuesday. our road map begins with the fight against inflation. >>> plus, united is one of the biggest gainers on the s&p in the
bank corp., asml, travelers, jb hunt, market still digesting paul's hawkish comments from tuesday. our road map begins with the fight against inflation. >>> plus, united is one of the biggest gainers on the s&p in the
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Apr 5, 2024
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the one thing that people don't understand, other than asml, we own the intellectual property. it's the last thing in the food chain. if you ask morris chang, great taiwan semi, what do you make in america that's so good? we make the capital equipment. semiconductor capital equipment. and samsung seems to know how to do it. we'll wait to see what intel knows to do. my sources indicate they don't know what to do. >> even with all the tailwinds they've gotten from u.s. industrial policy? >> i think that i don't want secretary raimondo to be on the hot seat about this, but intel's one to do it, and intel was a great manufacturer, but that was a different intel. it was just a different intel. they used to have a couple of people on a s.w.a.t. team that could put plants anywhere. used to be an intel hawk. i went to the israeli plant on saturday where no one works, which is pretty amazing, and then i went to the opening of the irish plant, and they just knew how to build. these guys, not so clear. it's a construction project. >> right. >> and then after that, you bring in lam, bring
the one thing that people don't understand, other than asml, we own the intellectual property. it's the last thing in the food chain. if you ask morris chang, great taiwan semi, what do you make in america that's so good? we make the capital equipment. semiconductor capital equipment. and samsung seems to know how to do it. we'll wait to see what intel knows to do. my sources indicate they don't know what to do. >> even with all the tailwinds they've gotten from u.s. industrial policy?...
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Apr 29, 2024
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week one of chips earnings was also in the books now and despite some red flags from taiwan semi and asml some are calling for the cyclical bottom for nonai plays the earnings out this morning they had an earnings beat. q2 guidance fell short they are exposed to evs and tesla. nxp is out tonight and has less exposure to evs an more exposure to china you can see how you want to read that the big it driver for the ai chip space is rising cloud capex pend microsoft, alphabet and google are expected to spend and that doesn't include the 140 does not include amazon and apple spend as well. it bodes well for compute names like nvidia which surged about 15% last week. shares are down slightly today vee thone melius is rupp, a price target $1,125 on this name you can see shares trading at 874 right now. other nvidia alternatives, amd, out tuesday after the bell, custom chip makers marvel and broadcom and the reason these ones benefit, too, because companies are looking to lessen concentration risk on nvidia and expend their supply chain. it's not all sunshine and roses outside of ai, tech spendin
week one of chips earnings was also in the books now and despite some red flags from taiwan semi and asml some are calling for the cyclical bottom for nonai plays the earnings out this morning they had an earnings beat. q2 guidance fell short they are exposed to evs and tesla. nxp is out tonight and has less exposure to evs an more exposure to china you can see how you want to read that the big it driver for the ai chip space is rising cloud capex pend microsoft, alphabet and google are...
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Apr 9, 2024
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asml is obviously a dutch company. there's tokyo eelectron in can that are dutch companies. tokyo electron doesn't do that. canon doesn't to that. so either we're going to be strategic competitors or strategic adversaries. google just discovered in the ai space that china was stealing trade secrets. you can't have an economic competition where stealing and cheating are norm and accepted. >> the question is, if that is the case, then the answer is isn't, i want to be your friend, the answer is, i can't be your friend at all. >> the answer is exactly before this goes any further is making a choice. that's why it was so weird to have u.s. business leaders in china applauding the leadership of the prc, having all had their -- i can't tell you as chief of staff how many of those individuals were talking about trade secrets being stolen or being forced to hand over all the family jewels so they can get access to the market. and yet, china is discovered and by our own fbi and intelligence agencies, actually spreading misinformation in the united states. >> you're making the argumen
asml is obviously a dutch company. there's tokyo eelectron in can that are dutch companies. tokyo electron doesn't do that. canon doesn't to that. so either we're going to be strategic competitors or strategic adversaries. google just discovered in the ai space that china was stealing trade secrets. you can't have an economic competition where stealing and cheating are norm and accepted. >> the question is, if that is the case, then the answer is isn't, i want to be your friend, the...
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Apr 18, 2024
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lisa: yesterday, we got asml, and it came out low expectations. they said it was a corrective cycle. which is it? yesterday, nvidia down, today, it goes up, so i think that that might take away from this. it is unclear what this means for apple in the semiconductor super cycle. annmarie: we just went from talking about the increased rhetoric in washington and beijing, and now we are talking about how tsmc is nailing it. there are long-term concerns, not just about the pathway for ai and how long the rally can go but how safe the taiwan strait can be. every time i think of the tsmc, i come back to the constant friction between these two countries, china and washington. this is a company that is in the middle. jonathan: dominating meetings in washington this week. we will hear from goldman, williams and bostic as sticky inflation traders reconsidering the path to rate cuts. they describe the u.s. economy is "overheated." john lipsky writing, "despite the first quarter, cpi data, it is not clear that it is accelerating, calling into question the clai
lisa: yesterday, we got asml, and it came out low expectations. they said it was a corrective cycle. which is it? yesterday, nvidia down, today, it goes up, so i think that that might take away from this. it is unclear what this means for apple in the semiconductor super cycle. annmarie: we just went from talking about the increased rhetoric in washington and beijing, and now we are talking about how tsmc is nailing it. there are long-term concerns, not just about the pathway for ai and how...