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asml's ute look remains unchanged.hey have described this year as a transition year before seeing stronger growth in 2025. asml total net sales to be strong. they see it 6.7 billion to 7.3 billion you rose. we know as well that they're going to be looking at the sales and demand coming through from the likes of t.s.m. as well as intel particularly for the extreme ultra violent machines of which asml makes those crucial for churning out those a.i. chips for the likes of apple and n vid yeah. we'll get more details around the asml story later this hour. and in terms of the geo politics and the demand for genre active a.i. chips. let's cross over to asia before we do that. we'll check in on the markets here because we have seen in the u.s. that significant rotation out some of the big tech names and into the russell 2000. a significant pickup. the russell 2,000 ending the day up 3.5%. rotation nation, that theme continues. will it be sustained? a lot of this on bets that the federal reserve is getting closer to the first
asml's ute look remains unchanged.hey have described this year as a transition year before seeing stronger growth in 2025. asml total net sales to be strong. they see it 6.7 billion to 7.3 billion you rose. we know as well that they're going to be looking at the sales and demand coming through from the likes of t.s.m. as well as intel particularly for the extreme ultra violent machines of which asml makes those crucial for churning out those a.i. chips for the likes of apple and n vid yeah....
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Jul 17, 2024
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with asml.e've seen it used against other companies like huawei to cut off their access to some of this key chip-making equipment. what does this ultimately mean? for one, the companies involved, two, china. 49% of sales going to the chinese market, that's a huge chunk. now, asml has already face read stricdss in the past few years in terms of exporting its most advanced machinery to china. that's sort of a big deal. if these restrictions impact their older generations of machines, that's where it gets very complicated for a company like asml. similar for other ee kwiquipmen makers. what does this mean? china has been hampered by restrictions we've seen over the past few years on its chip sector, whether it's directly cutting off wowway's access like the u.s. did in 2021 to tsmc, which effectively crippled huawei's mobile business. whether it's cutting smic from chip-making, which means smic has nonbeen able to catch up. it's been kept generations behind those two companies and kept behind china
with asml.e've seen it used against other companies like huawei to cut off their access to some of this key chip-making equipment. what does this ultimately mean? for one, the companies involved, two, china. 49% of sales going to the chinese market, that's a huge chunk. now, asml has already face read stricdss in the past few years in terms of exporting its most advanced machinery to china. that's sort of a big deal. if these restrictions impact their older generations of machines, that's where...
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asml having its worst they since march '20.nough to offset geopolitical risk. ed: the chip stocks is where the pain is most felt. caroline: that does it for this edition. ed: check out the pot. this is bloomberg. ♪ -- the pod. this is bloomberg. ♪ how am i goingnd a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. the moment i met him i knew he was my soulmate. you've got more options t"soulmates.". soulmate! [giggles] why do you need me? [laughs sarcastically] but then we switched to t-mobile 5g home internet. and now his attention is spent elsewhere. but i'm thinking of her the whole time. that's so much worse. why is that thing in bed with you? this is where it gets the best signal from the cell tower! i've tried everywhere else in the house! there's always a new excuse. well if we got xfinity you wouldn't have to mess around with the connection. therapy's tough, huh? -mmm. it'
asml having its worst they since march '20.nough to offset geopolitical risk. ed: the chip stocks is where the pain is most felt. caroline: that does it for this edition. ed: check out the pot. this is bloomberg. ♪ -- the pod. this is bloomberg. ♪ how am i goingnd a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. the moment i met him i knew...
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Jul 17, 2024
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that could obviously impact asml. rememberthat that could obviously impact asml.ber that asml also builds the highest and euv machines that can only go into the us and are going to taiwan, and most advanced chips for compass like nvidia that you mentioned are all still being bought, still being used, intel is buying them as well, so all of these things are going into place. the question is one of balance. how much of that will they sell versus how much business will they lose of the slightly older equipment which is what they are still allowed to sell into china? fin is what they are still allowed to sell into china? on china's art, to sell into china? on china's part. what — to sell into china? on china's part. what your _ to sell into china? on china's part, what your take - to sell into china? on china's part, what your take on - to sell into china? on china's part, what your take on howl part, what your take on how they have been reacting? as you mentioned this has been an ongoing thing, this is not a new round. it ongoing thing, this is not a new round.— new r
that could obviously impact asml. rememberthat that could obviously impact asml.ber that asml also builds the highest and euv machines that can only go into the us and are going to taiwan, and most advanced chips for compass like nvidia that you mentioned are all still being bought, still being used, intel is buying them as well, so all of these things are going into place. the question is one of balance. how much of that will they sell versus how much business will they lose of the slightly...
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Jul 17, 2024
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asml didn't. level the playing field.ow, of course, because the market's so stupid, asml goes down and lam goes down. lam already had the hit. asm has it. >> they did issue this q3 orders forecast that was light. >> well, they did say it was going to be the same as '23. that was surprising to me. but look, what matters is that asml has not played ball. and the -- the administration's absolutely right to go after them, given the fact that they haven't played ball, but let's understand that secretary raimondo has done everything she can to make it so that key semiconductor plants are here, which is why intel's up, because it is really embraced that. but i think that the president saying that taiwan stole it, so therefore taiwan has to pay protection -- >> that's a different president you're talking about. you get people confused here. >> candidate trump is saying that you need protection. i think that one of the -- if they want to pay, they have -- they have to pay protection. >> protection money. >> that's the same as with
asml didn't. level the playing field.ow, of course, because the market's so stupid, asml goes down and lam goes down. lam already had the hit. asm has it. >> they did issue this q3 orders forecast that was light. >> well, they did say it was going to be the same as '23. that was surprising to me. but look, what matters is that asml has not played ball. and the -- the administration's absolutely right to go after them, given the fact that they haven't played ball, but let's...
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Jul 17, 2024
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you look at asml and their earnings picture.ature and how things are faring in the chips cycle. you're finding asml toward the bottom end of the european market going down nearly 7% at 4.86% lower. the german tech company moving to find gains. very quickly, also showing you the picture out of asia because that also got some declines then. this is where the declines are. tokyo electron, of course, on the become of some of those comments coming from donald trump, really hurting and impacting things. perhaps saying that the market out of the u.s. may be hindered or stopped for the likes of tokyo, the likes of taiwan, semiconductors as well. tsmc down more than 2%. if indeed donald trump becomes president, significant fear that tsmc may have to invest more in the united states to find gains in that market. for now, the market looks a little bit jittery off the back of that and is down significantly. frank. >> arabile, thanks. arabile gumede live in our newsroom. >>> the mag seven may be seen as the biggest since the artificial intel
you look at asml and their earnings picture.ature and how things are faring in the chips cycle. you're finding asml toward the bottom end of the european market going down nearly 7% at 4.86% lower. the german tech company moving to find gains. very quickly, also showing you the picture out of asia because that also got some declines then. this is where the declines are. tokyo electron, of course, on the become of some of those comments coming from donald trump, really hurting and impacting...
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Jul 17, 2024
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asml, applied materials, and advanced microdevices down double digits. taiwan semi among the laggards, as well. down 8%. the latest moves coming from both president biden and former president trump indicate that trade tensions with china will, in fact, ramp up going into the elections here. so, this coming from all sides, in terms of political parties, and that is having the impact on the chip sector. trump specifically questioning whether the u.s. would actually defend taiwan in the event of a chinese attack. so, really throwing some concern on this trade. the chip selloff driving the nasdaq to its worst one-day loss since december 2022. the tech heavy index dropping almost 3%. so, does today's action mark the end of the red-hot semi trade, no matter what the outcome of this election, guy? >> the end. well, last night, cq was here -- you were on a shoot -- >> on assignment. on assignment. >> as you are want to be. it broke during the show. a couple things struck me. the comments about jerome powell and the fed cutting rates this year, but the taiwan com
asml, applied materials, and advanced microdevices down double digits. taiwan semi among the laggards, as well. down 8%. the latest moves coming from both president biden and former president trump indicate that trade tensions with china will, in fact, ramp up going into the elections here. so, this coming from all sides, in terms of political parties, and that is having the impact on the chip sector. trump specifically questioning whether the u.s. would actually defend taiwan in the event of a...
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neither did asml. hearing behind the scenes in japan is that the government isn't going to be enforcing any such efforts. there's also been the reaction that's come through from the u.s. equipment makers, the likes of applied materials, kla. they are voicing opposition to it. their concern is that you invoke fdpr and it could backfire. the netherlands and japan could be so defiant that they end up stopping cooperating with the restrictions that are already in place. the prospects ours -- of this tells you at a bigger picture level that the intent to form a unified approach against china's chipmaking ambitions is falling short. paul: all right. annabelle droulers there. plenty more to come. this is bloomberg. ♪ paul: let's check in on how markets are faring at the moment. in particular, chip shot -- stocks. we heard a moment ago about this bloomberg scoop that the biden administration weighing even tougher trade rules in the chip crackdown on china. a number of stocks suffering as a result of this. we s
neither did asml. hearing behind the scenes in japan is that the government isn't going to be enforcing any such efforts. there's also been the reaction that's come through from the u.s. equipment makers, the likes of applied materials, kla. they are voicing opposition to it. their concern is that you invoke fdpr and it could backfire. the netherlands and japan could be so defiant that they end up stopping cooperating with the restrictions that are already in place. the prospects ours -- of...
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Jul 18, 2024
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asml, which was lower by 10% yesterday, at this stage down 2.1%. also want to take you to the u.s. close because this was really where we got the first picture of that reaction from investors in terms of those concerns on the tech front. looking at the nasdaq, closed down by 2.7%. here's an interesting stat for you. this was the first time that we saw the nasdaq ending the session by more than 2.5% since may of 2001. we haven't seen this in a very, very long time. of course, when thinking about the s&p, it also tracked lower on wednesday down by 1.4%. some of that also related to these concerns around tech and really how geopolitics are taking center stage at this moment. when it comes to the big tech, we also have been keeping a close eye on what this has meant for some of the big corporates in america. i would like to look at nvidia, in fact, because this is a very interesting performance on the back of the developments. it ended the session down by more than 6%. let's see what market reaction we will get throughout today whether the investors wi
asml, which was lower by 10% yesterday, at this stage down 2.1%. also want to take you to the u.s. close because this was really where we got the first picture of that reaction from investors in terms of those concerns on the tech front. looking at the nasdaq, closed down by 2.7%. here's an interesting stat for you. this was the first time that we saw the nasdaq ending the session by more than 2.5% since may of 2001. we haven't seen this in a very, very long time. of course, when thinking about...
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Jul 31, 2024
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the story out of reuters that is lifting tokyo electron and asml.inistration plans to exempt chip makers from upcoming export restrictions. how important is that story? dan: very important. what is the one thing that can spoil the ai party? it is not the fed, it is not valuation, it is about restrictions. it's basically what we see on tariffs, and ultimately the tech war playing out. that was a huge move by the beltway. just keeping that when you want to sound tough in terms of what is playing out. for asml. it shows that you cannot disrupt the supply chain with all this constraint. jonathan: we have done the cloud business and the chipmakers and we need to finish with your baby, apple. the report the last couple of days, the chance that the iphone is released in september without all of the ai goodies. you have had this thesis for a long time. they come out with this phone, there would be a monster of great cycle, it is one of the biggest pillars for your upgrade call on the apple stock. does it change with that report? dan: not at all. a great rep
the story out of reuters that is lifting tokyo electron and asml.inistration plans to exempt chip makers from upcoming export restrictions. how important is that story? dan: very important. what is the one thing that can spoil the ai party? it is not the fed, it is not valuation, it is about restrictions. it's basically what we see on tariffs, and ultimately the tech war playing out. that was a huge move by the beltway. just keeping that when you want to sound tough in terms of what is playing...
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Jul 18, 2024
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you see asml recovering in today's session.ne company, nokia, reported a 32% slide in operating in the second quarter as slower sales in 5g weighed on the telecom giant. we will continue to see what happens in today's session. frank, it is also the day we hear from the european central bank. >> silvia amaro, thank you. we turn to the rough session for stocks in asia with jp ong. jp, good to see you. >> good to see you, as well, frank. wit we start with chips here. you have to start with taiwan and south korea. it is not so much the prospect of the tighter trading curbs with companies that deal with ch china, but the not so flattering words by donald trump over tsmc that kept it under water today and pulled out the taiwan exchange hitting record highs the last couple sessions. mind you, the questions if the u.s., under a trump administration, to force taiwan to pay or contribute more to make sure the u.s. participates and ensures the defense pac is secure. that weighs on south korea because we know south korea and u.s. military
you see asml recovering in today's session.ne company, nokia, reported a 32% slide in operating in the second quarter as slower sales in 5g weighed on the telecom giant. we will continue to see what happens in today's session. frank, it is also the day we hear from the european central bank. >> silvia amaro, thank you. we turn to the rough session for stocks in asia with jp ong. jp, good to see you. >> good to see you, as well, frank. wit we start with chips here. you have to start...
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asml also up. here, nvidia, up 5 1/3 percent. the bond market is getting ready for the fed decision and the jay powell news conference that will be so critical. this morning we're taking a look at the yields on the benchmark. >>> later we're going to talk with a guest on what to expect from the central bank. >>> all right. that's your morning setup. let's look at mega cap tech. we're watching microsoft. shares are lower. the beats appear to be focusing on cloud revenue falling just short of estimates. as your revenue grew by 29%. missing expectations for the first time since 2022. microsoft expecting growth to speed up. joining us for this and much more, the big technology founder and cnbc contributor, alex, good morning. always good to see you. it appears the stocks are falling on the slight miss. big deal? not a big deal? >> i don't see it as a big deal. it's going to pull up. if you thought the ai story was working yesterday, it's still working today. in the call, they talked about the fact this was a capacity issue, right? th
asml also up. here, nvidia, up 5 1/3 percent. the bond market is getting ready for the fed decision and the jay powell news conference that will be so critical. this morning we're taking a look at the yields on the benchmark. >>> later we're going to talk with a guest on what to expect from the central bank. >>> all right. that's your morning setup. let's look at mega cap tech. we're watching microsoft. shares are lower. the beats appear to be focusing on cloud revenue falling...
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Jul 30, 2024
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chip maker asml shares up 2%. followed by tesla up 1.25%. qualcomm up almost 1%.are checking the bond market as the fed kicks off the latest policy meeting today. 4.18, falling a few basis points from recent days. we'll continue to watch the move in yields throughout the show. key to the market action today -- excuse me. the biggest week of earnings season. we get earnings from amd and pfizer and merck. jetblue also reports as well as starbucks. phil lebeau has the key numbers to watch with jeoet jetblue. >> when jetblue reports later today, they will key in per seat. it is what jetblue says about unit revenue for the rest of the year that could determine how jetblue shares trade on wednesday. this is an airline in the midst of restructuring routes under new ceo. they are making progress, but still have a long way to go. garrity's focus is on adding profitable routes. not just to pick up market share. we will speak with joanna geraghety today on closing bell and where jetblue is and where it expecting to go the remainder of the year. >> good morning, starbucks wil
chip maker asml shares up 2%. followed by tesla up 1.25%. qualcomm up almost 1%.are checking the bond market as the fed kicks off the latest policy meeting today. 4.18, falling a few basis points from recent days. we'll continue to watch the move in yields throughout the show. key to the market action today -- excuse me. the biggest week of earnings season. we get earnings from amd and pfizer and merck. jetblue also reports as well as starbucks. phil lebeau has the key numbers to watch with...
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Jul 18, 2024
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they have been made.' do not buy, this means that semiconductor component manufacturers, including asml'sable to expand production. for example, the delivery time for the top nvidia h100 neural network accelerators has been reduced from the previous 450 weeks to 15. shipments of high-performance memory modules have doubled. in total , according to trankforce, cloud providers will spend 180 this year on the purchase of servers for pre-test centers focused on artificial intelligence. what do we bring back from our travels with avito? cashback bonuses for your next trip. avito journey. everything will go as planned with cashback and bonuses. needed money. tired of looking for a loan that will be approved? compare simplifies this task. we've checked the offers and collected them in one place. just select an mfi and submit an application. the money will come directly to the card. take a loan on the website or in the mobile application. compare. one of my friends has the fastest mobile internet. cool video. how high is the speed anyway? you haven’t connected this yet with 5g. although you bette
they have been made.' do not buy, this means that semiconductor component manufacturers, including asml'sable to expand production. for example, the delivery time for the top nvidia h100 neural network accelerators has been reduced from the previous 450 weeks to 15. shipments of high-performance memory modules have doubled. in total , according to trankforce, cloud providers will spend 180 this year on the purchase of servers for pre-test centers focused on artificial intelligence. what do we...
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Jul 17, 2024
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that should be apple but asml holdings is of course the name down 12 and one-third percent but apple i'm just going to quickly check this , weave got it down two and one-third percent, the laggard on the dow jones industrials. not all on the biden report when it comes to tech. taiwan semi which fabricates chips for us companies including nvidia cratering 8% right now after gop presidential candidate donald trump indicated in an interview that he's at-best luke warm about defending taiwan against chinese aggression. as we look at taiwan semi at 171, we should just keep in mind that it has had quite a year. right now for the year, it's still up about 64%. so what about that rotation out of big tech which we are seeing and into the russel? which added 3.5% to the small caps just yesterday, 78 points, and 10% the previous four days. it's a bit of a retreat here but the russel is the least-worst of the indices that are falling. right now it's down 19 points or just under 1%, so as previously very expensive and over-bought names pullback, maybe ones you wish you had bought, is this sort of
that should be apple but asml holdings is of course the name down 12 and one-third percent but apple i'm just going to quickly check this , weave got it down two and one-third percent, the laggard on the dow jones industrials. not all on the biden report when it comes to tech. taiwan semi which fabricates chips for us companies including nvidia cratering 8% right now after gop presidential candidate donald trump indicated in an interview that he's at-best luke warm about defending taiwan...
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Jul 18, 2024
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nvidia, advance micro devices, taiwan semiconductor, asml holding.but there were huge losses yesterday. now, the magnificent seven, alphabet, amazon, apple, meta all up a little bit. meta's up $13. let's have a look at the other, the rest of the magnificent seven, three the more for you, microsoft, nvidia and tesla, all of them opening higher this morning. let me get back to taiwan semiconductor. up today. lauren: yeah, because of what trump said about taiwan yesterday. but hen they reported their earnings, and their profits grew 36%. they're the world's largest contract chip maker. customers include apple and nvidia. and they raised their forecast for the year. strong demand for a.i. chips, strong napped for smartphones. this is -- demand for smartphones. they signaled price increases, and some comments are giving a boost to other players like asml that they're going to expand their cap-x spending, spending more. stuart: but they were taken down yesterday in part because trump said let taiwan pay for its own defense, and that took them down sharply.
nvidia, advance micro devices, taiwan semiconductor, asml holding.but there were huge losses yesterday. now, the magnificent seven, alphabet, amazon, apple, meta all up a little bit. meta's up $13. let's have a look at the other, the rest of the magnificent seven, three the more for you, microsoft, nvidia and tesla, all of them opening higher this morning. let me get back to taiwan semiconductor. up today. lauren: yeah, because of what trump said about taiwan yesterday. but hen they reported...
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and chinese companies purchased this equipment only from asml in the second quarter of this year alones of modern equipment have increased; the company does not disclose the direction of supplies, but simultaneously with the dutch report , a study was released by the analytical company transforce, from which it follows that the supply of servers for solving artificial intelligence problems increased by 20% over the year. and most importantly, this does not mean that they began to be purchased more actively, it means that manufacturers of semiconductor components, that is , including acm clients, were able to expand production. for example, the delivery time for top-end neural network accelerators nvidia h100 has been reduced from the previous 40-50 weeks to 15. shipments of high-performance modules memory increased. doubled, in total , cloud providers , according to trenfors, will spend $187 billion this year on the purchase of servers for data centers focused on artificial intelligence, all this truth may make us take the other side of this neuroboom more seriously, according to the c
and chinese companies purchased this equipment only from asml in the second quarter of this year alones of modern equipment have increased; the company does not disclose the direction of supplies, but simultaneously with the dutch report , a study was released by the analytical company transforce, from which it follows that the supply of servers for solving artificial intelligence problems increased by 20% over the year. and most importantly, this does not mean that they began to be purchased...
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Jul 18, 2024
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asml and tokyo electron who sell to the chinese may be curved so that has hurt the industry.e others, former president trump spoke with bloomberg and said here is the issue with taiwan as they took our to business. taiwan has been a big player at the expense of the u.s.. there could be implications in terms of ramping up chip production in. tom: tim culpan on these crucial earnings. thank you. switzerland's abb recorded a 19% margin tying into offsetting declines. i'm joined by the ceo. thanks for joining us. you pushed through some positive changes, talk about demand for the data center story, do you see demand continuing? guest: it has been strong driven by ai and all the data needed in the world so we expect this to grow but it's not only data centers, it is electrification of the world at the core. tom: is that a story that evolves to the upside? bjorn: data centers is coming from electrification business and we had 23.2% on margins. it's a big beat so we believe that short and long cycle will grow strongly. tom: our input costs coming down? bjorn: margin improvement is d
asml and tokyo electron who sell to the chinese may be curved so that has hurt the industry.e others, former president trump spoke with bloomberg and said here is the issue with taiwan as they took our to business. taiwan has been a big player at the expense of the u.s.. there could be implications in terms of ramping up chip production in. tom: tim culpan on these crucial earnings. thank you. switzerland's abb recorded a 19% margin tying into offsetting declines. i'm joined by the ceo. thanks...
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Jul 17, 2024
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the potential risk hitting shares of asml, even as they posted sales that estimates. a 2022 high for the sportswear maker raising annual profi markets, -- profit , adidas soaring away with the new announcement of their products plus a shrinking stockpile of issues, which they stopped making after cutting ties with kanye west. cathie wood is making a bold call on tesla, saying that the companies move into the autonomous taxi business will be a catalyst for a tenfold increase in the share price. what had been bullish on tesla for a long time, making it among holding in her etf, tesla shares are up percent while the innovation fund has lost 9% this year. jonathan: thank you. next, the market says september. >> there is a lot of uncertainty, but for now there is a good case that the fed should be easing policy. the idea that policy should be less restrictive when the labor market is slowing and patient is coming out to target makes a lot of sense. jonathan: it is a question asked at the start of this week, why wait? we will ask the question next. you are watching bloomber
the potential risk hitting shares of asml, even as they posted sales that estimates. a 2022 high for the sportswear maker raising annual profi markets, -- profit , adidas soaring away with the new announcement of their products plus a shrinking stockpile of issues, which they stopped making after cutting ties with kanye west. cathie wood is making a bold call on tesla, saying that the companies move into the autonomous taxi business will be a catalyst for a tenfold increase in the share price....
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shares in equipment provider asml, nvidia and and arm were all down.
shares in equipment provider asml, nvidia and and arm were all down.
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Jul 31, 2024
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. >>> shares of asml jumping in early trading. take a look at this if you could.euters reporting that the company could receive an exemption from expanded export. the netherlands headquarters making machines to manufacture some of the world's most adv advanced. they would be restricted by a u.s. rule that restricts imports. as a result, that stock on the back of that news. if you're worried about china getting ahead, i'm not sure why this would be allowed. >>> meantime shares also rising, i should mention, on the back of that same report. >>> when we come back, a lot more here in paris. it is decision day for the fed. we're going to talk about what investors want to hear from jay powell next. and then later this hour, sports and media colliding to make one huge business story and we're going to talk to the man in the middle of it all, casey wassermann and his olympic plans to make 2028 in los angeles a massive success. stay tuned. you're watching "squawk box," and this is cnbc. (man 2) i have people i can count on. (grandma) and a million stories to share. (vo) th
. >>> shares of asml jumping in early trading. take a look at this if you could.euters reporting that the company could receive an exemption from expanded export. the netherlands headquarters making machines to manufacture some of the world's most adv advanced. they would be restricted by a u.s. rule that restricts imports. as a result, that stock on the back of that news. if you're worried about china getting ahead, i'm not sure why this would be allowed. >>> meantime shares...
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Jul 31, 2024
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loiters, citing the rule that it would exempt cuts from key allies like netherlands and firms like asmlthat's a big factor why we're seeing big markets today. the earnings were up today. deu deutsche lufthansa is pretty much flat. hsbc pointing a profit. the bank also announced a share buyback program of up to $3 billion. again, shares, asia listing up by 4.6%. >> the economy's going through a transition from one economic growth model to a new economic growth model. the world of supply chains and changes as well, post-covid and for some of the geopolitical challenges that exist in the world, but we're a long-term investor in china. we remain committed to mainland china. we believe in a longtime opportunity and growth opportunity. we're recent le conf-- reasonab confident. >> the co-owner said they would remain equitable at two levels. >> the franchises that we have across the world, they're great franchises to start with. great franchises. we have by far the leading bank in mexico. we do have an amazing banking industry in spain, peru, count countries, and america. we have great countri
loiters, citing the rule that it would exempt cuts from key allies like netherlands and firms like asmlthat's a big factor why we're seeing big markets today. the earnings were up today. deu deutsche lufthansa is pretty much flat. hsbc pointing a profit. the bank also announced a share buyback program of up to $3 billion. again, shares, asia listing up by 4.6%. >> the economy's going through a transition from one economic growth model to a new economic growth model. the world of supply...
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Jul 23, 2024
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samsung, tsmc and asml. the latter two are very key companies in the a.i. chip segment.e have seen bookings for the company like tsmc which is raising its forecast for the year. we see from the supplier of the a.i. structure side to be strong. that should bode well for the players in this segment for the rest of the year. >> yang, it is interesting how the market is looking at a.i. players. you've got the infrastructure players which have done well and the cloud application layer with microsoft and google, et cetera. what about tesla? this is such an interesting stock which has those focused on this as an autos business with uncreaskr increased competition from w china. those feel this company is the future of autonomy and future of robotics and a.i. on that debate, where you do you sit? >> i think the opposite views are equally strong and convincing. tesla is facing a very strong headwind from the macro side. the easy pickings of early adopt after ers of evs has been had already. on the other hand, you know, we are talking about self-driving process has been slow, to be
samsung, tsmc and asml. the latter two are very key companies in the a.i. chip segment.e have seen bookings for the company like tsmc which is raising its forecast for the year. we see from the supplier of the a.i. structure side to be strong. that should bode well for the players in this segment for the rest of the year. >> yang, it is interesting how the market is looking at a.i. players. you've got the infrastructure players which have done well and the cloud application layer with...
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Jul 12, 2024
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asml and full earnings from taiwan semi. those two names out next week.eema, thank you so much. mike, two minutes to go here. we're going to fight it out for 40k on the table to the close. >> yeah, right. i think we closed above it. we sort of went above it in may. i'm not sure we actually held it into the close. yeah, i mean, obviously we'll see if this is anything more than just a little bit of an exhausted buyers' market at this point. right now i think one of the things i'm seeing and the confusing signal is it just doesn't feel like the beginning of something. when we talk about, you know, now we have a clear path to see the fed's first rate cut. now we're getting greater confidence that the soft landing equation is in place, sure, maybe that's an excuse to go rescue some of those stocks that have been left behind, but on a market wide basis it doesn't feel as if we need to burn off a lot of skepticism that's already built up along the way here. so these signals that we got yesterday, massive reversals to the up side. the kind of momentum move in sma
asml and full earnings from taiwan semi. those two names out next week.eema, thank you so much. mike, two minutes to go here. we're going to fight it out for 40k on the table to the close. >> yeah, right. i think we closed above it. we sort of went above it in may. i'm not sure we actually held it into the close. yeah, i mean, obviously we'll see if this is anything more than just a little bit of an exhausted buyers' market at this point. right now i think one of the things i'm seeing and...
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Jul 25, 2024
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check out the declines across amd, asml, qualcomm, taiwan semi, upwards of 20% for amd. it doesn't stop there. it's not in the smh, but down 21% in the past two weeks. lamb, nvidia, broadcom also down between 12% and 18%. we'll get more of todd's biggest movers when we come back. >>> welcome back to "the exchange." markets are positive. the russell is not here, it's the leader, the dow is up 429 points, somewhat of a rebound from yesterday, but the nasdaq only up half a percent. here are some of the names hitting new multiyear lows today. lulu lemon, it's been a struggle for this one, down 9%. las vegas sands, down half a percent. lamb weston, after that horrendous day yesterday, down another 2.5% today. again, the french fry restaurant trade not going so well right now. wynn resorts up fractionally, nooik, nike, as well. raytheon hitting an all-time high today, up 10%. and let's get a check on the ipo of the day. lineage is one of the world's largest temperature controlled warehousing and logistics company. making its public debut top of the hour, just now shares priced
check out the declines across amd, asml, qualcomm, taiwan semi, upwards of 20% for amd. it doesn't stop there. it's not in the smh, but down 21% in the past two weeks. lamb, nvidia, broadcom also down between 12% and 18%. we'll get more of todd's biggest movers when we come back. >>> welcome back to "the exchange." markets are positive. the russell is not here, it's the leader, the dow is up 429 points, somewhat of a rebound from yesterday, but the nasdaq only up half a...
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Jul 22, 2024
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at the top of the list is asml. the chipmaker up 2.5% and followed by nvidia.1.5%. we are watching the russell 2000 small-cap futures after closing out a three-day losing streak on friday. they are fractionally higher. we will talk more about the small caps later in the show. we are checking the bond market as we await pce on friday. >>> that's the morning money set up. we turn back to the breaking news. after weeks of party pressure, president biden says he will not seek re-election, ending his 2024 presidential campaign. he is endorsing vice president kamala harris to be the democratic nominee. he wrote on x, i believe it is in the best interest of my party to stand down and focus on my duties as president. biden will address the country later this week. we are hearing from vice president kamala harris who has received endorsements, but it is not the official democratic nu nominee, but the only candidate to tap into the war chest. saying in part, i am honored to have the president's endorsement. reaction is pouring in from donors. actblue, an online donation
at the top of the list is asml. the chipmaker up 2.5% and followed by nvidia.1.5%. we are watching the russell 2000 small-cap futures after closing out a three-day losing streak on friday. they are fractionally higher. we will talk more about the small caps later in the show. we are checking the bond market as we await pce on friday. >>> that's the morning money set up. we turn back to the breaking news. after weeks of party pressure, president biden says he will not seek re-election,...
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Jul 17, 2024
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semiconductors lower on the day, led by asml holdings. european equipment maker for chips, as the biden administration is looking for more export controls on some of those chaip making companies. these names falling down 7%, 8%. even nvidia is down over 6%. keep an eye on chips, very big move. back over to you. >> thank you very much. >>> for more, let's aturn to aemon with former president trump's comments and how the biden administration is responding. >> reporter: that's right. you heard dom talk about the biden administration potentially tightening up export controls around chips to china. that's one thing weighing on the market this morning. the other is that interview that former president donald trump did with bloomberg business week, which dropped yesterday. that's still moving markets today. particularly the former president's comments about taiwan and whether or not the united states would come to the rescue of taiwan if china invaded. here's the comment that has everybody focused right now. >> so trump there very skeptical of u
semiconductors lower on the day, led by asml holdings. european equipment maker for chips, as the biden administration is looking for more export controls on some of those chaip making companies. these names falling down 7%, 8%. even nvidia is down over 6%. keep an eye on chips, very big move. back over to you. >> thank you very much. >>> for more, let's aturn to aemon with former president trump's comments and how the biden administration is responding. >> reporter: that's...
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Jul 26, 2024
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asml up 3.5%. followed by baker huhughes up 3. and advanced micro up 2.75%.t today, including the pce. much more on that. the yield at 4.24. rising in recent days, but still down 20 basis points from where we started the quarter. >>> we turn attention to the materials sector. it is lagging so far up 5% making it the third weakest from the sectors in 2024. dom chu has more with opportunities. he is here with this month's "sectornomics." >> materials have been a sector that has been not focused on with the weighting, but we have people specializing in the materials and metals. the s&p 500 has been up 14% so far this year. up 5% just for the materials sector etf. if you take a look at some of the leaders with regard to the out performing side of that particular trade. it has been international f flavors up 22%. international paper up 20%. those are the best in the sector. the laggards leading the under h performance is llg and ablemarle which is down 37%. keep an eye on the materials sector and trade. frank, back over to you. >> thank you very much, dom. >>> inv
asml up 3.5%. followed by baker huhughes up 3. and advanced micro up 2.75%.t today, including the pce. much more on that. the yield at 4.24. rising in recent days, but still down 20 basis points from where we started the quarter. >>> we turn attention to the materials sector. it is lagging so far up 5% making it the third weakest from the sectors in 2024. dom chu has more with opportunities. he is here with this month's "sectornomics." >> materials have been a sector...
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that's overshadowing asml's strong earnings report last night.anna says others to take into account is amd. intel under the ceo has emerged as a beneficiary of a more contentious taiwan-u.s. relationship. shares are high tore day as are global foundries and texas instruments. morgan stanley reports their chips don't compete with tmc's -- saying all this in front of the godfather of tech here, jon. clear li there's a lot of price action. hearing people re-evaluating the opportunity. >> i feel like scratching my chin when you call me the godfather. i feel it's an interesting dynamic because it's not like you can shut down the taiwan situation if trump says, oh, the u.s. isn't going to defend them unless they pay up, and nvidia can shift their capacity to some u.s. operation. it hasn't been stood up here. it won't be ready for four or five years. >> for their u.s. operation? the thing i'm confused about. is the issue -- if tsmc has capacity in the u.s., does that solve the issue or no? >> well, if they had capacity at the scale necessary to satisfy
that's overshadowing asml's strong earnings report last night.anna says others to take into account is amd. intel under the ceo has emerged as a beneficiary of a more contentious taiwan-u.s. relationship. shares are high tore day as are global foundries and texas instruments. morgan stanley reports their chips don't compete with tmc's -- saying all this in front of the godfather of tech here, jon. clear li there's a lot of price action. hearing people re-evaluating the opportunity. >> i...
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Jul 31, 2024
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if you look at technology, one of the better performing sectors, some reports that asml may not be subjectas onerous of restrictions as they thought, and nvidia, though, qualcomm, some of the large names seeing a big bid in the market. even the etf that tracks it is up 6.5%. that's the semiconductor side of things. that plays more into sector wise and that big rotation overall. over the last month in the s&p 500, the two best performing sectors, look at this, have been real estate and financials. more value oriented sectors. meanwhile, the worst performers, communication services and technology. that gives you an idea how the month of july played out. and that's gone into the broadening out trade. that's been the theme for july. the s&p 500 large cap etf, one month, up about 1%. not terrible. the mid-cap index etf up 6.5% and the small cap up 11%. and because it is fed day, kelly, the ten-year treasury note yield, this is where it stands right now, about 4.09. you have to go back to march 12th to find a yield this low in the ten-year. so that is the state of play for the month of july, for
if you look at technology, one of the better performing sectors, some reports that asml may not be subjectas onerous of restrictions as they thought, and nvidia, though, qualcomm, some of the large names seeing a big bid in the market. even the etf that tracks it is up 6.5%. that's the semiconductor side of things. that plays more into sector wise and that big rotation overall. over the last month in the s&p 500, the two best performing sectors, look at this, have been real estate and...
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Jul 18, 2024
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asml holdings in the news yesterday because of possible reported export restrictions in place, stilln art 2/3 of 1%. nvidia, broad come, seeing some gains. so we'll see what happens right now, because that chip stock, remember, kelly, has been seen as a leading indicator for the rest of tech and by extension the rest of the market back over to you >> dom, thank you very much. dom chu. >>> meantime, j.d. vance taking the stain at the republican national convention last night, as former president trump gets read dy to take the stage tonig. and joe biden is taking a step due to having covid and maybe a bigger stepback. eomon, you know, look, biden's predicted chances have fallen quite consider ably throughout the day. >> that seems to be kind of square on the nose, right? everything we're seeing, you see a tiered set of leaks on the democratic side, first that there were meetings between democratic leaders and joe biden. and then the content of those meetings was leaked. now you're seeing even more details about donors holding back funds from joe biden, all of that seems to suggest that
asml holdings in the news yesterday because of possible reported export restrictions in place, stilln art 2/3 of 1%. nvidia, broad come, seeing some gains. so we'll see what happens right now, because that chip stock, remember, kelly, has been seen as a leading indicator for the rest of tech and by extension the rest of the market back over to you >> dom, thank you very much. dom chu. >>> meantime, j.d. vance taking the stain at the republican national convention last night, as...
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talk to me about asml. you see as a buying tun here. end of the day, ai is a global part of the economy and sophisticated chips and fai are required to --lithography at afml and if you like nvidia and we do and semiconductor companies and we do, none can make the higher sophisticated chips $200 million liting robin lou fio machines and this is the program we started a few years ago and hopefully we'll continue to make more chips in the u.s. and become less dependent on taiwan semi and end of the day and the sky is falling and always is and eventually this market is correct and don't think this is the correction or big chip selloff or big tech selloff week or march 2000 and this is march 2000 they tell us the world is coming to an end and nasdaq will never see the highs again. that's a long time ago and nasdaq three times higher than it was then and we do think he needs to be prudent and wal-mart has always been one of the safe havens and it's a company and stock that makes money. you'll never get killed. taylor: sometimes boar asking go
talk to me about asml. you see as a buying tun here. end of the day, ai is a global part of the economy and sophisticated chips and fai are required to --lithography at afml and if you like nvidia and we do and semiconductor companies and we do, none can make the higher sophisticated chips $200 million liting robin lou fio machines and this is the program we started a few years ago and hopefully we'll continue to make more chips in the u.s. and become less dependent on taiwan semi and end of...
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Jul 19, 2024
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asml on the news of what the administration made.shed more than 1% just in the past ten trading sessions. they're the biggest laggard. still to come, afternoon. we'll follow that fast-moving story and bring you any updates and dig into silicon valley's political donations. that's next after a break. it'st keep this world turning. it's the go-tos that keep us going. the places we cheer. trust. hang out. and check in. they all choose the advanced network solutions and round the clock partnership from comcast business. powering more businesses than anyone. powering possibilities. when we're young, we're told anything is possible... ...but only a few of us go out and prove it. witness the greatness of anna hall on a connection worthy of gold: xfinity mobile. only xfinity gives you the most powerful mobile wifi network, with speeds up to a gig in millions of locations. and right now, get up to $800 off the new galaxy z flip6 and z fold6 when you trade in your current phone. get the fastest connection to paris with xfinity. ♪ ♪ >>> welcome
asml on the news of what the administration made.shed more than 1% just in the past ten trading sessions. they're the biggest laggard. still to come, afternoon. we'll follow that fast-moving story and bring you any updates and dig into silicon valley's political donations. that's next after a break. it'st keep this world turning. it's the go-tos that keep us going. the places we cheer. trust. hang out. and check in. they all choose the advanced network solutions and round the clock partnership...
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Jul 18, 2024
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micro devices down 3%, lam research, these were the high fliers and when you talk about for example, asml took a very big hit yesterday. a lot of that had to do with the biden administration possibly floating a stricter agenda when it comes to exports to china of any chip equipment, or chips. even foreign ones that use us-derived technologies, so we're not surprised that we got spooked here on this level, but what about the a.i. revolution that has been charging ahead so dramatically? >> yeah, so one of the things that we actually talk about in our mid-year outlook that came out at the beginning of july is around some of these large structural forces that are going to very much be in play, and geopolitical risk drivers, as well as this move in a.i. are two things that we do talk about and both of them are playing out and i think a.i. is something that is going to be with us and transform the way in which we transact, the way in which we do business for a very long time. we absolutely will have some pullbacks and we're seeing some of that and i think that's healthy. i don't think at the en
micro devices down 3%, lam research, these were the high fliers and when you talk about for example, asml took a very big hit yesterday. a lot of that had to do with the biden administration possibly floating a stricter agenda when it comes to exports to china of any chip equipment, or chips. even foreign ones that use us-derived technologies, so we're not surprised that we got spooked here on this level, but what about the a.i. revolution that has been charging ahead so dramatically? >>...
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Jul 16, 2024
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this as we await nvidia supplier asml to report earnings tonight.ar this year, mike. >> that one will be in the middle of the night in europe. thank you very much. >> exactly. >> all right. still ahead, your earnings setup. quarterly results from interactive brokers hitting the tape in overtime. we'll bring you a run down of what to watch ahead of those numbers. as we head to a break keeping an eye on gold. it is hitting record closing high today. now up nearly 20% this year. lots of expectations of fed rate cuts, who knows about policy flux at 2471 an ounce. "closing bell" is back after this. (vo) what does it mean to be rich? maybe rich is less about reaching a magic number... and more about discovering magic. this is remington. ...he's a member of the family, for sure. we always fed them kibble— it just seemed like the thing to do. but ...he was getting picky we heard about the farmer's dog... and it was a complete transformation. his coat was so soft, he had amazing energy. he was a completely different dog. it's a no-brainer that (remi) should
this as we await nvidia supplier asml to report earnings tonight.ar this year, mike. >> that one will be in the middle of the night in europe. thank you very much. >> exactly. >> all right. still ahead, your earnings setup. quarterly results from interactive brokers hitting the tape in overtime. we'll bring you a run down of what to watch ahead of those numbers. as we head to a break keeping an eye on gold. it is hitting record closing high today. now up nearly 20% this year....
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Jul 31, 2024
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reuters is reporting that the chip equipment makers like asml, tokyo electron, companies out of japans will be except from the tightening of chip export controls to china that begins next month. a a sml is a dutch company, the most valuable tech company in all of europe. investors right now, according to that report from reuters, breathing a sigh of relief that business can continue. stuart: okay. intel. lauren: yeah. stuart: now, they're planning serious job cuts. lauren: yeah. stuart: i want to know how many and why. lauren: bloomberg is reporting thousands. we'll get details next week, perhaps if tomorrow. that's when intel opens their books on the past quarter. revenue in their a.i. segment is expected to drop 23%, so that's your why. the turn around under the ceo, pat gelsinger, is stalled. so they're looking for ways to save money and, unfortunately, you do that with pink slips. stuart: oh, dear. now starbucks. they had not a great report, so why are they up 4%? lauren: because they maintained their guidance on the year. they didn't account cut it. they didn't cut it. ask if the
reuters is reporting that the chip equipment makers like asml, tokyo electron, companies out of japans will be except from the tightening of chip export controls to china that begins next month. a a sml is a dutch company, the most valuable tech company in all of europe. investors right now, according to that report from reuters, breathing a sigh of relief that business can continue. stuart: okay. intel. lauren: yeah. stuart: now, they're planning serious job cuts. lauren: yeah. stuart: i want...
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Jul 18, 2024
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. >> this week alone, if you l looked at asml and reaction to its earnings, i think this is the point of making. so, you know, elevator, you know, down, but it was the escalator up, and i think that sort of dynamic might be playing out a bit more as we get into earnings season. >> right there's a lot more "fast money" to come. here's what's coming up next. >>> dr horton is building up a strong foundation and helping the homeowners buck today's market trend inside the blockbuster earnings report that could shake up the housing trade, next. >>> plus, the small caps are delivering big gains, but are there already serious threats to the russell's rip-roaring rally? we'll find out just how long this wild ride higher can last you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. >> university of maryland global campus is a school for real life, one that values the successes you've already achieved. earn up to 90 undergraduate credits for relevant experience and get the support you need from your first day to graduation day and beyond. w
. >> this week alone, if you l looked at asml and reaction to its earnings, i think this is the point of making. so, you know, elevator, you know, down, but it was the escalator up, and i think that sort of dynamic might be playing out a bit more as we get into earnings season. >> right there's a lot more "fast money" to come. here's what's coming up next. >>> dr horton is building up a strong foundation and helping the homeowners buck today's market trend inside...
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Jul 17, 2024
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there have been restrictions on asml, another technology provider that provides these -- charles: which hit today, the dutch toolmaker right? >> that's what they are looking at so i think on the margin a lot of the big stuff has already been blocked. could there still be more issues a few percent here or there from the china issue? i think there could but a lot of the investment is still coming from the mega cap companies in the us. that's what's going to continue to drive the infrastructure. charles: i've got 30 seconds, i have three stocks you like, taiwan semi which has been a monster, google or alphabet, sienna is a name i've been in and out for two decades maybe longer. where is this coming from? >> it's a little bit of an under-the-radar one and they create fiberoptic technology, cabling. charles: now you're scaring the hell out of me. >> everything is a throwback, a remix but why that's important is you think about these data centers running a.i. applications. you need to network the data centers together not just the servers in the data center and i think the technology is perfe
there have been restrictions on asml, another technology provider that provides these -- charles: which hit today, the dutch toolmaker right? >> that's what they are looking at so i think on the margin a lot of the big stuff has already been blocked. could there still be more issues a few percent here or there from the china issue? i think there could but a lot of the investment is still coming from the mega cap companies in the us. that's what's going to continue to drive the...
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Jul 18, 2024
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asml, nvidia up, broadcom up and etf up 1.25% as well. from tech to financials.nalysts at wells fargo presented positive commentary on the big stocks thinking it's an inflection point to see better revenue and improvements to operating leverage over a multiyear cycle. top pick is citi group, they call their dominant number one pick alongside bank of america and jpmorgan chase. keep an eye on those stocks. seeing fractional gains and losses. those and other top analyst calls head to cnbc.com for detail and analysis there. cap off with big earnings story. big drop in dominoes currently down almost 12%. pizza chain reporting better than expected profits in-line with estimates. sales growth, same-store sales below estimates as consumer deal with higher inflation. joe, domino's down 12%. i know. i remember in the past you're a fan of the pizza. just wanted to put that out there for you. >> i like the brooklyn crust. >> new york style. had it. my kids like it. >> it's good. not quite at thick. j.t. is in the lead. second, scott mcneeley's son. >> yes. maverick. i saw m
asml, nvidia up, broadcom up and etf up 1.25% as well. from tech to financials.nalysts at wells fargo presented positive commentary on the big stocks thinking it's an inflection point to see better revenue and improvements to operating leverage over a multiyear cycle. top pick is citi group, they call their dominant number one pick alongside bank of america and jpmorgan chase. keep an eye on those stocks. seeing fractional gains and losses. those and other top analyst calls head to cnbc.com for...
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Jul 26, 2024
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when it comes to some of the machines to help manufacture high-end semiconductors, we have worked with asml and tokyo electron. my understanding is there may not be the progress that we anticipated earlier. so my question to you is, when and if would the united states want to apply the foreign direct product rule in order to ensure compliance with our goals. i don't know what you're -- >> i'll take that, senator. thank you. from the view of the commerce department, multilateral it is crucial. we are constantly building export control coalitions around the world on different critical emerging technologies like semiconductors. the dutch and the japanese, as you alluded to, they imposed their controls on semiconductor manufacturing tools. they are comparable to ours, what we picked up last october in our amended controls, and that is a critical part of our work, ensuring that our allies understood the threat, that they understand what it means if we don't have controls in place. that is a fundamental thing. get peoples attention to secure the cooperation, can you speak to that? >> we have incr
when it comes to some of the machines to help manufacture high-end semiconductors, we have worked with asml and tokyo electron. my understanding is there may not be the progress that we anticipated earlier. so my question to you is, when and if would the united states want to apply the foreign direct product rule in order to ensure compliance with our goals. i don't know what you're -- >> i'll take that, senator. thank you. from the view of the commerce department, multilateral it is...
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Jul 31, 2024
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especially asml and electron. both have ties to china but it's bad for u.s.r kwqualcomm. one person described it as a worst case scenario that hurts u.s. competitiveness and u.s. national security interest and limits the impact of the rule in slowing china's progress in advanced advanced chip manufacturing, so a lot in flux as the u.s. works to balance the issues of national security and competitiveness with working with their allies. back to you. >> it's surprising that it went this way, isn't it, megan? because the thinking was that the u.s. chip makers lobbied so hard to include the foreign chip makers as well because it makes their life difficult. not to mention it gets the semiconductors in the hands of the chinese. why are they going the other way? >> absolutely. you have to imagine this move is a boone to the allies. it's some sort of a step to make sure they're happy at the expense of the companies. again i would say we might see this shift a little bit because clearly we've seen a lot of disagreement internally and that's why you're seeing the leaks
especially asml and electron. both have ties to china but it's bad for u.s.r kwqualcomm. one person described it as a worst case scenario that hurts u.s. competitiveness and u.s. national security interest and limits the impact of the rule in slowing china's progress in advanced advanced chip manufacturing, so a lot in flux as the u.s. works to balance the issues of national security and competitiveness with working with their allies. back to you. >> it's surprising that it went this way,...
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Jul 19, 2024
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those two positive earnings reports from asml and taiwan semiconductor failing to provide a lift to thetocks. that was a telltale sign. wedbush writes the trump is not big on the thesis. nvidia's price target is $120. it follows a report last night that openai is in talks with broadcom to develop a new a.i. processor. some analysts, though, finding opportunity in this rec. morgan stanley upgrading arm holdings from $190 to $107. shares are up 2.5% right now. next week we'll hear from nxpi, texas instruments, among other semiconductor stocks. carl? >> seema, yes, thank you very much. next week is going to be very busy, whether that's southwest or the airlines or 3m or gm and some others. a number of eshings movers on the move today. netflix, travelers, axp, we talked about earlier, which was not responding well to numbers. actually, adding to some losses here this morning, sara. >> yeah, we're down 4.25%. didn't express a ton of concern when it came to spending at american express but analysts on the -- we're expecting more on the revenue guidance, even though they did take up the profit
those two positive earnings reports from asml and taiwan semiconductor failing to provide a lift to thetocks. that was a telltale sign. wedbush writes the trump is not big on the thesis. nvidia's price target is $120. it follows a report last night that openai is in talks with broadcom to develop a new a.i. processor. some analysts, though, finding opportunity in this rec. morgan stanley upgrading arm holdings from $190 to $107. shares are up 2.5% right now. next week we'll hear from nxpi,...
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Jul 17, 2024
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asml is town at this point. taiwan semi, shedding 2% and nvidia almost 4% pre-market. biden administration is looking ago a crack down on their shipments to gchina. trump said in an interview on tuesday that taiwan should pay for the u.s. defense of its country so we are watching chip stock broadly lower. spiller airlines is down this morning and shares falling about 6.5%. the carrier said it will post a wider than expected loss the last quarter due to revenue that came in lower than expectations. they shared nonticket revenues were several dollars lower per passenger than expected and reason we are seeing them down 6.5%. cap it off with gamestop. all down about -- up maybe 1.5% and on track for eight consecutive winning day and notoriously volatile stock is up 65% so far this year and gains fueled by kitty returning to social media after a three-year hiatus. for the month of july you're seeing right here, those moves in the stock have added roughly $3 billion to its market cap in just july alone so we will keep an eye on gamestop. >> don't you think tiger could still
asml is town at this point. taiwan semi, shedding 2% and nvidia almost 4% pre-market. biden administration is looking ago a crack down on their shipments to gchina. trump said in an interview on tuesday that taiwan should pay for the u.s. defense of its country so we are watching chip stock broadly lower. spiller airlines is down this morning and shares falling about 6.5%. the carrier said it will post a wider than expected loss the last quarter due to revenue that came in lower than...