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Aug 30, 2024
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john it relies on asml's systems to advance its chipmaking technology, so for asml definitely it will on sales, and these new curbs under the same constraints as u.s. peers. joumanna: it makes sense. thank you so much for that report. now to some of the of the other stories making news. bloomberg has loomed -- learned brookfield's and talk with firms to join it's a bit to acquire a spanish blood pharma company. the abu dhabi sovereign wealth fund and a singapore counterpart are amongst the investors brookfield has held discussions with over a potential partnership. no agreement has been to reach any of the funds. i still unit ceo will leave the company along with several supervisory board members and other top managers following a dispute of their troubled future. the move comes after a weeks long tussle between executives and worker representatives over efforts to lower steelmaking capacity to restructure the business. bloomberg is being told samsung is amongst shooters interested in nokia's mobile assets. nokia has considered several scenarios including selling some or all of the di
john it relies on asml's systems to advance its chipmaking technology, so for asml definitely it will on sales, and these new curbs under the same constraints as u.s. peers. joumanna: it makes sense. thank you so much for that report. now to some of the of the other stories making news. bloomberg has loomed -- learned brookfield's and talk with firms to join it's a bit to acquire a spanish blood pharma company. the abu dhabi sovereign wealth fund and a singapore counterpart are amongst the...
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Aug 16, 2024
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asml is very specific, the lasers that are burning the holes to make the patents on the chips. applied materials are putting the materials on the silicon wafer's. ed: thank you very much. globally, japan is applying foreign trade regulations to chip equipment as part of its effort to secure stable supply chains, the ministry of finance said today. foreign investors are now required to give prior notice when conducting direct investment in equipment tied to chipmaking, in an effort to address the risk of key technology leaks. caroline: so much going on with chips. they are weighing on the overall benchmarks today because of that applied materials number. taking a look at the technology market, janet mui is with us. we have had an extraordinary few weeks. what are you making of a euphoria reality, what it means for the tech benchmarks right now? janet: good morning. thanks for having me. one thing is the valuations of these mega caps stocks, ai-exposed stocks have come down. that is good news for investors who are not invested yet. they can get in with a better valuation into com
asml is very specific, the lasers that are burning the holes to make the patents on the chips. applied materials are putting the materials on the silicon wafer's. ed: thank you very much. globally, japan is applying foreign trade regulations to chip equipment as part of its effort to secure stable supply chains, the ministry of finance said today. foreign investors are now required to give prior notice when conducting direct investment in equipment tied to chipmaking, in an effort to address...
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Aug 2, 2024
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asml down by more than 6%. on top of that, we also heard from arm yesterday.heir shares also tumbled after they put forward a downbeat revenue forecast. this is the picture at this stage in europe, dom, and clearly red across the board. >> silvia amaro, thank you very much for the update from europe. moving to asia and stocks in japan closing their worst day in years. jp ong, what can you tell us? >> reporter: dom, it wasn't a pretty friday for asian stocks. you mentioned japan. i'll get to that in a bit. no one in asia a fan of the possible slowdown after the jobless claims and weak ism manufacture numbers stateside. nobody a fan of the headwinds from the decision of intel to cut jobs. we have nvidia possibly facing the anti-trust probes and apple iphone sales falling in china and cutting stocks for these companies. it really drove the selloff from tokyo to t'aipei. i want to go to the japanese stocks. one of the worst selloffs in years with the nikkei 225 plunging more than 5%. it is also down to the yen and its possible strength. we know the yen strength we
asml down by more than 6%. on top of that, we also heard from arm yesterday.heir shares also tumbled after they put forward a downbeat revenue forecast. this is the picture at this stage in europe, dom, and clearly red across the board. >> silvia amaro, thank you very much for the update from europe. moving to asia and stocks in japan closing their worst day in years. jp ong, what can you tell us? >> reporter: dom, it wasn't a pretty friday for asian stocks. you mentioned japan....
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Aug 30, 2024
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bloomberg has learned that the netherlands plans to limit asml's ability to repair and maintain semionductor equipment for chinese customers. sources say the dutch government will probably not renew some licenses to service and provide spare parts in china that expire at year end. withdrawing maintenance support could render chipmaking equipment inoperable as soon as next year. nippon steel says the japanese government needs to impose an antidumping tariff on chinese exports to protect the domestic industry. nippon says the firm is lobbing the government on this issue alongside other steelmakers. it says others including the u.s., europe, and south korea have already done so, leaving japan vulnerable if it does not follow. we have plenty more ahead. this is bloomberg. ♪ if your business needs a new application, then developers will have to write code. a lot of code. if an application needs to be modernized, then you'll need time, resources... and caffeine. if this sounds daunting, then use watsonx code assistant. built with ibm's granite code model, it's ai designed to generate code
bloomberg has learned that the netherlands plans to limit asml's ability to repair and maintain semionductor equipment for chinese customers. sources say the dutch government will probably not renew some licenses to service and provide spare parts in china that expire at year end. withdrawing maintenance support could render chipmaking equipment inoperable as soon as next year. nippon steel says the japanese government needs to impose an antidumping tariff on chinese exports to protect the...
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Aug 19, 2024
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you know, if you want the advanced, you have to have the asml equipment. now, the hyperscalers and the demand is so much of the issue, and that doesn't necessarily have to do with the equipment. questions about to what degree that is -- >> exactly. interesting play either way. >>> coming up, crude reality. oil prices down 7% in the past week. we'll find out why when "power lunch" returns. ameritrade is now part of schwab. bringing you an elevated experience, tailor-made for trader minds. ♪♪ go deeper with thinkorswim: our award-wining trading platforms ♪♪ unlock support from the schwab trade desk— our team of passionate traders who live and breathe trading. ♪♪ and sharpen your skills with an immersive online education crafted just for traders. ♪♪ all so you can trade brilliantly. ♪♪ dave's company just scored all so you can trade the comcast business 5-year price lock guarantee. high five! high five! -i'm in a call... it's 5 years of reliable, gig speed internet... five years of advanced security... five years of a great rate that won't change. yep, dave's
you know, if you want the advanced, you have to have the asml equipment. now, the hyperscalers and the demand is so much of the issue, and that doesn't necessarily have to do with the equipment. questions about to what degree that is -- >> exactly. interesting play either way. >>> coming up, crude reality. oil prices down 7% in the past week. we'll find out why when "power lunch" returns. ameritrade is now part of schwab. bringing you an elevated experience, tailor-made...
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Aug 28, 2024
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asml in europe talking about how to navigate controls.does the broader sector look like given those headwinds? robert: yeah, no, again, great question. geopolitics is driving within the sector. not just taiwan but also increasing economic competition in technology between the u.s., europe and china. so tied into ai, the major driver of this tension. so that's forcing china to double up on efforts to become sustainable in manufacturing and ai and the impact on nvidia is china is a supporter of their business that has been shrinking and export plans are not helping. it is not a prime driver of revenue, but a potential headwind that is likely to grow, chiner doubles down on its sustainability objectives. pretty -- critique -- kriti: jake sullivan on what is happening. we thank you for the analysis. even more plus an interview with jensen long coming up at 11:30 p.m. u.k. time, full analysis and immediate reaction after we got those numbers. we will go to big banking, the incoming chief executive is considering plans to remove middle-manageme
asml in europe talking about how to navigate controls.does the broader sector look like given those headwinds? robert: yeah, no, again, great question. geopolitics is driving within the sector. not just taiwan but also increasing economic competition in technology between the u.s., europe and china. so tied into ai, the major driver of this tension. so that's forcing china to double up on efforts to become sustainable in manufacturing and ai and the impact on nvidia is china is a supporter of...
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Aug 16, 2024
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., for example, and in europe, such as asml lose a bit of ground, they recover immediately.he third thing we are focusing, of course, is trying te geopolin the markets from the equity and commodity perspective? >> of course, this is something you can't monitor. this is something you can't put in your model. this is why we have that defe defensives. of course, on the one side, you have the demand and the demand, for example, for energy because growth in china is in disarray. on the other side, everything that is happening around ukraine and, of course, in the middle east, will push the price higher. this is why we will think it will be as volatile on the oil market and that we will stay in that range of the $80 a barrel for the wti. >> fascinating to watch. john, i appreciate your analysis. thanks for your time. senior uninvestment specialist the markets and what's to come. >> the limit to legal claims after allegations of the round-up weed killer causes cancer. this after the federal law shields the german company from a federal lawsuit. >>> citing a lawyer for the plaintiff
., for example, and in europe, such as asml lose a bit of ground, they recover immediately.he third thing we are focusing, of course, is trying te geopolin the markets from the equity and commodity perspective? >> of course, this is something you can't monitor. this is something you can't put in your model. this is why we have that defe defensives. of course, on the one side, you have the demand and the demand, for example, for energy because growth in china is in disarray. on the other...
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lauren: up by 3 -- up 2.5% now on semi and up over 3% even asml. stuart: barrick gold.own sharply down 4% and copper at 4.5 month low and that stock is down 3% and the oil companies is down. there's demand globally weakening. stuart: inflation will moderate at some point in the future. stuart: we're joined on the phone. heather, i'm see ago little stability returning to the nasdaq. i know it's down 400. but it was down 800 and now down 473. do you think there's some dip buyers beginning to jump in? >> oh, wait, i can't buy on the dip. at this point, the fact the nasdaq is down 2.5% here, the point is you don't sell on a down day. even if there are further decline and i think there will be missing update and you don't get back in. stuart: there's a lot of talk about emergency rate cut from the federal reserve. stuart: rate cut and good for wall street and is that good or bad? >> the fed should step in and emergency meeting and rate cut and i love steve moore and he was just on calling for a rate cut, but it is not the fed's job to prop up the markets. innation is still o
lauren: up by 3 -- up 2.5% now on semi and up over 3% even asml. stuart: barrick gold.own sharply down 4% and copper at 4.5 month low and that stock is down 3% and the oil companies is down. there's demand globally weakening. stuart: inflation will moderate at some point in the future. stuart: we're joined on the phone. heather, i'm see ago little stability returning to the nasdaq. i know it's down 400. but it was down 800 and now down 473. do you think there's some dip buyers beginning to jump...
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Aug 1, 2024
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yesterday, we heard how the likes of asml and tokyo electron could be exempt. now we are hearing that micron, sk hynix, samsung electronics could be in the cross hairs, but if you look at market reaction, they seem to be very more voting to the macro side of things as they tech stocks are doing pretty well. it is against the backdrop of what we got from the federal reserve. tokyo electron, a bit of it is the profit taking but also consider how the strength in the japanese currency is playing out on japanese stocks. paul: you mentioned that yen strength. how about the other asian currencies -- what are we seeing their? avril: specifically for the ones in south east asia, traders expect further upside. it is not just about the federal reserve. it is also because of how the yuan and yen have been climbing. this chart shows you the one-month risk reversals first out this -- south east asia fx. it is at a five-month hi, and this tells you there is a premium for being hedged -- that is to the upside. they are expecting more gains in some of these currencies. all this
yesterday, we heard how the likes of asml and tokyo electron could be exempt. now we are hearing that micron, sk hynix, samsung electronics could be in the cross hairs, but if you look at market reaction, they seem to be very more voting to the macro side of things as they tech stocks are doing pretty well. it is against the backdrop of what we got from the federal reserve. tokyo electron, a bit of it is the profit taking but also consider how the strength in the japanese currency is playing...
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Aug 29, 2024
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the netherlands planning to restrict asml's ability to repair and maintain its semiconductor equipmentding to sources. the decision coming after pressure from the u.s.. the dutch government would not rely -- renew licenses for lithography machines. huawei's revenue grew for the sixth straight quarter after smartphones gained market share in china at apple's expense. it and other local players built out apple, which dropped to sixth place among handset makers in china. caroline: coming up, more of our exclusive conversation with nvidia ceo jensen huang. shares under pressure. they continue to focus on the blackwell confidence or lack thereof. we will have more on "bloomberg technology." ♪ thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh does it connect with acc...? ahhhhhh ahhhhhh ahhhhhh food isn't just fuel to live. it's fuel to grow. my family relied on public assistance to help provide meals for
the netherlands planning to restrict asml's ability to repair and maintain its semiconductor equipmentding to sources. the decision coming after pressure from the u.s.. the dutch government would not rely -- renew licenses for lithography machines. huawei's revenue grew for the sixth straight quarter after smartphones gained market share in china at apple's expense. it and other local players built out apple, which dropped to sixth place among handset makers in china. caroline: coming up, more...
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Aug 2, 2024
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asml also down by more than 6%.hen you think about the chip sector here in europe, arm also provided us with down beat revenue forecast yesterday. the shares also tumbled. one of the questions i have one one of our guest is this morning is what is next for the sector? is this pain here to stay? ultimately, what is the outlook as well? some of these names have been fueling a rally this year. i also want to take you to u.s. futures because it was a very interesting session stateside yesterday. to give you an idea, the major indices were down on thursday. the russell 2k posted its worst day since mid-february as well. at this stage, as you see on your screen, we are on track to see a negative start to the trading session on wall street and, of course, today we will get new non-farm payrolls figures as well. will that continue this concern around the u.s. economy? we shall find out. of course, it is an important moment to understand what is the outlook for the u.s. economy. are we seeing potentially a recession in the n
asml also down by more than 6%.hen you think about the chip sector here in europe, arm also provided us with down beat revenue forecast yesterday. the shares also tumbled. one of the questions i have one one of our guest is this morning is what is next for the sector? is this pain here to stay? ultimately, what is the outlook as well? some of these names have been fueling a rally this year. i also want to take you to u.s. futures because it was a very interesting session stateside yesterday. to...
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Aug 14, 2024
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norway's sovereign wealth fund has trimmed its stakes in meta-, novo nordisk and asml in the first half world's biggest a sovereign fund added shares in his three biggest energy holdings, interestingly, exxon mobil, of course, shall, and bp. apple, microsoft, and nvidia were its three biggest holdings. we will speak to the ceo at 11:30 a.m. u.k. time. always really fascinating in terms of investor sentiment. the u.s. justice department is said to be considering a rare bid to break up alphabet's google after a court ruling found the tech giant monopolized the online search markets. annabelle droulers joins me for more details on what is a bloomberg's group. this would be momentous, if it happens. we know they are now considering it. what details do we have from our sources on the ground tracking this story? annabelle: this has been one of the most read stories on the date. essentially, it follows that ruling last week where a u.s. judge said alphabet essentially had illegally monopolized the internet search market, so that was sort of the underlying liability ruling. now we are moving to
norway's sovereign wealth fund has trimmed its stakes in meta-, novo nordisk and asml in the first half world's biggest a sovereign fund added shares in his three biggest energy holdings, interestingly, exxon mobil, of course, shall, and bp. apple, microsoft, and nvidia were its three biggest holdings. we will speak to the ceo at 11:30 a.m. u.k. time. always really fascinating in terms of investor sentiment. the u.s. justice department is said to be considering a rare bid to break up alphabet's...
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Aug 5, 2024
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asml is down almost 2%. as investors continue to think about what the potential u.s.ecession could mean for some of these names as well. we know generally speaking a u.s. recession or recession overall is not good news for tech names and some of the chip names, too. i also want to take you to the banking sector because it is an important one when you look at the possibility of a recession, too, because it does put pressure on the balance sheets of banks as well. at this stage, looking at the european names, we have deutsche bank down 4%. in france, it is down 4%. all in all, we are seeing red among the names. ubs is down 3.7%. ubs reporting next week. we will bring you those numbers as well. when it comes to oil and gas, it is one of the sectors under pressure this morning. looking at some of the names at this stage in the session, we have bp down by 3%. more pronounced moves by shell down 3.5. when it comes to the trading in spain, down 3.5% as well. as i mentioned earlier in the show, it is not just about the considerations of the u.s. recession, too, this morning,
asml is down almost 2%. as investors continue to think about what the potential u.s.ecession could mean for some of these names as well. we know generally speaking a u.s. recession or recession overall is not good news for tech names and some of the chip names, too. i also want to take you to the banking sector because it is an important one when you look at the possibility of a recession, too, because it does put pressure on the balance sheets of banks as well. at this stage, looking at the...
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Aug 1, 2024
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the bottom, there are four glasses with research and materials and asml.hey are the companies that make the machines that make the chips. they support the entire industry. intel, samsung and tsmc and et cetera. above that, hardware companies and networking and software companies. on top, enormous layer of thousands of champagne glasses. those are the disruptors. everybody spends time running around the disruptors trying to think about what to invest. whatever disruption, it will use technology, the middle players. whatever technology it uses, will use the semiconductors. it will be made or produced by the companies on the bottom. there is no way out of the bottom of the pyramid. all of the exciting disruptors means all of the champagne glasses are broken. we focus on the ones at the bottom. they have a high certainty they will benefit from what comes next. we don't care what the next disruption is because they will use the disruptors. that makes technology easier. >> william, thank you so much for running us through that analogy. it makes a lot of sense. i
the bottom, there are four glasses with research and materials and asml.hey are the companies that make the machines that make the chips. they support the entire industry. intel, samsung and tsmc and et cetera. above that, hardware companies and networking and software companies. on top, enormous layer of thousands of champagne glasses. those are the disruptors. everybody spends time running around the disruptors trying to think about what to invest. whatever disruption, it will use technology,...
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asml holdings way down, 9%. lauren: the worst day for the dow9 and the s&p 500 since way back, november of 2022. the broader markets' worst day since 203232, two years ago. stuart: the chipmakers have been all over the place recently. today they're down almost across the board. amk, the one winner, up 2%. nvidia's down 3%. intel is down 27% lower. the 2-year treasury, please. yields are falling rapidly. we're down to 3.91% on the 22-year treasury. 2 2-year. adam, nobody seems to be buying the dip yet. >> well, today is friday, and it's kind of tough to buy into a black hole and say, hmm, what could happen over the weekend. let's get through this, and we'll come in monday morin -- morning after we've thought things. stuart: watching the news, you don't mow what's going to happen this weekend. >> no, you don't. stuart: the news travels thick and fast all the a i'm to. who knows what's going to the happen? >> what i heard this morning from two different clients is sort of emblematic of what's happened around the wo
asml holdings way down, 9%. lauren: the worst day for the dow9 and the s&p 500 since way back, november of 2022. the broader markets' worst day since 203232, two years ago. stuart: the chipmakers have been all over the place recently. today they're down almost across the board. amk, the one winner, up 2%. nvidia's down 3%. intel is down 27% lower. the 2-year treasury, please. yields are falling rapidly. we're down to 3.91% on the 22-year treasury. 2 2-year. adam, nobody seems to be buying...
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atlassian, amazon, asml holdings down 7%. >>> wow.ric prisoner swap with happening under biden's watch. trump says he could have done it better. here's biden's reaction to that. >> reporter: trump has said that he could have gotten the hostages out without giving anything in exchange. >> why can't he do it when he was president? if. stuart: victoria coates to weigh in on that. >>> j.d. vance taking the border crisis head on with some ideas on 40 thousand nix it. roll it. >>s this is not rocket science. it is not hard to secure the southern border. you've got to reimplement remain in mexico. you've got to stop catch and release. stuart: all right. is it that simple? art del cueto was with vance in arizona. he's going to join us. >>> democrats split on how they want kamala harris to handle crypto. trump's all in. which candidate is better for cryptos? kevin o'leary is here on that. ♪ ♪ california girls, we're unforgettable. ♪ daisy dukes, bikinis on top. ♪ sun-kissed skin so hot we'll melt your popsicle ♪ at the tunnel to towers we made
atlassian, amazon, asml holdings down 7%. >>> wow.ric prisoner swap with happening under biden's watch. trump says he could have done it better. here's biden's reaction to that. >> reporter: trump has said that he could have gotten the hostages out without giving anything in exchange. >> why can't he do it when he was president? if. stuart: victoria coates to weigh in on that. >>> j.d. vance taking the border crisis head on with some ideas on 40 thousand nix it....
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Aug 15, 2024
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all right, asml, another stock pick of yours. it's up 22.5% today -- 2.5% today. where's it going?h company, stuart, that has a near monopoly on chip-making equipment in their sector. and they had another big pullback when we had the big tech crunch here just over the last few weeks. i think they have a lot more upside, back into four digits. they're up around the high 800s right now, i think we could see them back testing that $1100 high next year. stuart: are you all in with stocks right now? >> i think it's the time to be the all in. i heard adam say that earlier. yes, indeed, stuart, i am thinking that that is where everyone needs to be right now. that's where monies are going to flow, and we have to be able to ride out these little ups and downs and not get too worried about a hem especially into the election -- about a them especially into the election. i think we're going to be a little bouncy, but i do think we're going up. stuart: you think that the market prefers a trump win to a harris win? >> it's tough to say from a purely objective level, stuart, but i think every tim
all right, asml, another stock pick of yours. it's up 22.5% today -- 2.5% today. where's it going?h company, stuart, that has a near monopoly on chip-making equipment in their sector. and they had another big pullback when we had the big tech crunch here just over the last few weeks. i think they have a lot more upside, back into four digits. they're up around the high 800s right now, i think we could see them back testing that $1100 high next year. stuart: are you all in with stocks right now?...
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charles: and i notice that asml is on your list.th the biden administration trying to stop certain sales of certain chips into china. they paid a heavy price for that but there are some hints maybe that the administration will pull back on that some? >> yeah. we also think that the recent market weakness has created an enhanced opportunity for this kind of a company. it is the world's only supplier of euv or extreme ultraviolet lithography systemsry are used in leading edge semimanufacturing processes, focused on a.i. applications. charles: all right. sam, very thorough stuff. always like we go to school. we should start calling you professor stovall. thank you very much, my friend. appreciate it. >> i will take it, thanks, charles. charles: guess what, folks, the sun has set on another solar company that used to be extremely hot, hot for the right reasons. it is cautionary tale they have ignored it. unfortunately taxpayers can't. my take on it right after this. ♪. when you're in the military you're really close with your brothers a
charles: and i notice that asml is on your list.th the biden administration trying to stop certain sales of certain chips into china. they paid a heavy price for that but there are some hints maybe that the administration will pull back on that some? >> yeah. we also think that the recent market weakness has created an enhanced opportunity for this kind of a company. it is the world's only supplier of euv or extreme ultraviolet lithography systemsry are used in leading edge...
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Aug 15, 2024
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taking a stake in asml and increased stake in taiwan semiconductor. a shares of caesars. how can i come on and not do a coverage of cascasinos? >> or carl. >> this goes back to july 10th and now we learned the biggest players trimmed their holdings ahead of that. how about ulta i was cauckling we were talking to oliver chen he said sephora. it is really 12 times? that's amazing. >> it got cheap. ulta got into the zone i have to confess. i'm 13f. it is noise. this is not really dis -- it is interesting. opportunistic stuff. ulta is a broken stock it gets cheap. small position for berkshire the nike one is fascinating. concentrated portfolio. >> and especially when you are looking at consumer pull back and to see this diving in. i guess ulta, the other play on this is, if you think consumers are pulling back, what is the conventional wisdom they will spend on cosmetics and lipstick. >> the lipstick indicator. >> the nike thing, too, though that's the position of pershing square took june 30th. the last day of june, the stock crashed 20% because of the e
taking a stake in asml and increased stake in taiwan semiconductor. a shares of caesars. how can i come on and not do a coverage of cascasinos? >> or carl. >> this goes back to july 10th and now we learned the biggest players trimmed their holdings ahead of that. how about ulta i was cauckling we were talking to oliver chen he said sephora. it is really 12 times? that's amazing. >> it got cheap. ulta got into the zone i have to confess. i'm 13f. it is noise. this is not really...
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Aug 29, 2024
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benevolence planning to restrict asml's ability to maintain it semi conductor equipment in china.s to develop a world-class chip industry. finally, shares of super micro computer falling in premarket falling yesterday as following yesterday's plunge. the company saying it will delay its annual financial disclosures and will need additional time to assess its internal controls. we are down another 4%. talk about red flags in the last 24 hours. lisa: especially after an activist investor went after them, saying they are not going to file their 10k's after the hannah burke report, talking about how they were overstating certain aspects of their business. not a great look and the market is responding accordingly. jonathan: we will hopefully get some answers. next up, the morning calls. lots of nvidia, plus william stein of truist, who is still bullish on that name. new york city, this is bloomberg. ♪ jonathan: one hour, and let's call it 13 minutes away from the opening bell. futures up by .2%. just a little bit of a lift on the s&p 500. let's get some morning calls for you with what
benevolence planning to restrict asml's ability to maintain it semi conductor equipment in china.s to develop a world-class chip industry. finally, shares of super micro computer falling in premarket falling yesterday as following yesterday's plunge. the company saying it will delay its annual financial disclosures and will need additional time to assess its internal controls. we are down another 4%. talk about red flags in the last 24 hours. lisa: especially after an activist investor went...
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Aug 14, 2024
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surging stock market driving the games, revealing that a trip holdings in meta-, novo nordisk, and asmlthree biggest investments at the end of june. the star of the podcast world, the ceo of biggest sovereign wealth fund, nicolai tangen joining us. i would like to start with idea of lightening up a little of the tech holdings and whether this is basically law review on the idea that leadership in equity market might normalize a little bit more away from the big tech leaders to the broader market in general. nicolai: it is difficult to say. we are in index fund, so large tech companies will automatic be some of the largest positions we have. it is interesting now that the seven is companies we have combined is 12% of the fund. the type of concentration risks we have never seen before. it is worrisome. dani: how do you think about this moment more broadly? we are waiting for cpi in the u.s., but the rest of the developed world, rate have come back in, there is the fear of recession. is this the start of a paradigm shift for the economy and the markets? nicolai: i'm not so sure that is the
surging stock market driving the games, revealing that a trip holdings in meta-, novo nordisk, and asmlthree biggest investments at the end of june. the star of the podcast world, the ceo of biggest sovereign wealth fund, nicolai tangen joining us. i would like to start with idea of lightening up a little of the tech holdings and whether this is basically law review on the idea that leadership in equity market might normalize a little bit more away from the big tech leaders to the broader...
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Aug 2, 2024
08/24
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CNBC
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you got names like asml down 6.5%. nvidia, micron and broadcom down from 1.5 to 4%.the chip stocks. now shares of apple, which are relative outperformers. the iphonemaker and apps services giant up slightly, a percent or so, after the world's biggest company by market value reported a beat on top and bottom lines. iphone revenues which made up 46% of total sales came in above expectations. but also declined maybe a percent in year over year. investors were looking for some more info on apple's forth coming artificial intelligence systems for its phones. those executives at apple largely declined to discuss the details of the rollout. on balance, you got a stock up 1% and down tape. and we'll end by checking on two earnings movers. we're talking exxonmobil up 1.5%. and chevron which is down half of 1%. exxon was initially down, now is up, and chevron is off by more than 2% at one point and getting some of it back. earnings for chevron came in below estimates due to lower marr margins on product sales. we'll get more on both of those stories, exxonmobil ceo darren wood
you got names like asml down 6.5%. nvidia, micron and broadcom down from 1.5 to 4%.the chip stocks. now shares of apple, which are relative outperformers. the iphonemaker and apps services giant up slightly, a percent or so, after the world's biggest company by market value reported a beat on top and bottom lines. iphone revenues which made up 46% of total sales came in above expectations. but also declined maybe a percent in year over year. investors were looking for some more info on apple's...