Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?
(00:42) Jason Moser and Matt Argersinger discuss:
- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.
- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.
- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.
(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance.
(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.
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Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM,
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Bob Stark
Engineers: Tim Sparks, Rick Engdahl
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