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11min chapter
BI Weekend: ASML Orders, US Bank Earnings
Bloomberg Intelligence
ASML's Market Dynamics and Clean Energy Trends
This chapter examines the recent challenges faced by ASML amidst falling shares and weakened order reports, particularly in relation to AI chip demand and geopolitical factors. It also highlights the growing trend of corporations, including heavy polluters, entering into clean energy purchase agreements, emphasizing the transition towards sustainable energy sources. The discussion covers the implications of these developments for the semiconductor industry and the broader tech landscape, exploring the interplay between capital expenditures and market demands.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode