Stock Movers Stellantis Rallies, ASML Up, Heineken Slows
Jul 28, 2025
European automakers are buoyed by a US-EU trade deal, sparking a relief rally in stocks. ASML sees a surge in shares after Samsung's AI chip contract for Tesla, easing trade war concerns. Meanwhile, Heineken struggles with declining beer sales amid retailer disputes, missing out on summer sales opportunities. The hosts inject some fun into market talk with football banter, blending humor with insightful analysis of these crucial market movements.
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Trade Deal Spurs Auto Rally
- The US-EU trade deal helped rally European automaker stocks by eliminating tariff uncertainty.
- However, tariffs remain above pre-Trump levels, possibly impacting long-term competitiveness.
ASML Boosted by AI Chip Demand
- ASML gains from both the US-EU trade deal and Samsung's AI chip deal with Tesla.
- Samsung's ramp-up in chip production drives demand for ASML's semiconductor equipment.
Heineken Faces Beer Sales Decline
- Heineken's beer volumes declined due to retailer disputes and weak consumer spending.
- The beer market is shrinking at a pace rarely seen before, raising concerns despite maintained guidance.