

ASML Shares Plunge as Bookings Miss Signals Chipmaker Woes
27 snips Oct 16, 2024
Alonso Muñoz, Chief Investment Officer at Hamilton Capital Partners, shares market insights while Matt Winkler, Bloomberg News Editor-in-Chief Emeritus, discusses Taiwan's semiconductor success and its global tech impact. David Finnerty, Bloomberg FX strategist, analyzes the Chinese economy and its currency amidst shifting global dynamics. They delve into ASML's disappointing bookings and the tension between AI demand and automotive declines, highlighting how these challenges shape investment strategies and the global economic landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Market Dynamics and Taiwan's Semiconductors
01:32 • 9min
Unraveling TSMC's Innovative Success
10:45 • 2min
Implications of ASML's Performance on Global Economic Dynamics
12:58 • 2min
Semiconductors and Global Economic Dynamics
15:11 • 11min
Market Insights on Gold and the Importance of Therapy
26:39 • 2min