Bloomberg Intelligence

ASML Guidance Cut, US Bank Earnings

Oct 15, 2024
Guest
Oliver Crook
Guest
David Auerbach
Guest
Dan Pickering
Guest
George Ferguson
Guest
Alison Williams
Guest
Mandeep Singh
Mandeep Singh, a Senior Tech Industry Analyst, reveals ASML's lowered guidance for 2025 amidst fluctuating demand for AI chips. Alison Williams offers insights on mixed U.S. bank earnings, highlighting surprising market reactions. George Ferguson discusses Boeing's strategic plan to raise $25 billion for improving liquidity during union negotiations. Dan Pickering analyzes the energy sector's dynamics while David Auerbach shares challenges facing REITs. Oliver Crook delves into the competition Western automakers face in the Chinese EV market, urging innovation.
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Episode notes
1
Intro
00:00 • 2min
2
ASML's Market Dynamics
02:01 • 6min
3
Analyzing Mixed Bank Earnings and Market Reactions
08:29 • 2min
4
Banking Earnings Insights
10:19 • 7min
5
Boeing's Strategic Financial Maneuvering and Market Impact
17:29 • 6min
6
Dynamics in Energy and Real Estate Markets
23:02 • 18min
7
Challenges Faced by Western Automakers in the EV Market
40:33 • 3min
8
Challenges in the Chinese Auto Market
43:25 • 4min
9
Shifts in the Electric Vehicle Market and Personal Insights
47:44 • 3min