

LVMH Surges, ASML Jumps, Stellantis Up
Oct 15, 2025
LVMH shares bounced back with surprising sales growth, signaling a recovery in luxury demand, especially in China. ASML exceeded expectations with impressive orders driven by AI advancements, while also facing risks linked to China. Stellantis unveiled ambitious plans to invest $13 billion in the U.S. over the next four years, aiming to expand its presence in a crucial market and counteract tariff challenges. It's a spirited discussion on major movements in the market!
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Luxury Demand May Be Turning
- LVMH saw sales return to growth in Q3, surprising analysts and signaling a possible easing of the luxury slowdown.
- Sales across divisions beat estimates and China-region sales rose 2%, hinting at a China pickup.
Watch Upcoming Luxury Earnings
- Monitor upcoming luxury earnings to see if LVMH's Q3 rebound becomes a sector-wide recovery signal.
- Treat today's gains cautiously until more company reports confirm sustained demand improvement.
AI Fuels Orders, China Poses A Risk
- ASML beat Q3 order expectations, driven by heavy AI-related investments boosting demand for advanced chipmaking machines.
- However, ASML warns sales to China will fall significantly in 2026 due to export restrictions, creating medium-term headwinds.