Stock Movers

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!
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

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.
ADVICE

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.
INSIGHT

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.
Get the Snipd Podcast app to discover more snips from this episode
Get the app