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Alonso Muñoz

Chief Investment Officer at Hamilton Capital Partners, providing insights on market trends and investment strategies.

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Oct 16, 2024 • 25min

ASML Shares Plunge as Bookings Miss Signals Chipmaker Woes

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.