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Dan Pickering

Chief Investment Officer at Pickering Energy Partners, providing analysis of the energy sector, M&A activity, and oil prices.

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Oct 15, 2024 • 45min

ASML Guidance Cut, US Bank Earnings

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.