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Reminder: The Chip Biz is Cyclical

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Manage episode 413051890 series 3329
Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Why ASML’s earnings show a slowdown in investment in chip manufacturing.

- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.

- What to watch from enterprise software companies as they report later in earnings season.

(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?

Companies discussed: ASML, UAL, BA

Host: Dylan Lewis

Guests: Tim Beyers, Deidre Woollard, Steven Jacobs

Engineers: Dan Boyd

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  continue reading

1516 episod

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Reminder: The Chip Biz is Cyclical

Motley Fool Money

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Manage episode 413051890 series 3329
Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Why ASML’s earnings show a slowdown in investment in chip manufacturing.

- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.

- What to watch from enterprise software companies as they report later in earnings season.

(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?

Companies discussed: ASML, UAL, BA

Host: Dylan Lewis

Guests: Tim Beyers, Deidre Woollard, Steven Jacobs

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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