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Reminder: The Chip Biz is Cyclical

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Manage episode 413052328 series 2500334
Indhold leveret af The Motley Fool. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Motley Fool eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

1528 episoder

Artwork

Reminder: The Chip Biz is Cyclical

Motley Fool Money

1,028 subscribers

published

iconDel
 
Manage episode 413052328 series 2500334
Indhold leveret af The Motley Fool. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Motley Fool eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

1528 episoder

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