The Chips are Down (and Up!)

The Chips are Down (and Up!)

Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark? (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market. - Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs. - Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office. (19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance. (33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan. Visit our sponsor at www.landroverusa.com Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM, Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Bob Stark Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Motley Fool Money: 06.08.2012

Motley Fool Money: 06.08.2012

Our analysts discuss some of the big investing stories from 2012 and share some stocks on their radar.   Plus,  journalist Andrew Blum talks about his book,  "Tubes:  A Journey to the Center of the In...

8 Kesä 201239min

Motley Fool Money: 06.01.2012

Motley Fool Money: 06.01.2012

Investors react to weaker-than-expected jobs numbers. NYC Mayor Michael Bloomberg attempts to crack down on sugary drinks. Samsung launches a big rival to the iPhone. And Amazon and Microsoft combine ...

1 Kesä 201239min

Motley Fool Money: 05.25.2012

Motley Fool Money: 05.25.2012

Shares of Facebook flounder.  Dell reports weak earnings.  Heinz hikes its dividend.  And Yahoo! unloads its stake in Alibaba.  Our analysts discuss those stories and share some stocks on their radar....

25 Touko 201239min

Motley Fool Money: 05.18.2012

Motley Fool Money: 05.18.2012

Facebook makes its public debut.  Our analysts discuss Facebook's future and share some stock ideas.  Plus, Yahoo! Finance columnist Dan Gross talks about his new book, Better, Stronger, Faster:  The ...

16 Touko 201239min

Motley Fool Money: 05.11.2012

Motley Fool Money: 05.11.2012

JPMorgan Chase racks up a big loss.  Disney reports big earnings.  And Berkshire Hathaway gets involved in a bid for Avon.  Our analysts talk about those stories plus share three stocks on their radar...

11 Touko 201239min

Motley Fool Money: 05.04.2012

Motley Fool Money: 05.04.2012

The government reports weaker-than-expected jobs growth. Yahoo! deals with a leadership controversy. Whole Foods serves up big earnings. Green Mountain Coffee serves up some bitter earnings. And Micro...

4 Touko 201239min

Motley Fool Money: 04.27.2012

Motley Fool Money: 04.27.2012

On this week's show, our analysts discuss earnings news from Amazon.com, Apple, Coca-Cola, Dunkin' Brands, Ford, Netflix, Panera, Procter & Gamble, and Starbucks.  Plus, we debate the relative merits ...

27 Huhti 201239min

Motley Fool Money: 04.20.2012

Motley Fool Money: 04.20.2012

Our analysts discuss the latest earnings news from Coca-Cola, Chipotle, GE, Intel, McDonald's, and Microsoft.   And we talk with CNBC's Carl Quintanilla about the new CNBC documentary, The Costco Craz...

20 Huhti 201239min

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