The Chips are Down (and Up!)
Motley Fool Money18 Loka 2024

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: 04.09.2010

Motley Fool Money: 04.09.2010

What do surging same-store sales numbers mean for investors? Is Apple's latest offering a threat to Google? And is KFC's latest offering a threat to your health? In this week's Motley Fool Money Radio...

9 Huhti 201039min

Motley Fool Money: 04.02.2010

Motley Fool Money: 04.02.2010

Are US automakers on the road to recovery? What's the biggest challenge for Apple's iPad? Which company is best positioned for a post-DVD world? On this week's Motley Fool Money Radio Show, we tackle ...

2 Huhti 201039min

Motley Fool Money: 03.26.2010

Motley Fool Money: 03.26.2010

What does the overhaul in health care mean for investors? What does the crisis in Greece mean for investors? How much is Facebook really worth? And just how good were Best Buy's earnings? On this week...

26 Maalis 201039min

Motley Fool Money: 03.19.2010

Motley Fool Money: 03.19.2010

Investors move out of US stock funds. Pepsi makes a not-so-sweet move.  And Fedex sees some positive moves in the economy.  On this week's Motley Fool Money Radio Show, we tackle those stories, share ...

19 Maalis 201039min

Motley Fool Money: 03.12.2010

Motley Fool Money: 03.12.2010

Is Lehman Brothers the new Enron? Will Cisco's new router technology connect with investors? Are the latest retail numbers really cause for celebration? On this week's Motley Fool Money Radio Show, we...

12 Maalis 201039min

Motley Fool Money: 03.05.2010

Motley Fool Money: 03.05.2010

The government reports better than expected jobs numbers, Domino's and Urban Outfitters report big sales, Tivo records a big win, The SEC goes after false profits, And Apple goes after Google. On this...

5 Maalis 201039min

Motley Fool Money: 02.26.2010

Motley Fool Money: 02.26.2010

The economy grows at its fastest pace in six years. The Fed Chief offers his prescription for the U.S. and China. And the SEC cracks down on shorting. On this week's Motley Fool Money Radio Show, we d...

26 Helmi 201039min

Motley Fool Money: 02.19.2010

Motley Fool Money: 02.19.2010

The Fed hikes the discount rate. The stimulus package celebrates its first birthday. Abercrombie & Fitch exposes itself. And Comcast rebrands itself. On this week's Motley Fool Money Radio Show, we di...

19 Helmi 201039min

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