Chip Outlook Gets Cloudier
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 16 October 2024
⏱️ 29 minutes
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Transcript
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| 0:00.0 | Today we got chips and we got scripts. You're listening to Motley Full Money. |
| 0:15.0 | I'm Mary Long joined today by Jason Moser, JMOs, JMO, great to have you. |
| 0:17.0 | Thanks for hanging out with me this morning. |
| 0:19.0 | Mary, thanks for having me. |
| 0:20.0 | Always a pleasure. |
| 0:21.0 | Okay, before we talk numbers, before we start a pleasure. Okay before we talk numbers before we started recording you had to exit to |
| 0:26.2 | go check on your dogs they were barking you know they have I was saying they have just |
| 0:31.2 | this this sixth sense that whenever I'm getting ready to start doing anything media related, |
| 0:37.0 | man they come out in full force so yeah had to reel them back inside here for a little bit to quiet things down. |
| 0:43.6 | Were they barking up about anything in particular or were they really just trying to bother you? |
| 0:47.6 | You know, probably the latter, but we live in a pretty wooded area in our neighborhood so there's all sorts of wildlife running around and |
| 0:56.4 | They are always they're always barking something |
| 1:00.2 | Could have been a rogue deer who knows who knows could have been could have been a rogue deer. Who knows? Who knows? |
| 1:03.0 | Could have been. |
| 1:04.0 | Could have been. |
| 1:05.0 | ASML earnings came out a day early and a dollar, perhaps a few dollars short, |
| 1:11.0 | the semiconductor equipment maker suffered its biggest single day drop |
| 1:14.8 | since 1998 yesterday. |
| 1:18.4 | Results were released a day early due to a technical error and the news within those results sent nearly all |
| 1:24.8 | semiconductor stocks sinking. Before we take a closer look at that news |
| 1:30.1 | maybe you can give us a refresher on where exactly ASML sits within this broader |
| 1:35.9 | semiconductor landscape. |
... |
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