The Chips are Down (and Up!)

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 18 October 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	The future will be ad supported with Uber getting you from door to door.
0:07.0	Motley Full Money starts now. Everybody needs money.
0:17.0	money. That's why they call it money.
0:22.0	The best thing they're alive. That's why they call it money.
0:23.0	The best thing in a life are free.
0:26.0	But you can give them to the brothers and bees.
0:29.0	From Fool Global Headquarters, this is Motley Fool Money.
0:33.4	It's the Motley Full Money Radio Show.
0:34.9	I'm Delon Lewis.
0:35.4	Joining me over the airwaves,
0:36.3	Motleyville Senior,
0:37.5	Senior,
0:40.9	and Mauser and Matt Argersinger, Fools.
0:40.9	Great to have you both here.
0:41.9	Tell Annie. We've got research on what CEO Tenure has to say about stock performance, stocks on our radar,
0:48.0	and updates from two of the biggest names in the chip supply chain.
0:52.0	That's where we're going to kick things off this week. A huge
0:54.7	week for big chip. Fresh earnings from Taiwan Semi, the world's most important chipmaker
0:59.8	and ASML. The company behind the machines most of the industry uses to make chips.
1:05.2	Jason together, they give us a chance to check in on two crucial parts of the chip supply chain.
1:10.8	What's the read?
1:11.8	Yeah, well, let's start with ASML.
	...

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