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