Francesca Fontana
speaker
2,691 appearances
52 recordings
1 series
first heard Aug 2017
last heard Feb 2025
Francesca Fontana’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
Now it's October, the so-called spooky season, and investors got real spooked over the AI boom this week.
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That was thanks to a gloomy forecast from chipmaking equipment supplier ASML Holding earlier in the week.
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But then we got the latest quarterly report from TSMC, a.k.a.
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Taiwan Semiconductor Manufacturing Company, a record quarterly profit from the world's largest contract chipmaker.
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The company said revenue from AI-related products is expected to triple this year and would account for about 15% of its total revenue.
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And all of that was more than enough to make the clouds part and let the chip stocks rally.
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U.S.-traded shares of TSMC jumped to 9.8% Thursday, and for the week, the stock was up about 5%.
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Friday, we had two big movers, one in the red, one in the green.
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CVS Health and Netflix.
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Let's start with CVS, the struggling health care giant.
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The company delivered two big pieces of news on Friday.
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One, new CEO, and two, another warning about earnings.
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According to CVS, the coming earnings will once again fall short of Wall Street expectations, largely due to continued issues in its Aetna insurance business.
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And this isn't the first time it's cutting guidance this year.
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In fact, it is the fourth time.
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This year, CVS has also been facing a push for changes by a major hedge fund and a strategic review by the company's board, with options including a possible breakup.
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Executives told The Wall Street Journal the company will now move forward intact.
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Plus, its share price sure could use a booster shot.
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As of Thursday's close, the stock was down 19% this year.
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And Friday, it didn't get any better, with CVS shares losing about 5%.
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Showing 681–700 of 2,691 · page 35 of 135
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