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Zadad Money

๐Ÿ‘ค Speaker
106 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

Eastern, and while the markets aren't expecting a rate cut, all eyes will be on Jerome Powell's press conference.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

So I'm definitely gonna be tuning into that to see what Jerome Powell has to say.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

And I'll recap everything on tomorrow's show and maybe even do an instant reaction on Instagram.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

So go follow us there.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

We'll put a link in the description.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

And if that wasn't enough drama for today, we also have Tesla, Microsoft, and Meta all reporting earnings after the bell.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

So yeah, tomorrow's episode is going to be jam-packed.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

I don't know how we're gonna fit everything into 10 minutes.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

But yeah, if you're new here, it's a great time to get subscribed to the podcast and tuning in every day to stay in the loop.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

Let's run through some headlines.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

starting with ASML.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

Shares of the Dutch company ASML are hitting record highs this morning after they reported a blowout quarter.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

See, ASML is a very important company when it comes to AI.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

They make these ultraviolet lithography machines, which are essential for manufacturing advanced chips, like for NVIDIA, Apple, and others.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

In fact, they're the only company in the world that makes these EUV machines, and they are seeing a surge in order right now thanks to AI.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

ASML reported 13.2 billion euros in bookings for the fourth quarter, which was nearly double the 6.8 billion euros that analysts were expecting.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

In fact, Q4 was the largest quarter of orders in the company's history, and more than half of their orders were for their most advanced machines.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

ASML CEOs said their customers now believe that AI demand is sustainable, so they're aggressively building out capacity, and they're gonna need more of ASML's lithography machines to do that.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

So because of that, ASML is raising their 2026 guidance.

The Rundown
ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

They are now expecting revenues to be between 34 and 39 billion euros, and they also announced 12 billion euros in share buybacks, which Wall Street obviously loved.