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Podcast Appearances
Eastern, and while the markets aren't expecting a rate cut, all eyes will be on Jerome Powell's press conference.
So I'm definitely gonna be tuning into that to see what Jerome Powell has to say.
And I'll recap everything on tomorrow's show and maybe even do an instant reaction on Instagram.
So go follow us there.
We'll put a link in the description.
And if that wasn't enough drama for today, we also have Tesla, Microsoft, and Meta all reporting earnings after the bell.
So yeah, tomorrow's episode is going to be jam-packed.
I don't know how we're gonna fit everything into 10 minutes.
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.
Let's run through some headlines.
starting with ASML.
Shares of the Dutch company ASML are hitting record highs this morning after they reported a blowout quarter.
See, ASML is a very important company when it comes to AI.
They make these ultraviolet lithography machines, which are essential for manufacturing advanced chips, like for NVIDIA, Apple, and others.
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.
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.
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.
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.
So because of that, ASML is raising their 2026 guidance.
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.