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Beurs en beleggen podcast De Aandeelhouder

Tech Talk 7: Intel, ASML, Oracle, Microsoft, NVIDIA, Meta, Alphabet, Apple, Amazon & Tesla

30 Sep 2025

Description

Elke maand verzorgen beursanalisten Jordy Beuving en Jean-Paul van Oudheusden een uitgebreide update over technologie aandelen. In deze aflevering komen onder andere Intel, ASML, ASM, Oracle, Microsoft, NVIDIA, Meta, Alphabet, Apple, Amazon, Tencent, Alibaba, Baidu en Tesla aan bod! Ontvang al onze exclusieve analyses, video's en beurscontent: https://www.deaandeelhouder.nl/premium/ Benieuwd naar de portefeuilles van zowel Jordy als Jean-Paul? Ga naar: https://www.probeleggen.nl/aanmelden/registreren/ Video Jordy over Intel/NVIDIA deal: https://youtu.be/WSfvxcOE4IIVideo Jordy over ASMI beleggersdag: https://youtu.be/I6KQmU0AWgQTimestamps:00:00 - 01:12 Intro01:12 - 05:07 Big Tech update05:07 - 10:45 Microsoft10:45 - 14:08 Alphabet14:08 - 19:40 Amazon19:40 - 28:42 Apple28:42 - 32:32 Meta32:32 - 35:35 Tesla35:35 - 38:30 Koersendashboard Big Tech38:30 - 50:35 NVIDIA, OpenAI & Oracle50:35 - 56:00 Nebius56:00 - 01:06:35 Intel comeback + deal NVIDIA 01:06:35 - 01:10:35 Chipaandelen hoger01:10:35 - 01:16:25 Inhaalslag ASML 01:16:25 - 01:18:20 ASML partnership Mistral AI01:18:20 - 01:19:08 ASM beleggersdag01:19:08 - 01:21:46 Portfolio Jordy01:21:46 - 01:24:40 Chinese aandelen: Alibaba, Baidu, Tencent01:24:40 - 01:26:14 Afsluiting

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