The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks. (00:21) Tim Beyers and Dylan Lewis discuss: - Why ASML’s earnings show a slowdown in investment in chip manufacturing. - United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing. - What to watch from enterprise software companies as they report later in earnings season. (15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now? Companies discussed: ASML, UAL, BA Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Steven Jacobs Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.