ASML Sells Out Its Future, and Inflation Gets Its Turn

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-14

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Wednesday, October 14, 2026. ASML posts record Q3 results (EUR 11.7B sales, EUR 5.0B net income) and says its planned supply for 2027 and 2028 won't meet customer demand, yet the stock slips on valuation. Bank earnings open the season: JPMorgan earns $15.3B but misses estimates, Goldman's equity trading jumps 72%, Wells Fargo falls 3% as banks add to loan-loss provisions. Memory chips slide again on China's CXMT. Tuesday's close: Dow 51,670.10, S&P 500 7,805.45, Nasdaq 27,204.38. And the September CPI report: what to watch in core...