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Semi Stocks Get Smacked, and Roche Ups the Ante in the Weight Loss Drug Battle 7/17/24
Manage episode 429415717 series 3331718
Shares of ASML, Taiwan Semi and Nvidia sinking today as the SMH semiconductor ETF sees its worst day in over four years. Will rising geopolitical tensions mark the end of this recently red-hot trade? Plus positive trial results on Roche’s weight-loss pill sending those shares higher and those of competitors lower. We dive in on the latest developments in the GLP race.
1720 episodes
Manage episode 429415717 series 3331718
Shares of ASML, Taiwan Semi and Nvidia sinking today as the SMH semiconductor ETF sees its worst day in over four years. Will rising geopolitical tensions mark the end of this recently red-hot trade? Plus positive trial results on Roche’s weight-loss pill sending those shares higher and those of competitors lower. We dive in on the latest developments in the GLP race.
1720 episodes
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