This week on Street Check, Chris and Brad discuss ASML (ASML)'s early earnings report and contrast it with a bullish report from Taiwan Semi (TSM), broadly bullish bank earnings, the impact of large-scale layoffs at high-profile firms, Alphabet (GOOG)'s monopoly ruling and ARK Funds becoming shorthand for wealth destruction. Then, they make over/under predictions for six investment categories for the end of 2024. For more information about the Cabot Value Investor offer mentioned on the episode, visit cabotwealth.com/street.
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