Episode 65: Does Applied Materials Legal Issues Mean ASML Is Next? And OpenAI Business Model Drama

It was a dramatic weekend in the high tech world. OpenAI fired its co-founder and CEO, Sam Altman, and the subsequent uprising has many scratching their heads over the generative AI app creator. Altman is now at Microsoft. Chip Stock Investor has a hunch and a few ideas as to why Microsoft may want Altman to stay in-house, and surprise(!), it may have to do with semiconductors! Reuters also threw a wrench into a seemingly decent Applied Materials (AMAT) quarterly earnings late last week. The report claims that AMAT sold “hundreds of millions of dollars” worth of machines that were under the U.S. export ban to China. If you have been reading the 10-Q filings, though, you would know that this has been disclosed in each quarterly report since August 2022. But this does beg the question: Will this investigation stop at Applied Materials? Or will it also affect companies like ASML and others in the “Fab Five” that sell semiconductor manufacturing equipment? Also, India has been pushing hard to bring semiconductor manufacturing to the country. News from Tata Group! Stay tuned to Chip Stock Investor for an Nvidia (NVDA) quarterly update later in the week! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor If you're serious about investing, then Seeking Alpha Premium is a great way to supplement what you learn on our channel. It gives you the tools and resources you need to make better investment decisions and win in the stock market. Sign up for Seeking Alpha Premium today and get a special discount through our link: https://seekingalpha.me/ChipStockInvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #appliedmaterials #openai #samaltman #chatgpt #semiconductors #cloudcomputing #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Applied Materials and Nvidia.