ASML Adds AI Strength Where IBM Shows Weakness, PYPL Sees $53B Buy Offer

Strong earnings kicking off the earnings season face headwinds with rising tensions between the U.S. and Iran. As crude oil hovers around $80, Tom White talks about the key headlines investors should watch for. While momentum in software stocks came to a grinding halt following IBM Corp.'s (IBM) preliminary earnings, ASML (ASML) posted a beat and raise that sparked much needed life into the AI trade. Tom also notes Morgan Stanley's (MS) earnings and a tentative PayPal (PYPL) buyout.

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