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Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever

October 16, 2025·33m

Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podcasts. Finally, Ed dives into a $40 billion deal to buy one of the world’s biggest data center operators.