Ucrania, Applied Materials y un Consumo en Alerta

En este episodio Juan Manuel de los Reyes y Valentina Orduz revisaron el ataque ucraniano al principal puerto de exportación de trigo de Rusia en el Mar Negro. Repasaron los resultados de Applied Materials, que batió récords de ingresos y ganancias impulsada por la demanda de IA. Y cerraron con las débiles ventas minoristas de julio en Estados Unidos, una señal de enfriamiento del consumo.

Episode metadata supplied by the publisher feed · Published Aug 14, 2026

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Ucrania, Applied Materials y un Consumo en Alerta

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