ASML walked back its growth forecast. Here's what has Wall Street worried

Well, European chipmaker ASML throwing cold water on yesterday's chip stock rally. The company walking back its 2026 growth forecast, citing trade risks and global tensions. Joining me now, Patrick Morehead, more insight strategy founder, CEO, and chief analyst.Patrick, it's good to see you. So, um, you know, ASML, maker of these lithography machines that are basically crucial in the chipm. They're seen usually as sort of a bell weather or an indicator.So what does it tell us that they are seeing this tarif ...