# Ucrania, Applied Materials y un Consumo en Alerta

Page: https://stenobird.com/podcast/market-insights-3596811/ucrania-applied-materials-y-un-consumo-en-alerta
Text version: https://stenobird.com/podcast/market-insights-3596811/ucrania-applied-materials-y-un-consumo-en-alerta.md
Podcast: [Market Insights](https://stenobird.com/podcast/market-insights-3596811)
Published: 2026-08-14T13:29:08+00:00
Episode link: https://podcasters.spotify.com/pod/show/insigneo-technology/episodes/Ucrania--Applied-Materials-y-un-Consumo-en-Alerta-e3ndcae
Audio file: https://anchor.fm/s/4b564b04/podcast/play/124219150/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-14%2F429837717-44100-2-6438de29110ae.m4a
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JSON: https://stenobird.com/v1/public/podcasts/market-insights-3596811/episodes/ucrania-applied-materials-y-un-consumo-en-alerta
Duration seconds: 1057

## Resource

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.

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## Transcript

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