NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich
Brew Markets
TSMC accuses ex-exec of leaking to Intel
John and Ann discuss TSMC's lawsuit alleging a senior exec shared secrets with Intel and broader IP concerns.
Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall. Finally, is Abercrombie back and was there a spy at TSMC… prep and espionage ripped from the headlines.
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00:00 Welcome to Brew Markets Daily
00:30 NVIDIA SAYS IT IS NOT ENRON
05:00 EARNINGS: $SJM $DKS
16:00 ABERCROMBIE SHARES SOAR
18:30 DID $TSMC HAVE A SPY?
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