Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25
CNBC's "Fast Money"
00:00
Market Shifts: Apple and Tesla Under the Microscope
This chapter delves into Apple's market valuation in relation to the AI sector and the pressures from China, while also analyzing Tesla's Q2 delivery figures and production forecasts from Rivian. The discussion emphasizes Elon Musk's strategic role in Tesla's European operations during a pivotal period for the company.
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