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4min chapter
What big tech's earnings can tell us about AI, rates and future volatility
Goldman Sachs The Markets
Analysis of Higher Interest Rates and the Semiconductor Industry
This chapter analyzes the effects of higher interest rates on tech giants like Apple, Alphabet, Amazon, and Microsoft, highlighting their strong earnings and ROI despite the rates. It also delves into the semiconductor industry, discussing challenges and the AI revolution.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode