Squawk on the Street cover image

SOTS 2nd Hour: Qualcomm-Arm Ruling, Fed's Rate Path, Markets & Geopolitical Risks 12/23/24

Squawk on the Street

00:00

Court Rulings and Semiconductor Shifts

This chapter covers a pivotal federal jury ruling favoring Qualcomm in its licensing dispute with Arm Holdings, impacting share prices and setting the stage for potential future legal maneuvers. It also explores NVIDIA's stronghold in the semiconductor market and the emerging landscape of custom silicon as AI investment trends continue to grow.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app