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