
A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25
The Exchange
00:00
Chip Stocks and Fed Dynamics
This chapter examines the recent trends in chip stocks, particularly NVIDIA's performance in the AI sector and Intel's rise due to significant investments. It also discusses the Federal Reserve's potential interest rate actions against a backdrop of changing inflation and employment metrics, alongside political implications of government investments. Furthermore, the chapter highlights challenges facing major companies in the manufacturing sector and their impact on local economies, especially in key political states.
Transcript
Play full episode