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9min chapter
PC Sales, SoftBank and OpenAI, Holiday Box Office Trends
Bloomberg Technology
Navigating the Evolving PC Market and Semiconductor Trends
This chapter examines the current state of the PC market, where consumers are delaying new purchases, and analyzes CrowdStrike's recent performance and its impact on future sales. It also explores investment opportunities within the semiconductor industry, highlighting the role of AI, reshoring efforts, and the integration of advanced technologies in manufacturing.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode