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4min chapter
Nvidia Earnings Preview, Trump Taps Lutnick for Commerce Chief
Bloomberg Daybreak: Asia Edition
Navigating Intellectual Property Challenges
This chapter explores the effects of new intellectual property controls and innovation challenges related to China as the Trump administration takes shape, particularly for major companies like NVIDIA and TSMC. It highlights the monopolistic role of TSMC in the semiconductor market, the impact of tariffs on corporate earnings, and strategies for investment professionals to identify opportunities amidst these developments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode