Trump 100 Days Recap and Market Moves Ahead of Big Tech Earnings
Bloomberg Businessweek
00:00
Navigating AI and Semiconductor Futures
This chapter explores the intersection of artificial intelligence and governmental policies, particularly focusing on NVIDIA's role and the implications of new regulations. It addresses the challenges of supply chain logistics for semiconductor manufacturing amidst geopolitical shifts and potential U.S. manufacturing expansions. The dialogue also covers the current market conditions, earnings reports, and the nuanced outlook for major companies like Qualcomm within the broader economic context.
Transcript
Play full episode
