Stocks Hit Record Highs on Jobs Report, Nvidia and the "Green" Chips, Apple's Unlucky Seven. 3/8/24
Squawk on the Street
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Analyzing Financial Performances and Tech Industry Dynamics
The chapter delves into the gap versus non-gap earnings of Marvell and Broadcom, detailing the influences of revenue growth, stock-based compensation, and legal settlements. It discusses the disparities in reporting financials in Silicon Valley, contrasting transparency across companies and highlighting the significance of American intellectual property in Taiwan Semiconductor. The chapter also touches on TikTok's valuation, the impact of a potential ban, and the competition between tech giants like Intel and NVIDIA.
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Transcript
