Macy’s Beats on Profits, Lowe's Earnings
Bloomberg Intelligence
Insights on Battery Sourcing and Chip-making Machines in Geopolitical Context
Exploring Elon Musk's battery partnerships with Panasonic, LG, and CTL, along with the US battery manufacturing landscape. The episode also delves into the strategic concerns of ASML and TSMC having a kill switch for chip-making machines in the event of a China invasion of Taiwan.
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