Chips and the White House: From Nvidia and AMD to Intel's CEO and Pres. Trump 8/11/25
Squawk on the Street
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Navigating Q2 Earnings and Market Dynamics
This chapter explores the details of the Q2 earnings season, focusing on stock movements related to CoreWeave's lockup expiration and J.P. Morgan's price adjustments. It discusses recent IPOs, the market reactions to earnings reports, and the implications of traditional media's evolving relationship with AI and copyright issues. Additionally, geopolitical tensions and business restructuring strategies are examined, alongside a review of AMC's financial performance in contrast to IMAX.
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