Semi Stocks Get Smacked, and Roche Ups the Ante in the Weight Loss Drug Battle 7/17/24
CNBC's "Fast Money"
00:00
Market Analysis: Chip Sell-Off and Political Impact on Tech Industry
The chapter delves into the recent chip sell-off affecting the Nasdaq index and analyzes how political rhetoric and trade policies by Biden and Trump are impacting the tech industry, particularly semiconductor companies. It explores the challenges faced by companies like ASML, Taiwan Semiconductors, and NVIDIA, and discusses the potential impact of AI investments, market shifts, and asset allocation strategies in the current market environment.
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Transcript
