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6min chapter
Apple in Talks to Let Google Gemini Power iPhone AI Features
Bloomberg Businessweek
NVIDIA's AI Dominance and Federal Reserve Rate Cut Speculations
This chapter delves into NVIDIA's leading position in AI technology and the market's fixation on its valuation and industry standing. The discussion also touches on the potential timing of a Federal Reserve rate cut, reflecting on the current economic data and market expectations. Emphasizing NVIDIA's technological edge and the need for clarity in Fed policy, the speakers highlight the importance of sustained market growth and performance.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode