SOTS 2nd Hour: Stocks Near Fresh Highs, The Fate of Intel, and Let's Grok & Roll 2/18/25
Squawk on the Street
00:00
Geopolitics and Semiconductor Dynamics
This chapter explores recent partnerships and acquisitions involving Taiwan Semiconductor and Intel, emphasizing the geopolitical ramifications and competitive challenges Intel faces. It also delves into President Xi Jinping's meeting with tech leaders in China, highlighting investor reactions and concerns about genuine policy changes. Additionally, the chapter reviews stock performances in the tech sector, particularly focusing on Meta's fluctuating market value amid broader economic factors.
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