Exploring the effects of regulations on AI technology sales in China and the strategic challenges faced by companies like Nvidia and AMD due to restrictions on selling advanced AI chips. The chapter also touches on the differences in policy approaches between Europe and the US, particularly regarding AI regulation and innovation.
Deckers Outdoor and Super Micro Computer enter the S&P 500.
(00:21) Jason Moser and Deidre Woollard discuss:
- What it means to join the S&P 500.
- The brands driving Deckers Outdoor’s growth.
- Why an EV blunder may have cost Hertz’s CEO his job.
(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.
Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA
Host: Deidre Woollard
Guests: Jason Moser, Daniel Newman
Producer: Ricky Mulvey
Engineers: Chace Przylepa, Dan Boyd
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