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SOTS 2nd Hour: Intel’s Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson’s Top Tech Picks 8/15/25

Squawk on the Street

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Impact of Semiconductor Slowdown in China

This chapter examines the consequences of China's semiconductor manufacturing slowdown on various companies, including a surprising revenue increase for Applied Materials. It also discusses Intel's strategic challenges amid potential government investments, exploring the effects on innovation and competition in the semiconductor industry.

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