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13min chapter
SOTS 2nd Hour: Holiday Retail, Commercial Real Estate & Qualcomm vs. Arm Trial 12/16/24
Squawk on the Street
Navigating AI Investments and Real Estate Trends
This chapter explores the complexities of AI-related investments, with a focus on major players like Arm and NVIDIA, and the need for strategic investments in domestic infrastructure. It also delves into the dynamic landscape of New York City's commercial real estate, highlighting a post-pandemic recovery in office leasing and the shift towards residential conversions to address housing shortages. The discussion is enriched with commentary on current global events and political implications surrounding these economic trends.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode