Navigating the Semiconductor Landscape: NVIDIA and Emerging Competitors

Dan Nathan and Guy Adami look forward to the impactful earnings reports from major tech giants like Meta, Microsoft, Amazon, and Apple, even as the market anticipates Friday's jobs report. They analyze specific companies, including Tesla's contentious earnings call and Google's recent performance, and consider broader economic themes like the potential for a weaker US dollar and its implications.

Articles

• Unhedged and Burned, Stock Investors Brace for More Dollar Pain (Bloomberg)
• China’s Huawei Develops New AI Chip, Seeking to Match Nvidia (WSJ)
• The new AI calculus: Google’s 80% cost edge vs. OpenAI’s ecosystem (Venture Beat)

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