Apple's Second Downgrade, Mobileye Prompts Chip Stock Rout
Bloomberg Tech
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Microsoft's AI Co-Pilot, Semiconductor Boost, and Tencent's Share Repurchases
This chapter covers Microsoft's new AI co-pilot function on its Windows keyboard, the US Commerce Department's funding for legacy semiconductors, and Tencent's increased share repurchases. They discuss the motivations behind these actions and the market reactions to them.
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