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2min chapter
Intertwined markets and upcoming earnings
Wall Street Breakfast
Bullish Trends in the Semiconductor Sector Post-CES
This chapter explores the recent positive momentum in the semiconductor industry, especially after the Consumer Electronics Show (CES). It emphasizes strong performance by companies like Micron and Arm due to rising demand for AI technologies, while evaluating the potential for this excitement to result in real sales impacts as earnings season approaches.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode