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Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

The Circuit

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Intro

This chapter analyzes a turbulent week in the semiconductor market, focusing on earnings reports from leading companies such as AMD, Qualcomm, ARM, and Intel. It highlights the contrast in performance, emphasizes Nvidia's volatility, and underscores the strong underlying demand sustained by substantial capital investment from major players like Microsoft and AWS.

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