13min chapter

Halftime Report cover image

The Surging Nasdaq 7/31/24

Halftime Report

CHAPTER

Semiconductor Stocks and AI Demand

This chapter analyzes the recent performance of semiconductor stocks, particularly focusing on AMD's earnings and its implications for the Nasdaq. The discussion highlights the ongoing demand for AI technologies and how Microsoft's increased capital expenditures position the company within the competitive tech landscape. The speakers examine the strategic moves of major players like AMD and Nvidia, considering their potential impact on future market dynamics.

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