SOTS 2nd Hour: Eggflation, CNBC NBA Rankings, and DOGE’s Cybersecurity Tailwinds? 02/14/25
Squawk on the Street
00:00
Economic Trends and Tech Strategies
This chapter examines the latest economic data, focusing on a decline in December's business inventories and its potential impact on GDP. It also discusses the implications of new reciprocal tariffs announced by the president and how these may affect companies like Apple, particularly in relation to AI developments and upcoming product launches. Additionally, the chapter highlights ARM's strategic shift towards manufacturing its own chips and the broader competitive dynamics in the semiconductor industry.
Transcript
Play full episode
