This chapter discusses the impact of trade tensions between China and the US on the chip sector, focusing on the challenges faced by companies like Nvidia. It explores the potential ramifications of restrictions on semiconductor chips and the difficulties in predicting earnings in an unpredictable market. The chapter also examines the significance of DRAN (Dynamic Random Access Memory) and the potential political motivations behind chip restrictions.
Mark Smucker, CEO of JM Smucker, shares his thoughts on consumer's concerns about the US economy. Dan Morgan, Senior Portfolio Manager at Synovus Trust, breaks down Micron Technology earnings. Anjee Solanki, National Director of US Retail at Colliers, talks about the impact of consumer data on retail real estate. And we Drive to the Close with Jimmy Lee, CEO at Wealth Consulting Group.
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