U.S. vs. China on Trade Talks, Alphabet Jumps, Intel Slumps 4/25/25
Squawk on the Street
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Navigating U.S.-China Trade Dynamics
This chapter explores the complexities of U.S.-China trade negotiations and their implications for global markets, particularly the challenges faced by companies withdrawing from China. It examines the impact of these tensions on asset allocation, manufacturing migration, and the semiconductor market, highlighting the strategic adaptations businesses must make in a changing geopolitical landscape. Additionally, it discusses Alphabet's recent performance and its competitive positioning against emerging technologies.
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