Bloomberg Tech Intel's Chips Grant, California Vs. Tesla
Nov 26, 2024
Discover how Intel's massive $7.9 billion grant will enhance U.S. chip production and its implications for the tech landscape. Learn about California's controversial EV incentives that exclude Tesla and the pushback from social media firms against new Australian regulations targeting teen usage. The podcast also explores investment strategies beyond tech, trade tensions affecting companies, and the evolving automotive market focused on affordability amid economic challenges.
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Intel's CHIPS Act Funding
- Intel secured $7.9 billion in CHIPS Act grants, the largest ever direct subsidy.
- This funding aims to boost US chip production across multiple states.
M&A Outlook for 2025
- Natsi Curtin suggests that M&A activity will likely increase in 2025 under a new administration.
- She anticipates a more favorable regulatory environment, boosting "animal spirits."
Tech Investment Strategy
- Natsi Curtin advises diversifying tech investments beyond the "Magnificent Seven."
- MidCap stocks offer growth potential at lower valuations.