The Rundown Huawei Threatens Nvidia's AI Chip Dominance, Tesla Delays Launch of Affordable EV
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Apr 21, 2025 The podcast dives into the fierce competition between NVIDIA and Huawei in the AI chip market, spurred by international trade tensions. It discusses the resulting market turmoil and how gold and Bitcoin prices have been affected. A significant antitrust ruling against Google for coercive practices is another hot topic, shedding light on investor reactions and the impact on tech giants like Netflix and Tesla. Tune in for insights on the latest shifts in the stock market!
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Huawei Challenges Nvidia's Chip Dominance
- Huawei is developing an AI chip to compete with Nvidia amid new U.S. export restrictions.
- This could let Huawei fill the market gap and become a major AI chip player in China.
Google Loses Antitrust Case
- Google lost an antitrust case for forcing advertisers to bundle services unlawfully.
- This impacts billions in ad revenue and could reshape Google's ad tech dominance.
Netflix's Resilience Amid Economic Uncertainty
- Netflix's stock rises after strong Q1 earnings and resilience in tough economic times.
- Netflix may be a recession-proof stock as it remains a last subscription people keep.