CNBC's "Fast Money" What a China Chip Ban Could Mean for Nvidia, and Digging In on the Bank Stress Tests 6/28/23
Jun 28, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Bullish Narrative of the US-AI Chip Exports to China
02:24 • 3min
Micron's $11 Billion Forecast Is Low-Balling
05:36 • 4min
The Markets Are Not Reacting to Fed Reiterations
09:35 • 3min
The Impact of the Nvidia 800 Chip on Sales in China
13:03 • 2min
Nvidia's Supply Constraint on Chips in China
15:19 • 2min
Nvidia: A Pre-Cambrian Moment in the Chip Industry
17:15 • 4min
Netflix's Consolidation
21:29 • 2min
The Markets: A New Series From Goldman Sachs
23:35 • 2min
The Importance of Monetizing Pinterest
25:57 • 3min
The Best Values for Regional Banks
29:09 • 2min
The Fed's Stress Tests
31:23 • 2min
The Risks of Banks Passing the Stress Test
33:39 • 2min
Nike Stocks Swool Higher After Move
35:23 • 5min
The Yen Carry Trade
40:07 • 4min
The International Story of the Yen
43:39 • 4min