RiskReversal Pod Is Apple On The Edge of AI Glory? Deirdre Bosa Talks AI Hardware | Okay, Computer.
Jan 17, 2024
Deirdre Bosa, CNBC's TechCheck host and tech industry expert, joins the podcast to discuss the recent rally in tech, the year of AI hardware, Apple's sneaky AI play, chip makers as bellwethers, and what she and Dan are focused on.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Tech Stocks, Mega-Cap Companies, and Supply Chain Disruptions
02:35 • 11min
Exciting Potential in AI Hardware and the Future of Non-Smartphone Devices
13:17 • 3min
AI Hardware Developments and Market Cap
16:03 • 4min
Changing Sentiment and Uncertainty in the Tech Market
20:09 • 6min