

China's Chip Sector Rally and Amazon's RTO
Oct 7, 2024
Janet Mui, head of market analysis at RBC Brewin Dolphin, discusses the $13 billion surge in China's chip sector, fueled by government support and shifting investor sentiment. Jordan Robertson sheds light on the alarming cyber attack on American Water Works and the implications for infrastructure security. Spencer Soper explains Amazon's push for a full return to office life to safeguard its company culture. Meanwhile, Mark Gurman analyzes Apple's evolving product strategy amid changing market conditions and skepticism about new iPhone models.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Revival of China's Semiconductor Sector
01:34 • 10min
The Accelerating AI Boom and Real Estate Opportunities
11:11 • 2min
Cybersecurity and Infrastructure Resilience
13:14 • 9min
Amazon and Apple: Market Dynamics and Strategic Shifts
22:39 • 13min
Investing in AI and the Importance of Mental Wellness
35:20 • 2min
Ubisoft and Market Dynamics
37:41 • 8min
Trends in the Film Industry Amidst Strikes and Audience Preferences
45:54 • 3min