

Tech Stocks Post Election and Chip Demand
Nov 7, 2024
René Haas, CEO of Arm, discusses the semiconductor outlook amidst fluctuating smartphone sales. Palmer Luckey, founder of Anduril, offers insights on how election results may reshape defense technology. Dan Ives from Wedbush Securities analyzes tech stock performance in light of the political landscape. Noelle Acheson delves into crypto market reactions and potential regulations post-election. Max Chafkin evaluates the impact of these outcomes on Elon Musk's ventures, highlighting the intersection of technology and politics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Tech Stocks and Election Aftermath
01:55 • 8min
Elon Musk's Influence and Semiconductor Insights
09:30 • 4min
Chipmaker Outlook: AI and Smartphone Dynamics
13:50 • 9min
Embracing Democracy and Navigating Change
22:36 • 14min
Exploring Defense Tech and Water Sustainability Solutions
37:01 • 2min
Trump's Return and Defense Dynamics
39:01 • 11min
Exploration of Influence and Financial Insights Post-Election
49:47 • 2min