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Squawk on the Street
SOTS 2nd Hour: Apple’s AI Investment, Doge Demand Pushback, Largest Crypto Heist Ever 2/24/25
Feb 24, 2025
Dan Niles, founder and portfolio manager of Niles Investment Management, shares insights on NVIDIA's upcoming earnings and the AI market's dynamics. He analyzes Apple's bold $500 billion investment in U.S. AI infrastructure, exploring potential growth strategies. The discussion also addresses the unexpected pushback against DOGE demand linked to Elon Musk's new job requirements for government workers. Additionally, Niles touches on the staggering $1.5 billion crypto heist, highlighting its implications for the digital asset landscape.
43:29
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Quick takeaways
- Apple's $500 billion investment in AI servers includes a new factory in Texas, signaling a significant commitment to technology advancement.
- Elon Musk's mandate for federal workers to justify job performance is causing uncertainty and anxiety, reflecting turmoil in federal work culture.
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Discover
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