

Closing Bell Overtime: How Today’s AI Summit Will Shape The Industry; Arm’s IPO Prices; Air Force Secretary On Geopolitical Threats 9/13/23
Sep 13, 2023
CIO Barbara Doran and Morgan Stanley's Seth Carpenter analyze market action. Moor Insights & Strategy CEO Patrick Moorhead discusses ARM's potential growth. Andrew Ng breaks down the AI summit with Elon Musk and Sundar Pichai. Air Force Secretary talks about China's threats and potential government shutdown economic impact.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
The Impact of Stability on Stock Valuation
04:15 • 15min
Takeaways from AI Summit and ARM's Growth Prospects
18:49 • 4min
ARM's Role in Automotive Market and Revenue Strategies
22:30 • 2min
Opportunity for Value in the Market and Air Force Secretary's Warning on China
24:20 • 3min
US Military Capability and Budget Uncertainty
27:14 • 17min
Negotiations for Raise, Adobe's AI Release, and Arm's IPO Pricing
43:51 • 4min