Squawk on the Street U.S. vs. China on Trade Talks, Alphabet Jumps, Intel Slumps 4/25/25
Apr 25, 2025
AI Snips
Chapters
Transcript
Episode notes
US-China Trade Talks Uncertain
- US-China trade talks lack meaningful progress and credibility on both sides.
- Major companies are already moving supply chains away from China due to uncertainty and tariffs.
Manufacturing Exodus from China
- Manufacturing is rapidly leaving China, impacting ports and supply chains.
- Companies must seek alternative supply chains, which raises costs and complexity.
Alphabet's AI Powerhouse
- Alphabet's strong Q1 and AI investments highlight its market dominance despite regulatory fears.
- YouTube alone could be worth around half a trillion dollars if publicly traded.