Alicia Alfiere, an investment analyst, dives into the retail landscape, discussing Abercrombie's surprising stock performance and Chewy's customer strategies. Ana Swanson, a New York Times reporter, uncovers the intriguing smuggling routes that allow banned microchips to reach China. Despite U.S. restrictions, high-demand AI chips are still accessible, revealing complexities in international trade and the efforts to track them. Their conversation highlights the challenges and strategies within the evolving tech and retail sectors.