Bill Cohan

Bill Cohan, an accomplished author and longtime Wall Street writer, dives deep into the curious behavior of billionaire CEOs towards Donald Trump, despite his low approval ratings. He explains the incentives and fears driving this genuflection, and discusses the divergent strategies of companies that either resist or capitulate. The conversation shifts to Intel's recent stock surge, spurred by government investment, questioning if the rise is justified or mere hype. Cohan also touches on the AI chip market and the ongoing hype surrounding tech investments.