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Bill Kirk
Senior research analyst at Roth Capital Partners who analyzes retail trends and presented app-download data and implications for retailers in the episode.
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23 snips
Dec 22, 2025
• 43min
SOTS 2nd Hour: Nvidia’s China Chip Shipments, Under-the-Radar Retail Metric, New State AI Laws 12/22/25
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Scott Wren, a Senior Global Equity Strategist at Wells Fargo, shares insights on sector rotation towards industrials and the implications of a modest economic outlook. Bill Kirk, a Senior Research Analyst at Roth Capital, reveals a new app-download metric that highlights consumer trends for holiday shopping, while also discussing Costco's challenges. Christina Partsenevalos, a CNBC tech reporter, provides updates on Nvidia’s potential chip shipments to China and the complexities around U.S. export regulations affecting the semiconductor industry.
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