David George

Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, dives into Apple’s record iPhone demand and exciting future products like a foldable iPhone and advanced Siri capabilities. David George, Senior Research Analyst at Baird, analyzes Zions Bank’s earnings and the unique challenges of regional banking. Lastly, Gary Evans, CEO of United States Antimony Corp, reveals details about a significant DLA contract, growth plans in critical minerals, and collaboration with U.S. defense on antimony production.

Madison Muller, a Bloomberg News Health Reporter known for her insights into the weight loss drug industry, and David George, a Senior Research Analyst at Baird, discuss Nvidia's surprising shift in trade dynamics with China. They delve into the repercussions of the U.S. government's decision to allow AI chip exports, potentially generating billions for tech firms. The conversation also highlights the evolving U.S.-China tech rivalry and its impact on global market trends, touching on tariffs and the implications for companies navigating these turbulent waters.