Kelsey Griffiths

Brent Thill, an equity analyst at Jefferies, delves into the heavy AI investments from tech giants like Meta, highlighting market concerns about their margins. Tyler Kendall reports live from South Korea, discussing crucial talks between Trump and Xi on chip supplies. Kelsey Griffiths provides insights into Comcast’s strategies amid slowing broadband losses and potential content acquisitions. The conversation illustrates the tech landscape's evolving dynamics, driven by AI spending and international trade negotiations.