Anthony Schiavone, an investment analyst, and Kevin Simzer, COO of Trend Micro, dive into the recent changes in U.S. export rules affecting Nvidia, resulting in a hefty $5.5 billion charge. They discuss how these changes could influence market sentiments and investment strategies amidst semiconductor volatility. Kevin shares insights on the evolving cybersecurity landscape, highlighting the heightened threats from AI-driven attacks like ransomware and spear phishing and how organizations must adapt to protect their data assets.
