Mackenzie Sigalos, a tech reporter renowned for her insights on AI developments, provides an on-the-ground update from OpenAI's Dev Day, highlighting new initiatives and hardware ambitions. Osung Kwan, Wells Fargo's Chief Equity Strategist, shares his earnings preview, backed by a machine-learning model predicting market performance driven by AI and semiconductors. The guests dive into market volatility, AMD's stock movement, and discuss retail weaknesses while reflecting on broader economic trends.
