This discussion features Becca Wasser, a defense expert focused on NATO strategies, who shares insights on potential responses to Russian airspace violations. Cristiano Amon, Qualcomm's CEO, reveals breakthroughs in AI-capable PCs and the company's strategy amidst competition with Apple and Intel. Meanwhile, Rob O'Hare, CFO of Affirm, highlights the robust health of consumer credit, stable delinquencies, and promising growth outlooks for the company. The conversation captures the intersection of defense, technology, and consumer finance in today's market.
