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Intel’s stock soared after Nvidia said it will invest $5 billion and co-develop chips for PCs and data centers. Plus, Disney takes Jimmy Kimmel Live! off...
Mizuho Americas Managing Director Jordan Klein discusses how Nvidia taking a stake in Intel would be “bad” for AMD and why it can add pressure to...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the Trump administration is eyeing Chips Act funds in order to take a stake in Intel. Plus,...
Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats...
Jordan Klein, Managing Director at Mizuho Securities USA, says Masayoshi Son’s pitch for a $1 trillion AI and robotics hub in Arizona is a marketing ploy....
Bloomberg’s Ed Ludlow details the pressures facing Nvidia and the semiconductor sector as CEO Jensen Huang heads to China. And, Archer Aviation unveils a new air...
Jordan Klein, Analyst at Mizuho Americas says investors aren’t anxious to buy the dip as tariff uncertainty continues to upend the tech sector. He joins Ed...
Bloomberg’s Caroline Hyde and Jackie Davalos discuss the AI selloff, putting pressure on the chips sector and earnings. And, China ramps up its AI competition, fueling...
