By allowing Nvidia to export its powerful chips to China, President Trump has instantly reshaped the U.S.-China technological Cold War https://t.co/sT2WrMq3f4 ...

AI is a five layer cake. Energy, chips, infrastructure, models, and applications. China has twice as much energy as we have as a nation.And there our economy is larger than theirs. Makes no sense to me. Number two, chips.We're generations ahead. Number three, infrastructure. If you want to build a data center here in the United States, from breaking ground to standing up a AI supercomputer is probably about three years.They can build a hospital in a weekend. That's a real challenge. really quickly on on chi ...

as well. And Dan, thank you for joining us. We're going to talk about Microsoft and Steve Kovak in just a minute based on this was going to be, by the way, the Microsoft stuff, our top of the show, as we call it, our lead in industry parliament.But when you got Jensen Wong making off-the- cuff comments to Emily Wilkins on Capitol Hill, we got to lead with that. Anything that you may have heard from Wong or anything recently that you have heard from him and Nvidia that changes your thesis on the AI game. No, ...

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Market Trends & Investment Strategies - AI leadership is shifting from buildout and chips to utilization phase, potentially impacting earnings [2] - Tech stocks have experienced outflows for six consecutive weeks, with the last four-week rolling average being the lowest since June 2021 [3] - Investors are becoming more selective in the tech sector, potentially impacting energy and chip stocks due to valuation and execution speed concerns [4][5] - Bonds are seen as compelling with yields around 4%, offering stability and income potential, leading to a more neutral posture [10][12] - Broadening out in the market, with areas like healthcare and small cap showing potential for gains in the years ahead [14] Economic Outlook - The economy is growing but slowing, with stall speed below 15% posing a risk to earnings growth [8] - The pace of Federal Reserve rate cuts is crucial as the economy decelerates [9] - Job cuts and a potentially weaker jobs report next month raise concerns about the broader economy [7][8] Potential Risks - High valuations in equities require perfect earnings delivery [12] - Upcoming decisions on tariffs and potential weakness in the labor market due to AI pose risks [13]

Nvidia CEO Jensen Huang says the company will “continue to be rigorous” in preventing chips from ending up in the wrong hands during an interview with @EdLudlow on Bloomberg TV https://t.co/8bf7q914IS https://t.co/k4ygOmrVjZ ...

This is going to upend quite a bit of convention in the Middle East. I'm not sure what Israel thinks about having the same firepower as Saudi Arabia, but should we assume that Congress is okay with this and that this deal is done. I don't think we should assume that this was an announcement of an intent to sell.And when you think about the last time the United States said it was going to sell F-35s to an Arab military, it was the United Arab Emirates. It was before the Abraham Accords. And the sale of those ...

[Music] [Applause] [Music] Whoever becomes the leader in AI will be the ruler of the world. I didn't say that. Vladimir Putin did all the way back in 2017.If you look throughout history, the greatest civilizations have always been tied to technology and sovereignty has always been tied to technology as has power. So the greatest risk of our time isn't in my view inflation, market instability or even war in the conventional sense. It's that we democracies fail to re-imagine what a technological republic look ...

Joining us now to break down the winners and the losers or what we know and what we don't from these negotiations, former assistant US trade representative for China affairs, Jeff Moon. Jeff, it's great to have you here. I mean, look, there seems to be a lot of things that were said, but also a lot of details that are left unsaid.Trump is saying the meeting was amazing. When I look at this, it looks like maybe we're just back to around where we were in August for some of these things. rare earths I get is a ...

Geopolitical Implications - China's new rare-earth controls impose extra scrutiny on exports of rare earths to be used in chips [1] - The controls are perceived as a message indicating potential retaliation [1] Industry Impact - The controls specifically target rare earths used in chip manufacturing [1]