Let's get more on the potential investment uh in Intel and AI Alibaba with Sesuana's Chris Roland. Chris, great to have you with us on a day when there's just so much chip related news in the air. Um I first want to get your take on on this Bloomberg report that Intel has approached Apple for some sort of an investment.Um the stock was up curiously during the session. Um outsized gains relative to peers. What do you make of this report.>> Yeah, I think it does make sense on the surface. Uh, you know, our ou ...

Group 1 - The Trump administration is reportedly seeking to acquire an equity stake of up to 10% in Lithium Americas, indicating a move towards state capitalism [1] - The company is currently renegotiating terms of a $2.26 billion agreement with the Energy Department [1] Group 2 - The stock market experienced a decline as Fed chief Powell commented on the high valuation of stock prices [2] - Micron's earnings and guidance exceeded expectations, contributing to a rise in tech futures [1]

White House economic adviser Kevin Hassid telling us that the government's stake in Intel is like a down payment on a sovereign wealth fund. And on our air yesterday, commerce secretary Howard Lutnik referred to a national economic security fund. Joining us right now is CBC contributor Walter Isacson, the legendary Walter Isacson.He's a professor at Twain University, also Paola Weinberg advisory partner and great friend of the show. Walter, thank you for joining us this morning. We've all been trying to mak ...

President Trump has insisted that he doesn't chicken out when it comes to enforcing his tariffs, telling reporters earlier this summer, quote, "It's called negotiation." Well, despite that, with a deadline to impose new tariffs on China at midnight, Trump was waffling again this morning. >> We'll see what happens. They've been dealing quite nicely.The relationship is very good with President with President Xi and myself. Well, just hours later, Donald Trump folded, extending the deadline for China tariffs f ...