About this episode

The episode discusses the recent strength in chip stocks and features insights on market trends and the impact of AI on the labor market.

Chip stocks extended their recent strength: Nvidia, Micron, Intel, Sandisk and more hit record highs. Tech also caught a bid. iCapital’s Sonali Basak breaks down the market action. Fairlead’s Katie Stockton on why she is calling for a breakout in Tesla. Apollo’s Torsten Slok breaks down the AI impact on the labor market – and what it means for inflation. Plus, what’s causing the recent rally in bitcoin with Pantera Capital’s Cosmo Jiang.

People in this episode

Guests: Sonali Basak, Katie Stockton, Torsten Slok, Cosmo Jiang

Topics covered

• chip stocks
• market analysis
• AI impact
• Tesla breakout
• bitcoin rally

Keywords

• chip stocks
• Nvidia
• Tesla
• AI impact
• bitcoin rally
• market analysis
• inflation

Mentioned in this episode

Organizations: Nvidia, Micron, Intel, Sandisk, Fairlead, Apollo, Pantera Capital

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