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Chip Giant’s China Deal… And A Software Slump 8/11/25
Manage episode 499643927 series 1772318
A China chip deal making headlines as Nvidia and AMD agree to give a piece of their revenue to the U.S. government. What it means for the semi market both companies are gaining access to, and if there could be similar deals in the works. Plus A slump in software stocks. The names showing signs of stress, and where one top tech analyst sees the group heading from here.
2006 episodes
Manage episode 499643927 series 1772318
A China chip deal making headlines as Nvidia and AMD agree to give a piece of their revenue to the U.S. government. What it means for the semi market both companies are gaining access to, and if there could be similar deals in the works. Plus A slump in software stocks. The names showing signs of stress, and where one top tech analyst sees the group heading from here.
2006 episodes
All episodes
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