AI chip war heats up

Jun 3, 2024 · 6m 44s
AI chip war heats up
Description

https://seekingalpha.com/news/4112160-nvidia-says-next-generation-rubin-ai-platform-coming-in-2026?source=wsb_podcast:ai_chip_war_heating_up, https://seekingalpha.com/news/4112213-amd-unveils-new-processors-as-ai-chip-race-heats-up?source=wsb_podcast:ai_chip_war_heating_up and https://seekingalpha.com/news/4112219-chip-designer-arm-eyes-100b-of-its-devices-to-be-ai-ready-by-next-year-end?source=wsb_podcast:ai_chip_war_heating_up provide updates on their AI processor plans. (0:16) NYSE trading https://seekingalpha.com/news/4112345-nyse-equities-investigating-reported-technical-issue-reports?source=wsb_podcast:ai_chip_war_heating_up show Berkshire Hathaway down 99%. (1:45) JPMorgan https://seekingalpha.com/news/4112285-restaurant-check-krispy-kreme-sweetgreen-and-mcdonalds-are-recommended-at-jp-morgan-while-cava-is-downgraded?source=wsb_podcast:ai_chip_war_heating_up on the restaurant sector. (2:52) Show Notes...

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Nvidia, AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs in on the restaurant sector. (2:52)

Show Notes
'Sell in May and go away' didn't work (again) but that's good for the year
ISM Manufacturing PMI declines in May for a second month in disappointing print
Waste Management confirms deal to buy Stericycle for $62/share

Episode transcripts seekingalpha.com/wsb
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Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
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