Semiconductors85 SummariesPreview · 85 full summariesOpen in the AppEpisodesPodcastThe BidOct 16275: How Geopolitics Is Redefining Defense, Energy, Technology and Global MarketsGeopolitical RiskNational SecurityEnergy SecurityChinaSemiconductorsSupply ChainsPodcastSquawk PodOct 15AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26Artificial IntelligenceSemiconductorsInflationGovernment DebtMarket BreadthAI SafetyPodcastBloomberg SurveillanceOct 15Bloomberg Surveillance TV: October 15th, 2026Artificial IntelligenceAI InfrastructureSemiconductorsInvestor SentimentMarket VolatilityRisk ManagementPodcastDavid Lin ReportOct 14AI Stocks Crack, Yields Fall, Defensives Surge; What’s Next | Cameron DawsonArtificial IntelligenceSemiconductorsInterest RatesInflationMarket BreadthCorporate EarningsPodcastMaggie LakeOct 14More Pain Ahead for the NASDAQ? With Dale Pinkert | Talking MarketsEquitiesSemiconductorsTechnical AnalysisCurrenciesFixed IncomeCommoditiesPodcastBloomberg SurveillanceOct 14Bloomberg Surveillance TV: October 14th, 2026Geopolitical RiskNational SecuritySemiconductorsArtificial IntelligenceGovernment DebtInflationPodcastBloomberg SurveillanceOct 14CPI and the AI TradeInflationMonetary PolicyInterest RatesSemiconductorsArtificial IntelligenceEmerging MarketsVideoFoFtyOct 14BULL TRAP of the YEAR: The Herd is now SETUPMarket BreadthMarket ValuationsMarket VolatilitySemiconductorsAI InfrastructureOilPodcastDavid Lin ReportOct 14Great Rotation Happening Now: Why Chip Stocks Are Falling First | Thomas HayesSemiconductorsMarket BreadthTechnology StocksAI InfrastructureMarket ValuationsEquitiesSnap42 MacroOct 13The Macro Minute: CXMT’s Breakthrough Threatens Global ChipmakersSemiconductorsAI InfrastructureMarket ValuationsPodcastUnhedgedOct 13Mortgages, diesel and the US midtermsEconomic GrowthSemiconductorsMarket ValuationsInterest RatesConsumer SpendingEnergy MarketsPodcastAdam Taggart | Thoughtful Money®Oct 13It's A New World Order For Markets | Cameron DawsonInterest RatesTechnology StocksSemiconductorsMarket ValuationsFixed IncomeRisk ManagementPodcastProf G MarketsOct 13Has Nvidia Become Too Big To Fail?SemiconductorsArtificial IntelligenceMarket StructureCorporate EarningsMarket ValuationsInterest RatesPodcastTraining DataOct 13David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of ExperienceArtificial IntelligenceAI SafetyAI InfrastructurePodcastAll-In PodcastOct 12Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught HimArtificial IntelligenceTechnology StocksVenture CapitalPodcastThe CircuitOct 12Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous RackAI InfrastructureSemiconductorsTechnology StocksPodcastMacro Hive ConversationsOct 9Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro DynamicsAI InfrastructureSemiconductorsSupply ChainsChinaInflationInterest RatesPodcastThe Monetary Matters NetworkOct 8"I've Never Seen a Demand Cycle Like This" | Top Semis Analyst Stacy Rasgon on AI ChipsSemiconductorsAI InfrastructureTechnology StocksMarket ValuationsSupply ChainsCorporate EarningsPodcastBig Technology PodcastOct 7Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosAI InfrastructureSemiconductorsTechnology StocksMarket ValuationsVenture CapitalRisk ManagementPodcastUnhedgedOct 6There is only one tradeMarket BreadthTechnology StocksArtificial IntelligenceSemiconductorsInterest RatesMarket ValuationsSnapCoin BureauOct 6AI Prices COLLAPSED. Big Tech Isn't ReadyArtificial IntelligenceTechnology StocksSemiconductorsPodcastTraining DataOct 6Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AIAI InfrastructureSemiconductorsArtificial IntelligencePodcastThe CircuitOct 5Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing PlaybookSemiconductorsTechnology StocksCorporate EarningsPodcastWealthionOct 5Your Portfolio Is One Big AI Bet — The Diversification IllusionArtificial IntelligenceSemiconductorsTechnology StocksMarket ValuationsInterest RatesRisk ManagementFirst Page1234Our Commentary · Request Removal
PodcastThe BidOct 16275: How Geopolitics Is Redefining Defense, Energy, Technology and Global MarketsGeopolitical RiskNational SecurityEnergy SecurityChinaSemiconductorsSupply Chains
PodcastSquawk PodOct 15AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26Artificial IntelligenceSemiconductorsInflationGovernment DebtMarket BreadthAI Safety
PodcastBloomberg SurveillanceOct 15Bloomberg Surveillance TV: October 15th, 2026Artificial IntelligenceAI InfrastructureSemiconductorsInvestor SentimentMarket VolatilityRisk Management
PodcastDavid Lin ReportOct 14AI Stocks Crack, Yields Fall, Defensives Surge; What’s Next | Cameron DawsonArtificial IntelligenceSemiconductorsInterest RatesInflationMarket BreadthCorporate Earnings
PodcastMaggie LakeOct 14More Pain Ahead for the NASDAQ? With Dale Pinkert | Talking MarketsEquitiesSemiconductorsTechnical AnalysisCurrenciesFixed IncomeCommodities
PodcastBloomberg SurveillanceOct 14Bloomberg Surveillance TV: October 14th, 2026Geopolitical RiskNational SecuritySemiconductorsArtificial IntelligenceGovernment DebtInflation
PodcastBloomberg SurveillanceOct 14CPI and the AI TradeInflationMonetary PolicyInterest RatesSemiconductorsArtificial IntelligenceEmerging Markets
VideoFoFtyOct 14BULL TRAP of the YEAR: The Herd is now SETUPMarket BreadthMarket ValuationsMarket VolatilitySemiconductorsAI InfrastructureOil
PodcastDavid Lin ReportOct 14Great Rotation Happening Now: Why Chip Stocks Are Falling First | Thomas HayesSemiconductorsMarket BreadthTechnology StocksAI InfrastructureMarket ValuationsEquities
Snap42 MacroOct 13The Macro Minute: CXMT’s Breakthrough Threatens Global ChipmakersSemiconductorsAI InfrastructureMarket Valuations
PodcastUnhedgedOct 13Mortgages, diesel and the US midtermsEconomic GrowthSemiconductorsMarket ValuationsInterest RatesConsumer SpendingEnergy Markets
PodcastAdam Taggart | Thoughtful Money®Oct 13It's A New World Order For Markets | Cameron DawsonInterest RatesTechnology StocksSemiconductorsMarket ValuationsFixed IncomeRisk Management
PodcastProf G MarketsOct 13Has Nvidia Become Too Big To Fail?SemiconductorsArtificial IntelligenceMarket StructureCorporate EarningsMarket ValuationsInterest Rates
PodcastTraining DataOct 13David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of ExperienceArtificial IntelligenceAI SafetyAI Infrastructure
PodcastAll-In PodcastOct 12Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught HimArtificial IntelligenceTechnology StocksVenture Capital
PodcastThe CircuitOct 12Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous RackAI InfrastructureSemiconductorsTechnology Stocks
PodcastMacro Hive ConversationsOct 9Ep. 379: Paul Cavey on East Asia's AI Tech Boom, Semiconductor Exports, and Macro DynamicsAI InfrastructureSemiconductorsSupply ChainsChinaInflationInterest Rates
PodcastThe Monetary Matters NetworkOct 8"I've Never Seen a Demand Cycle Like This" | Top Semis Analyst Stacy Rasgon on AI ChipsSemiconductorsAI InfrastructureTechnology StocksMarket ValuationsSupply ChainsCorporate Earnings
PodcastBig Technology PodcastOct 7Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosAI InfrastructureSemiconductorsTechnology StocksMarket ValuationsVenture CapitalRisk Management
PodcastUnhedgedOct 6There is only one tradeMarket BreadthTechnology StocksArtificial IntelligenceSemiconductorsInterest RatesMarket Valuations
SnapCoin BureauOct 6AI Prices COLLAPSED. Big Tech Isn't ReadyArtificial IntelligenceTechnology StocksSemiconductors
PodcastTraining DataOct 6Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AIAI InfrastructureSemiconductorsArtificial Intelligence
PodcastThe CircuitOct 5Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing PlaybookSemiconductorsTechnology StocksCorporate Earnings
PodcastWealthionOct 5Your Portfolio Is One Big AI Bet — The Diversification IllusionArtificial IntelligenceSemiconductorsTechnology StocksMarket ValuationsInterest RatesRisk Management
