Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of OpenAI and Anthropic. Then, Vanda’s Jens Nordvig explains how prolonged dollar weakness could send gold prices surging. Plus, the countdown to Meta’s child safety trial, Nike stumbles to 12-year lows and how to trade home improvement stocks into earnings.
Podden och tillhörande omslagsbild på den här sidan tillhör
CNBC. Innehållet i podden är skapat av CNBC och inte av,
eller tillsammans med, Poddtoppen.
