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Podcast: InvestTalk
Episode: Semiconductors: The "Custom Chip" War
Description: It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Quince: https://quince.com/INVEST