What do a US-China summit, AI agents, smart glasses, and semiconductor stocks have in common? They’re all part of the next big tech shift. Join us for a lively look at data-center power, ARM, and what Micron and Samsung earnings could mean for the market. #Technology #AI #Stocks
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0:07 - US-China Summit and Trade Outlook
2:53 - Market Reaction and Samsung Dividends
4:35 - Oracle Projects and On-Site Power
12:00 - Personal AI Agents and Changing Habits
16:59 - AI Glasses and Semiconductor Substrates
22:28 - AI Adoption and Rising Semiconductor Demand
24:26 - ARM’s Expanding Role in Computing
28:10 - Samsung and Micron Earnings Outlook