Markets are mixed, semiconductors are under pressure, and AI’s next big question is all about funding. We break down the latest moves—from Microsoft’s custom chips to China’s DRAM ambitions—and what investors may be watching next. Tune in for the full market rundown!
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0:05 - Market Close and Initial Pressures
1:54 - AI Investment and Financing Concerns
6:07 - Market Catalysts and Stock Declines
11:52 - Big Tech Leadership and Market Outlook
13:55 - Semiconductor Sentiment and CXMT Competition
19:05 - Microsoft's Maia Chip and HBM Demand
22:26 - China Cuts Electric Vehicle Export Rebates
24:04 - Meta's Agentic AI Monetization
