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Jul 2023
5m 27s

China ramps up chip war

SEEKING ALPHA
About this episode
China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgraded ahead of earnings. Mobile apps see mostly strong global download data.

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Time is on China's side in the chip war - here's the Jefferies trade
Meta Platforms could have $925M tax bill from Italy after assessment
Coinbase cut to Neutral at Piper on valuation, 'too much uncertainty'
Factory orders rise less than expected in May
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