Jun 2024

6m 45s

AI chip war heats up

About this episode

Nvidia, AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs in on the restaurant sector. (2:52)

Show Notes
'Sell in May and go away' didn't work (again) but that's good for the year
ISM Manufacturing PMI declines in May for a second month in disappointing print
Waste Management confirms deal to buy Stericycle for $62/share

Episode transcripts seekingalpha.com/wsb
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