When the Chips Are Down, Software Rallies
Semiconductors took a beating earlier this week, with major stocks like Nvidia facing the biggest pressure. On today's episode, host Mark Minnella is joined by co-hosts Seth Udinski and Sam Case to look at the rotation in the tech sector as investors begin to give software stocks a second look. Mark also shares his thoughts on tech CEOs calling for more regulation of AI. Is there good reason for it, or is regulation a "Trojan horse," as JD Vance says?
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The skinny
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