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Intel shares slide as costs pile up
Chuck Zodda and Mike Armstrong discuss the major themes dominating markets over the previous three months. Intel shares slide as costs pile up in a bid to meet AI demand. China tells Alibaba and other tech firms to ready Nvidia H200 orders. CEOs wary of a jittery US consumer as global tensions intensify. How banks can appease Trump on credit card rates. Wall Street braced for a private credit meltdown.
The skinny
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