Huge Week for Chips 5/26/23
Halftime Report
00:00
The Future of AI
There's a lot of enthusiasm around this narrative right now. It's actually taken over the Fed narrative, which is really surprising because we have strong economic data. Liquidity is going to tighten post-debt ceiling. You get any earnings disappointments out of these names. But ultimately, fundamentals are going to matter again. And we as investors have to pay attention to that.
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Transcript
