A noted value investor is picking up a pretty expensive chip stock, he tells us why. Options activity reveals the bulls are staying with this year’s top-performing sector, while there’s still no love for one of the laggards. Plus, in Earnings Exchange: is China tech turning around? Can an electronics retailer keep its head above water? And why inventories are a concern for one discounter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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The Exchange