Neil Dingman, William Blair energy analyst, explains oil, LNG and supply shocks amid Middle East tensions. Dom Rizzo, T. Rowe Price portfolio manager, breaks down semiconductor supply, Micron and AI-driven chip demand. Sasan Ghodrzi, Intuit CEO, discusses buybacks, AI in tax and product strategy. They talk markets, energy, semiconductors and corporate AI moves in quick, market-focused segments.
