Kunjan Sobani (Isabelle Lee-Kunjan Sobhani)
Senior semiconductor analyst at Bloomberg Intelligence based in San Francisco who provides in-depth company research and analysis on chipmakers and AI hardware demand.
Best podcasts with Kunjan Sobani (Isabelle Lee-Kunjan Sobhani)
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9 snips
Feb 26, 2026 • 26min
Chipmakers Sink as Nvidia Fails to Dispel AI Worry
Geetha Ranganathan, media analyst covering Warner Bros. Discovery and Paramount, breaks down M&A tradeoffs and network weakness. Swamy Kotagiri, Magna CEO, explains margins, tariff effects, and auto supplier outlook. Kunjan Sobani, senior semiconductor analyst, examines Nvidia, AI hardware demand, and China export limits. Gene Munster, veteran tech analyst, frames market reaction and AI trade dynamics.
