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Two Red Flags From Big Tech, and the Danger Lurking in Bank Balance Sheets 4/10/23

44 min•10 april 2023

Taiwan Semi posting its first monthly drop in revenue in nearly four years, and Apple seeing a huge drop in PC shipments for the latest quarter. What these two data points could signal about Q1 tech earnings. And speaking of earnings, banks kick off the season in a few days, giving us our first look at the impact of the banking crisis. Former FDIC Chair Sheila Bair is watching for in the results.

 

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