Rule Changes → Chip Charges

Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit.

(00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis.

Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space.

Companies mentioned: NVDA, PLD, AOT

Host: Mary Long

Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer

Engineer: Dan Boyd

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