semiconductor market

Are little luxuries are still scoring with consumers? (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech race. - More uses for weightloss drugs. (13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy. Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO Host: Deidre Woollard Guests: Sanmeet Deo, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Tim Sparks Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Alongside Gemini 1.5's massive new context window, and Sora's mindblowing video generation, Groq has come along to redefine how fast we think LLMs can be. NLW explores people's reactions and the implications for new use cases. INTERESTED IN THE AI EDUCATION BETA? Learn more and sign up https://bit.ly/aibeta Today's Sponsors: Notion - Notion AI. Knowledge, answers, ideas. One click away. - https://notion.com/aibreakdown ABOUT THE AI BREAKDOWN The AI Breakdown helps you understand the most important news and discussions in AI.  Subscribe to The AI Breakdown newsletter: https://theaibreakdown.beehiiv.com/subscribe Subscribe to The AI Breakdown on YouTube: https://www.youtube.com/@TheAIBreakdown Join the community: bit.ly/aibreakdown Learn more: http://breakdown.network/