00:00 Speaker A Nvidia is shaping up to overtake Apple as Taiwan Semiconductor’s top customer in 2026, a shift that could reshape the chip sector for more than we’re bringing in now. 00:10 Speaker A Ben Bajarin, CEO and principal analyst at Creative Strategies. Ben, my friend, always great to see you. So let’s dig … Read more
00:00 Josh Pillar number one, no surprise, AI, lots of excitement for investors, Tom. He helped to carry out this market in 2025. I’m curious how you see AI trading and trends evolving in 2026, Tom. 00:30 Tom Good afternoon, Josh. Thanks so much for talking to me and Happy New Year everyone. Yes, then, … Read more
00:00 Speaker A I thought your comments Gentlemen on the dollar were interesting where you call for a structural decline in the US dollar next year. How to Kamrage? Why does the dollar weaken even when the economy remains resilient? 00:15 Kamraj Well, I think this is the bit. I mean, if you look at … Read more