SB Talks
SB Talks: Chipwreck & the Global Crosscurrents
13:14
In this episode of SB Talks, CEO Vincent O'Neill sits down with CIO Nick Ryder to unpack the market's latest "chipwreck" as high-flying semiconductor stocks hit a patch of turbulence after a record-breaking run. They explore what is driving the AI investment boom, why chip makers are thriving while tech giants face growing scrutiny over spending, and whether the market is due for a reality…