Chips, Streaming, and Storm Fronts

Alex and Morgan begin with a look at today’s weather headlines, from heat and storm warnings across the U.S. to a localized Sacramento forecast. The market summary includes a check-in on the Dow Jones, S&P 500, and Bitcoin, offering listeners a quick pulse on the current economic climate.

AMD Earnings and U.S.–China Chip Tensions Intensify The hosts unpack AMD’s recent financial performance, including quarterly gains and long-term outlook amid geopolitical uncertainty. They also examine the broader impact of rising U.S.–China tensions, focusing on export restrictions tied to Nvidia’s H20 AI chip and access to rare earth minerals ...