Wall Street Breakfast
China ramps up chip war
China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgraded ahead of earnings. Mobile apps see mostly strong global download data.
Show links:
Time is on China's side in the chip war - here's the Jefferies trade
Meta Platforms could have $925M tax bill from Italy after assessment
Coinbase cut to Neutral at Piper on valuation, 'too much uncertainty'
Factory orders rise less than expected in May
Show links:
Time is on China's side in the chip war - here's the Jefferies trade
Meta Platforms could have $925M tax bill from Italy after assessment
Coinbase cut to Neutral at Piper on valuation, 'too much uncertainty'
Factory orders rise less than expected in May
- Broadcast on:
- 05 Jul 2023
China ups the chip battle stakes with controls on essential metals exports. Netflix (NFLX) is upgraded ahead of earnings. Mobile apps see mostly strong global download data.
Show links:
Time is on China's side in the chip war - here's the Jefferies trade
Meta Platforms could have $925M tax bill from Italy after assessment
Coinbase cut to Neutral at Piper on valuation, 'too much uncertainty'
Factory orders rise less than expected in May
Show links:
Time is on China's side in the chip war - here's the Jefferies trade
Meta Platforms could have $925M tax bill from Italy after assessment
Coinbase cut to Neutral at Piper on valuation, 'too much uncertainty'
Factory orders rise less than expected in May