Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors should look out for nonfarm payroll numbers at the end of the week (00:32). Hot topics: What impact could a new AI chip curb have on companies like Nvidia (NVDA), Advanced Micro Devices (AMD) and Taiwan Semi (TSM)? (01:20) Also, what impact does a heat wave have on the economy? (03:54)

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Texas power demand surges to new all-time high amid heat wave
U.S. GDP growth revised up to 2.0% in third estimate, exceeding consensus
Micron leads chips lower as investors fret about recovery
Nvidia: Potential AI Chip Rules May Impact Investment Case
How do you value a chip stock like Nvidia?
Nvidia leads chips higher as sector looks to end the week on solid ground
<a href="https://seekingalpha.com/news/3983611-nvidia-notable-impact-to-revenue-on-new-ai-chip-curb-analysts-believe?source=wsb_podcast:catalyst_watch_heat_waves_and_the_economy"...

Broadcast on:

01 Jul 2023