Episode Details
Back to EpisodesDisney’s Inflection Point… and China’s Chip Check 3/25/24
Published 1 year, 11 months ago
Description
Disney’s boardroom battle nearing a head as investors look to the company’s annual shareholder meeting next week. But with shares climbing since Activist investor Nelson Peltz got involved, could a proxy battle boost the media giant even further? Plus China sidelining semis. The country looking to phase out U.S. chips, delivering a blow to some top tech names. What the mainland move could mean for the semi space.