Episode Details

We're running out of time. August 12th is around the corner—and tariff talks are heating up. In response, the U.S. is moving fast, with up to $200 billion earmarked to onshore semiconductor production.

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📈 Micron (MU) and Taiwan Semiconductor (TSMC) are both seeing a boost, with one up 7% this week alone. But what will the future hold as geopolitical pressure mounts?

🎯 MarketBeat's Gabriel Osorio-Mazilli breaks down the latest chipmaker moves, how both companies are positioned, and which is the better buy for retail investors right now.

👉 Which tech stock will thrive—no matter what the tariff talks bring? Let's dive in.

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