Episode Details

Semis in focus as Broadcom unveils a new custom chip with OpenAI, Micron awaits earnings after the bell, and Cerebras shares slump on the company's first report as a public company. Cerebras' CEO joined the team with his first take on the stock move. Plus: a live look at the world's largest gas turbine engine factory - and what it means for stocks like GE Vernova - along with reaction from the head of one of the nation's biggest homebuilders to the President's surprise pivot on a key housing affordability bill. 

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