On Semis, Consumers & AI Advertising

Another day, another tariff target. President Trump’s news Tuesday that new tariffs on imports of semiconductors are coming soon got a muted negative reaction from semiconductor companies’ investors, who on the whole have been tolerant of Trump’s Tariff Turmoil. Jackie discusses where the industry’s players and investors find themselves at this point in time. … Also: Disney’s and McDonald’s earnings reports shed light on consumer demand trends last quarter. …. In our Disruptive Technologies segment: AI is taking advertising and marketing to a whole new level of targeted relevance, and it’s working.