On AI & Jobs, Trump & Markets, & The Newest Semiconductors

Projections of a collapse in consumer spending as Americans lose jobs to AI en masse spooked the stock market recently—but perhaps unnecessarily. Jackie explains why that catastrophic scenario may be unlikely. … Also: A look at how various S&P 500 sectors are affected by President Trump’s policies. … And in our Disruptive Technologies segment: Not long ago, Nvidia had the AI chip market cornered; soon, new competitors with impressive advanced AI chip offerings may back Nvidia into a corner.