On Tech Inflation, Nvidia & Humanoid Robots

As demand for AI surges and the war-related supply shocks that have raised materials prices continue, semiconductor chip prices have skyrocketed. In turn, that has bumped up the prices consumers pay for tech devices, suddenly and dramatically. Jackie examines the tech-inflation ripple effect and what may help restore balance to the market in coming years: new semiconductor factories planned in the US. … Also: Nvidia stock is trading at a bargain-basement forward P/E multiple—some reasons why. ... And: More and more Chinese companies are churning out robots that are more and more humanlike. China wants to corner the global market for humanoid robots, but the US government has banned their importation.