InvestTalkpodcast
Semiconductors: The "Custom Chip" War
Wednesday, February 18, 2026View original
It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.
Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).
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