President Donald Trump has declared “the long and painful nightmare” in Gaza to be over in his address to the Israeli Parliament, the Knesset. Lead negotiator between Israel and Hezbollah under President Biden Amos Hochstein discusses the ceasefire terms, the future of the Middle East, and global oil prices. Meanwhile, chip stocks are rallying after the U.S. government deepened its financial ties to semiconductors. Former Intel CEO Pat Gelsinger weighs in on Washington’s stake in the company, the CHIPS Act, AI competition, and whether we are in an AI bubble. Plus, China vows retaliation against Trump’s 100% tariffs, and JPMorgan Chase is pledging $10 billion toward industries critical to U.S. national security.
In this episode:
Pat Gelsinger, @PGelsinger
Amos Hochstein, @amoshochstein
Leslie Picker, @LesliePicker
Eunice Yoon, @onlyyoontv
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa, @CameronCostaNY
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