00:00:24 Uncertainty continues to cloud the semiconductor sector, with investors wary of the potential impacts of stricter US export controls and President Trump’s proposed tariffs. Despite these concerns, Doug Bettinger, CFO of Lam Research (LRCX), points out that current regulations don’t seem to impact demand significantly. "The government regulations that are there kind of feel like we’re in a steady-state pattern right now," Bettinger explains in reference to the impact of government regulations on demand. Bettinger emphasizes a strong outlook for the year, driven by investments in artificial intelligence (AI), which he believes will continue to require significant semiconductor content. Despite challenges, Bettinger remains confident in future growth, citing the importance of constant innovation in chip technology. "All of our customers are moving to that next process node to get the next level of performance," he states, citing AI as the main driver of this. "The demand for semiconductors, broadly speaking, is quite good this year," Bettinger adds.
00:06:53 Yahoo Finance anchors Madison Mills and Alexandra Canal break down key developments in Big Tech and the latest earnings results out today. Tastytrade CEO JJ Kinahan discusses artificial intelligence (AI) advancements and their impact on the tech (XLK) and healthcare sectors (XLV). Vanguard’s Gavin Filmore explores Vanguard’s S&P 500 ETF (VOO) overtaking the SPDR S&P 500 ETF Trust (SPY) as the largest ETF in the world. Yahoo Finance markets and data editor Jared Blikre analyzes Meta Platforms’ (META) 2025 momentum after snapping its 20-day winning streak on Tuesday.
00:14:46 Yahoo Finance anchor Josh Schafer reports on the Chart of the Day which looks at Nvidia reschuffling its portfolio and the impact on the stocks that were bought and sold.
00:17:06 Intel (INTC) shares pop on reports that Broadcom (AVGO) and Taiwan Semiconductor Manufacturing Company (TSM) are considering deals to split Intel into two. Wedbush Securities managing director of hardware equity research Matt Bryson joins Market Domination with Julie Hyman and Alexandra Canal to discuss the challenges a potential deal would face. Bryson says the regulatory hurdles are "really the question" of the potential deal. He explains whether the "Trump administration [would] be willing to allow a Taiwanese company to operate the largest set of fab assets in the US" will matter. "Then also you run into issues in terms of getting this deal across or by other regulatory authorities," the analyst says, noting that there will likely be a question of competition as all players involved hold a significant market share, comparing the two companies’ prospective holds on chip manufacturing factory production.
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