WS #14123
The US administration is urging Apple to avoid Chinese memory chips (CXMT), which could benefit US memory makers like Micron (MU) and exacerbate the memory chip shortage. Berkshire added $17B to its Alphabet stake in Q2, making it the third-largest holding, a strong bullish signal for GOOGL. Anthropic has filed for an IPO with no valuation discussed, but reports suggest a potential $2T target, which could be a major catalyst for AI sentiment.
US Pressure on Apple to Avoid Chinese Memory Chips
The US administration is urging Apple to avoid Chinese memory chips (CXMT), which could benefit US memory makers like Micron (MU) and exacerbate the memory chip shortage.
Berkshire added $17B to its Alphabet stake in Q2, making it the third-largest holding, a strong bullish signal for GOOGL.
Anthropic has filed for an IPO with no valuation discussed, but reports suggest a potential $2T target, which could be a major catalyst for AI sentiment.