Chip Stocks Are Skyrocketing & Lucky Strike Bowling a Monopoly?
Summary
Hosts Neil Freiman and Toby Howell discuss the historic surge in chip stocks driven by AI demand, contrasting it with the dot-com bubble. They cover a lawsuit accusing Lucky Strike of monopolizing bowling, the University of Michigan’s massive OpenAI investment windfall, and upcoming IPOs for Dunkin’ and Lime. The episode also previews Trump’s summit with Xi Jinping, new inflation data, and major sports events.
Topics discussed
J.P. Morgan Sponsorship
Most Popular and Rising Baby Names
AT&T Business Sponsorship
Chip Stock Melt-Up and AI Demand
Lucky Strike Monopoly Lawsuit and Bowling
University of Michigan's OpenAI Investment
Sponsors: NetSuite, Aflac, and Public
Dunkin' and Lime IPO Filings
Trump-Xi Summit and Inflation Report
Sports Playoffs and Shrek Re-release
Outro and Stitch Fix Sponsorship
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