GlobalFoundries Exec on Domestic Chip Manufacturing, Buffett’s Biggest Deal Since 2022, FICO CEO Will Lansing, PNC's Ma on Market Action

GlobalFoundries Exec on Domestic Chip Manufac...

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Trump Returns from China Trip, What Comes Next in the IPO Market, Axon CEO AI and Security 5/15/26

Former Under Secretary of Commerce for International Trade, Stefan Selig, breaks down the President’s China trip and why both countries could come out winners, despite a lack of deal announcements. Then following the blockbuster IPO for chipmaker Cerebras, what should investors e ...  Show more

Early Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26

Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, ...  Show more

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