Intel Stock has more delays for its upcoming products, giving free reign to AMD and Nvidia. Broadcom AVGO and Marvell MRVL semiconductor stocks reported earnings. Tesla Stock created a short dip in SiC stock prices. International countries are not happy about North America's CHIPS Act, and AI servers have huge compound growth opportunities for AMD and NVDA. Jose Najarro, Billy Duberstein and Nick Rossolillo discuss the latest developments and outlook for various semiconductor stocks.

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00:00 Intro
01:21 [Jose] Intel Update
11:06 [Billy] Broadcom AVGO Stock Earnings
21:52 [Nick] Marvell MRVL Stock Earnings
33:17 [Billy] International Market Not Happy About Chips ACT
47:02 [Nick] Tesla makes a blip on SiC Stocks
59:55 [Jose] AI Server Updates Part 1
1:10:18 [Jose] AI Server Update Part 2