Taiwan will invest $250B in U.S. chipmaking 1/15/26
Commerce Secretary Howard Lutnick discusses the new trade deal between the U.S. and Taiwan. Evercore ISI's Head of Internet Research Mark Mahaney breaks down what it could mean for the hyperscalers. And what is the impact of the Department of Justice's investigation into Fed Chair Jerome Powell?
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Show Notes
Commerce Secretary Howard Lutnick discusses the new trade deal between the U.S. and Taiwan. Evercore ISI's Head of Internet Research Mark Mahaney breaks down what it could mean for the hyperscalers.
And what is the impact of the Department of Justice's investigation into Fed Chair Jerome Powell?
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