AI’s Next Big Test.. And China Tech Climbs 9/8/25 - podcast episode cover

AI’s Next Big Test.. And China Tech Climbs 9/8/25

Sep 08, 202544 min
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Episode description

The AI trade gets a boost, even as data suggests companies are slowing down adoption. What the pullback could mean for semi stocks, and the broader tech space. Plus China stocks jumping to start the week, despite disappointing export data for the country. The names leading the climb, and what it means for the next move out of the mainland markets.

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