Disney’s Inflection Point… and China’s Chip Check 3/25/24 - podcast episode cover

Disney’s Inflection Point… and China’s Chip Check 3/25/24

Mar 25, 202443 minTranscript available on Metacast
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Episode description

Disney’s boardroom battle nearing a head as investors look to the company’s annual shareholder meeting next week. But with shares climbing since Activist investor Nelson Peltz got involved, could a proxy battle boost the media giant even further? Plus China sidelining semis. The country looking to phase out U.S. chips, delivering a blow to some top tech names. What the mainland move could mean for the semi space.

 

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