![Disney’s Inflection Point… and China’s Chip Check 3/25/24 - podcast episode cover](https://image.simplecastcdn.com/images/91198a9a-b3b9-4946-a1e3-5a87b0d28f63/7d704070-e67d-4e46-8e51-0d169e84ab6a/3000x3000/fast-money-podcast-cover-art-3000x3000-v04.jpg?aid=rss_feed)
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.