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US Chip Sector Needs More Talent, Says SEMI

President Trump says he discussed guardrails on AI and Nvidia's H200 chips with Chinese leader Xi Jinping during a two-day summit in Beijing. Shari Liss, vice president of global workforce development and initiatives at SEMI, joins Bloomberg's Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss what this means for the US semiconductor sector.

Read more: US Chip Sector Needs More Talent, Says SEMI
Bloomberg

US Needs Another Decade to Fix $1.2 Trillion Rare Earth Crisis

Rare earths are the backbone of modern tech, and China has cornered the global market for them. As it uses that dominance as geopolitical leverage, can other countries break its grip? Joe Deaux, Bloomberg News Corporate and Economic Statecraft Reporter joins Bloomberg Businessweek Daily to discuss why global powers are racing to secure rare earths.

Read more: US Needs Another Decade to Fix $1.2 Trillion Rare Earth Crisis
Bloomberg

Fed Faces Regime Change as Powell's Steps Down as Chair

Today marks the end of Jerome Powell's term as Fed Chair. His tenure will be defined by the pandemic and his response to the inflation surge that followed. Lael Brainard, Former Director of the National Economic Council During the Biden Administration, Former Vice Chair of the Federal Reserve, Distinguished Fellow at the Georgetown Psaros Center for Financial Markets and Policy joins to discuss the future of the Fed and Kevin Warsh's Chairmanship.

Read more: Fed Faces Regime Change as Powell's Steps Down as Chair
Bloomberg

Might Be A Lid on Spread Widening: CreditSights Cisar

Winnie Cisar, global head of credit strategy at CreditSights, and Barry Knapp, director of research at Ironsides Macroeconomics and chief market strategist at Ironsides MRA, joins Scarlet Fu on "Bloomberg Real Yield." Credit investors enticed by high yields are buying up corporate bonds, shrugging off the lingering Middle East conflict and focusing instead on robust results from blue-chip businesses.

Read more: Might Be A Lid on Spread Widening: CreditSights Cisar

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