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Apple Considers Using Intel, Samsung to Build Device Processors

Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains.

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Focus on Cyclical, Structural Impacts of Iran War: Manulife IM

Marc Franklin of Manulife Investment Management says the focus is on what are the cyclical and structural impacts of the Middle East conflict. Franklin says there's a "preference more towards the US" than Europe. He adds that within the equity market construct, the firm likes structural plays, such as tech and AI "which still seem to have good tailwinds."

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Guggenheim's Walsh Sees Fed Cutting Once More This Year

Guggenheim Partners Investment Management CIO Anne Walsh discusses the outlook for the equity, oil and fixed income markets. Speaking at the Milken Institute Global Conference in Beverly Hills, California, Walsh sees an extended Iran conflict as the big risk to markets and predicts one more Federal Reserve rate cut this year.

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Kalshi's Quintenz: Prediction Markets are Not Casinos

Former CFTC Commissioner and current Kalshi board member Brian Quintenz discusses the evolving landscape of prediction markets and how federally regulated prediction markets and state-regulated sports books can coexist. He talks with Katie Greifeld and Romaine Bostick at the Milken Institute Global Conference in Beverly Hills, California.

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