This podcast episode of Bloomberg Intelligence covers various market and economic topics. It includes discussions on Micron's stock performance with semiconductor analyst Jake Silverman, focusing on high bandwidth memory and AI's impact on the memory chip market. Media analyst Geetha Ranganathan discusses Jimmy Kimmel's return to television and its implications for ABC and Disney, including financial impacts and cultural considerations. U.S. home building analyst Drew Reading analyzes new housing market data, cautioning against over-interpreting recent surges due to data volatility and labor market concerns.
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