Editorial companion

What stands out

Tim Archer, Lam Research’s CEO, discussed a stepped-up investment in chip research and development while Bloomberg flagged Russia preparing to escalate its attacks on Ukraine, the sort of geopolitical stress that reverberates through semiconductor supply chains and capital spending. The show also put Nvidia in the spotlight with an earnings preview from Bokeh Capital’s Kim Forrest, and a discussion about competition to Nvidia’s AI lead. Follow-ups in newsfeeds then surfaced an insider sale at Lam and renewed speculation that big tech rivals could chip away at Nvidia’s dominance.