Barry Wood, RTHK's International Economics Correspondent and Gary Ng, Senior Economist for APAC Thematic Research at Natixis, join Nitin Dialdas to look at the strong earnings from financials in the US, all while Nvidia says they will be taking a US$5.5 billion charge to export their H20 graphics processing units to China and other destinations.

Greg Van, CEO of Endowus, talks about what you need to know about investing in the AI sector.

Ross Feingold, Director of Research at Caerus Consulting, talks about Dutch chip company ASML's warnings that geopolitical tensions and export controls are hindering innovation in the industry, and Japan's expansion of its semiconductor presence globall.