Chip shortage and AI demand justify bullish view, says Wolfe's Chris Caso
Chris Caso, Wolfe Research senior analyst, joins 'Squawk Box' to discuss the latest market trends, sate of the chip sector, Anthropic's impending IPO, and more.
https://www.cnbc.com/video/2026/10/28/chip-shortage-and-ai-demand-justify-bullish-view-says-wolfes-chris-caso.html
CNBCSquawkBox / CNBC Squawk Box
npub190…uy42e
2026-10-28 11:35:03 UTC
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npub190ztus63460xt5rf5c6u4np2wagmrwfju09yvfae2788w5dpm8es7uy42ePublished at
2026-10-28 11:35:03 UTCEvent JSON
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"content": "Chip shortage and AI demand justify bullish view, says Wolfe's Chris Caso\n\nChris Caso, Wolfe Research senior analyst, joins 'Squawk Box' to discuss the latest market trends, sate of the chip sector, Anthropic's impending IPO, and more.\n\nhttps://www.cnbc.com/video/2026/10/28/chip-shortage-and-ai-demand-justify-bullish-view-says-wolfes-chris-caso.html",
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