Generate's Investment Specialist Greg Smith was back on Newstalk ZB with Mike Hosking this morning, with plenty happening beyond the war backdrop. He discussed how Intel has surged back above its dotcom peak, driven by booming AI demand and strong government support, while China’s industrial profits are also rebounding sharply. Toyota is feeling geopolitical pressure through weaker sales and supply chain issues, though EV momentum at the world's largest automaker remains a clear bright spot.
Listen to the full interview below:
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