Disney’s Inflection Point… and China’s Chip Check 3/25/24

Disney’s boardroom battle nearing a head as investors look to the company’s annual shareholder meeting next week. But with shares climbing since Activist investor Nelson Peltz got involved, could a proxy battle boost the media giant even further? Plus China sidelining semis. The country looking to phase out U.S. chips, delivering a blow to some top tech names. What the mainland move could mean for the semi space. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.