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Divergences Abound in the Nasdaq

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Contenuto fornito da Risk Reversal Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Risk Reversal Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition. They also touch on specific instances of insider trading and sell-offs in companies like Dell, along with the economic implications of unemployment rates on enterprise spending. Additionally, they analyze the future of FinTech and generative AI, expressing skepticism about the ongoing enthusiasm and pointing out the risks of a potential slowdown.

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

147 episodi

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Divergences Abound in the Nasdaq

Okay, Computer.

20 subscribers

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iconCondividi
 
Manage episode 424214258 series 3292772
Contenuto fornito da Risk Reversal Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Risk Reversal Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition. They also touch on specific instances of insider trading and sell-offs in companies like Dell, along with the economic implications of unemployment rates on enterprise spending. Additionally, they analyze the future of FinTech and generative AI, expressing skepticism about the ongoing enthusiasm and pointing out the risks of a potential slowdown.

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

147 episodi

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