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The Morning After

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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 recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and Nasdaq's historical performances, the potential impacts of interest rates on technology stocks, and valuations in a broad market context. The discussion also covers individual stocks like Apple, Tesla, Adobe, Microsoft, and the significance of recent trends in network security stocks such as Zscaler.

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

149 episodi

Artwork

The Morning After

Okay, Computer.

20 subscribers

published

iconCondividi
 
Manage episode 440775413 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 recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and Nasdaq's historical performances, the potential impacts of interest rates on technology stocks, and valuations in a broad market context. The discussion also covers individual stocks like Apple, Tesla, Adobe, Microsoft, and the significance of recent trends in network security stocks such as Zscaler.

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

149 episodi

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