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Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24

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Manage episode 418057964 series 2874535
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the implications of a potential landmark deal with Apple. And despite big gains from GLP-1 makers, health care is underperforming the broader market this year, and our market guest has three value names in the space.

  continue reading

1223 episodes

Artwork
iconShare
 
Manage episode 418057964 series 2874535
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the implications of a potential landmark deal with Apple. And despite big gains from GLP-1 makers, health care is underperforming the broader market this year, and our market guest has three value names in the space.

  continue reading

1223 episodes

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