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After The AI Gold Rush with Guy Adami | Okay, Computer.

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Manage episode 428140865 series 2938944
Content provided by Risk Reversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Risk Reversal Media 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.

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves with xAI and the competitive landscape involving OpenAI, Alphabet, and Anthropic. The guys touch on Apple's market cap surge post-WWDC and debates surrounding its valuation. Furthermore, they examine Tesla's stock performance and its AI-driven initiatives, despite recent struggles in the auto sector. Lastly, the duo analyze Meta and Alphabet's promising valuations and revenue growth potentials amidst the broader tech landscape.

Further Reading

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

615 episodes

Artwork
iconShare
 
Manage episode 428140865 series 2938944
Content provided by Risk Reversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Risk Reversal Media 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.

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves with xAI and the competitive landscape involving OpenAI, Alphabet, and Anthropic. The guys touch on Apple's market cap surge post-WWDC and debates surrounding its valuation. Furthermore, they examine Tesla's stock performance and its AI-driven initiatives, despite recent struggles in the auto sector. Lastly, the duo analyze Meta and Alphabet's promising valuations and revenue growth potentials amidst the broader tech landscape.

Further Reading

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

615 episodes

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