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Big Tech Earnings: What We’ve Learned So Far | Okay, Computer.

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Manage episode 431667652 series 2866750
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 explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into the performance of key companies like NVIDIA and AMD. The duo also looks ahead to upcoming earnings reports from other major tech players. Throughout, they highlight the importance of understanding market expectations, the economic environment, and the role of artificial intelligence in shaping tech trends.

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

628 episodes

Artwork
iconShare
 
Manage episode 431667652 series 2866750
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 explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into the performance of key companies like NVIDIA and AMD. The duo also looks ahead to upcoming earnings reports from other major tech players. Throughout, they highlight the importance of understanding market expectations, the economic environment, and the role of artificial intelligence in shaping tech trends.

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

628 episodes

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