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Best & Worst Q2 Sectors and AI in Travel 6/24/24
Manage episode 425324070 series 2860296
Tech is the best-performing sector this quarter, led by bullishness around Nvidia. Big Technology's Alex Kantrowitz explains. On the flip side, energy is the worst-performing sector, even as oil comes off a two-week winning streak. TD Cowen's Jason Gabelman lays out what's ahead. And, AI is infiltrating all parts of the economy, including travel. Needham's Bernie McTernan discusses.
893 episodes
Manage episode 425324070 series 2860296
Tech is the best-performing sector this quarter, led by bullishness around Nvidia. Big Technology's Alex Kantrowitz explains. On the flip side, energy is the worst-performing sector, even as oil comes off a two-week winning streak. TD Cowen's Jason Gabelman lays out what's ahead. And, AI is infiltrating all parts of the economy, including travel. Needham's Bernie McTernan discusses.
893 episodes
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