Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition. They also touch on specific instances of insider trading and sell-offs in companies like Dell, along with the economic implications of unemployment rates on enterprise spending. Additionally, they analyze the future of FinTech and generative AI, expressing skepticism about the ongoing enthusiasm and pointing out the risks of a potential slowdown.
—
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 [email protected]) 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
PodQuest PodQuest Podcast Discovery Engine