Morning After: Implications For Tech & Markets
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Dan Nathan and Guy Adami discuss the market's response following Donald Trump's victory in the 2024 presidential election. They explore upward volatility in major indices like the S&P 500 and NASDAQ, the rise in 10-year U.S. Treasury yields, and record highs in Bitcoin. The discussion also covers anticipated moves by the Federal Reserve, shifts in small-cap stocks, regional banks, and potential regulatory changes under the new administration. They delve into how market dynamics might affect various sectors including tech, with a focus on Tesla, mega-cap tech, and the geopolitical implications for semiconductor companies like Taiwan Semi and NVIDIA. Both hosts consider the impact of possible policy adjustments on the stock market and foreign policy issues involving China and Taiwan. Additionally, they touch on prospective M&A activities, the IPO market, particularly in crypto, and the strategic moves by major investment banks.

Further Reading

• Perplexity Nears $9 Billion Valuation in Investment Led by IVP (The Information))

• Goldman, JPMorgan Eye Crypto Clients as IPO Prospects Brighten (The Information))

• President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph (Stratechery))

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