After The AI Gold Rush with Guy Adami
33:45 Share

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

• Musk’s xAI and Oracle End Talks on a Server Deal (The Information))

• Elon’s Reply on X)

• Roger McNamee on the AI bubble)

—

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