On this episode of Okay, Computer. Dan Nathan is joined by his “On The Tape)” co-host Guy Adami to discuss the flight to quality in the public markets (1:30), valuations as a timing tool (4:30), Big Tech Takes a Back Seat After the AI Hype Cycle) (6:00), Goldman Sees Earnings-Led Rally in Big Tech Stocks After Rout) (8:40), semiconductor stocks (11:40), and big tech technicals (13:30). Later, Trevor Marshall of Current drops by to discuss What to expect from SBF’s trial - and after) (19:00), JPMorgan’s UK bank Chase to ban crypto transactions) (12:30), Why the U.S. needs a better instant payments system) (14:00)
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