エピソード

  • TechCheck with Guy Adami & a Conversation with Scott Wapner
    2024/10/30
    Guy Adami joins for a special pod to discuss developments surrounding semiconductor companies, particularly NVIDIA and AMD, and their impact on market dynamics. They investigate AMD's recent performance and guidance within the context of the growing AI ecosystem and competition with NVIDIA. The episode also covers the volatile stock movements of Super Micro, Dell, and CDWC, examining factors such as market cap trends and competitive pressures. Shifting focus, they analyze Google and Meta's strategic integration of AI to boost ad revenues and market positioning, emphasizing Google's recent positive earnings report. The episode wraps up with insights into the fluctuating fortunes of Snap and the ascent of Reddit in the digital advertising space. Dan Nathan is joined by CNBC’s Scott Wapner, known for hosting ‘Halftime Report’ and ‘Closing Bell.’ They reminisce about Scott's career journey, from his pre-CNBC days to hosting prominent shows, discussing the market dynamics over the years, especially in the backdrop of the financial crisis. Wapner also delves into his sports memorabilia collection, his interactions with sports figures, and evolving market commentary. Highlights include the critical role of financial crises in shaping market perspectives, responsibility in stock recommendations, and the nuances of hosting market-focused shows. The conversation shifts to sports, discussing MLB's Dodgers-Yankees rivalry and the rising valuations of sports teams, touching on the impact of private equity in the sports market. Checkout Scott's Book 'When the Wolves Bite' — 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 contact@riskreversal.com 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
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    1 時間 5 分
  • MegaCap Tech Vibe Check with Deirdre Bosa & Brad Erickson
    2024/10/29
    Dan Nathan hosts Deirdre Bosa delve into earnings projections for Alphabet, AMD, PayPal, Microsoft, Meta, Apple, Amazon, and Uber. The conversation explores the broader market trends, including the resilience of the S&P and Nasdaq, and the influence of macroeconomic factors like treasury yields. They discuss the regulatory challenges facing tech giants like Google and their impact on AI innovation. The episode also touches on Meta's AI Ray-Bans, Snap's spectacles, and the strategic AI investments of Microsoft and OpenAI. The upcoming presidential election's implications for big tech, especially regarding regulatory changes under different administrations, are examined. The dialogue provides valuable insights into how market leaders are navigating the evolving tech landscape amid significant economic and political changes. Dan Nathan and Brad Erickson, Internet Equity Analyst at RBC Capital Markets, discuss the upcoming earnings reports from major tech companies like Google, Meta, and Amazon. They delve into the challenges and opportunities these companies face, particularly in areas such as AI, search, ad revenue, and cloud computing. They also touch on the impact of DOJ cases and innovative products on investor sentiment and stock performance. — 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 contact@riskreversal.com 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
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    1 時間 18 分
  • Do Optimus Dream of Electric Taxis? with Gene Munster
    2024/10/16
    Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese EVs. The guys also discuss Google and Meta's integration of generative AI, shaping search results and user growth. The conversation wraps with a discussion of Apple's upcoming feature updates and their potential stock market impact. Checkout Gene's podcast 'DeepTech315' here. — 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 contact@riskreversal.com 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
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    37 分
  • Taking Stock of Waning GenAI Euphoria with Current CTO Trevor Marshall
    2024/10/09
    Dan Nathan is joined by Trevor Marshall, CTO and co-founder of Current, to explore the landscape of tech giants like Microsoft, Apple, Google, and Meta in the realm of AI development and market strategies. The discussion touches on Apple's upcoming iOS 18, Microsoft's AI complexities and its productivity suite, and Google's competitive dynamics in smart glasses. Meta's advancements in wearables and AI integration across platforms are also highlighted. Trevor shares insights into the impact of AI on productivity, the evolving competition between tech giants, and personal experiences with generative AI tools. Articles On Our Radar Microsoft’s AI Story Is Getting Complicated (WSJ) Microsoft Pitches AI for Consumers Against Crowded Field of Rivals (Bloomberg Technology) Google Searches for Its Footing in Smart Glasses as Meta Gains Ground (The Information) — 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 contact@riskreversal.com 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
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    39 分
  • Algos & Art with Masterworks Founder Scott Lynn
    2024/10/02
    Dan Nathan and Guy Adami discuss the tech market's recent decline, focusing on Apple and semiconductor stocks. They explore the influence of geopolitical tensions, particularly between Israel and Lebanon, and their impact on tech stocks. The conversation also delves into Apple's future, including its AI capabilities and market performance. The hosts analyze the performance of semiconductor companies like NVIDIA, Dell, and Micron amid the generative AI trend. After the break, Dan interviews Scott Lynn, CEO and founder of Masterworks, discussing the opportunity for average investors to invest in high-value art through a fractionalized basis, the performance of contemporary art compared to other asset classes, and the role of low correlation in portfolio diversification. Lynn also reflects on his entrepreneurial journey, the art market's dynamics, and the recent boom and bust in the NFT market. — 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 contact@riskreversal.com 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
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    51 分
  • Is the GenAI Glass Half Full Or Empty with Deirdre Bosa, Michael Dempsey & Jonathan Godwin
    2024/09/25
    Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss the latest in AI investments, including Google and Amazon's funding in Anthropic, and how these valuations are evolving. They also banter about a New York Times article scrutinizing the future impact of generative AI. The episode highlights the rapid revenue growth in companies like OpenAI and Anthropic, growing interest and skepticism towards AI from big players like Goldman Sachs, with insights from Jim Covello. The conversation touches on consumer applications of AI, such as the use of models from companies like OpenAI and Anthropic by platforms like Perplexity. Bosa explores the strategic moves by Microsoft to train its own AI models and the broader implications for the AI market. After the break, Dan Nathan is joined by Michael Dempsey, managing partner at Compound VC, and Jonathan Godwin of Orbital Materials, discussing their innovative approach using AI for advanced materials and climate tech. The episode wraps with a look at potential overcapacity in AI infrastructure and shifting strategies in major tech firms. Further Reading Will A.I. Be a Bust? A Wall Street Skeptic Rings the Alarm. (NYT) AI’s $600B Question (Sequoia Capital) Gen AI: too much spend, too little benefit? (Goldman Sachs) WhatsApp Dominates Meta AI Use (The Information) Microsoft AI Chief Suleyman Shuffles Unit Leadership, Pointing to Shift in Strategy (The Information) Why I Started Orbital Materials (Substack) — 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 contact@riskreversal.com 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
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    56 分
  • The Morning After
    2024/09/19
    Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and Nasdaq's historical performances, the potential impacts of interest rates on technology stocks, and valuations in a broad market context. The discussion also covers individual stocks like Apple, Tesla, Adobe, Microsoft, and the significance of recent trends in network security stocks such as Zscaler. — 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 contact@riskreversal.com 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
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    33 分
  • AI’s Trough of Disillusionment with Jeff Richards
    2024/09/10
    Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tech stocks. The conversation covers the recent Apple event and its potential integration of AI, why software stocks have been soft, and the ongoing challenges in the IPO market. Jeff also shares insights on shifting capital allocations, regulatory dynamics, and the future of AI-driven transformations across various sectors. The discussion ends with a deep dive into the role of private equity firms and the significant influence of private credit in today's higher interest rate environment. — 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 contact@riskreversal.com 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
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    44 分