On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for.
Topics:
Intro
Earnings Expectations (3:00)
The Rally Around Big Tech (15:30)
Google’s Search Dominance (20:00 )
The Headset Wars: Why it's Apple's to Lose (23:05)
View our show notes here
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Nov 24
Cautionary Tales: Oracle, Meta & the Unseen Risks of AI Mania
On this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss recent market trends and significant movements, focusing on AI stocks like Nvidia and their earnings impacts. They delve into the consumer landscape through the lens of major retailers like Walmar ... Show More
28m 5s
Aug 2022
Market Rotation, Meme Stock Madness and Bearish Bet on Apple
On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss:
A rotation happening in the broader market
Meme stocks like Bed, Bath and Beyond soaring 400% in the last month
Tom’s prediction for cr ... Show More
29m 43s
Aug 2022
Tech Out Cadillac’s latest Escalade-V! Plus, four other guests, including the latest cyberthreats, back-to-school ideas, camera hacks.
OMG, have you seen the 2023 Cadillac Escalade-V? We talk tech with Jordan Garwood, Product Manager at General Motors
Want a gaming headset, but don’t have a huge budget? Get more bang for your buck with HyperX from HP, as you’ll hear with Mike Smith
IBM Security talks with us abo ... Show More
39m 7s
Sep 19
As painfully contrarian as ever here on triple witching day.
<p>Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some nam ... Show More
25m 40s
Sep 16
Kirk Suspect Motives, TikTok "Framework" Deal, and Tucker Carlson Plays Detective
Kara and Scott unpack the rage and division following Charlie Kirk’s assassination — and who’s fueling it. Then, the Trump administration touts a “framework” for a TikTok deal. Plus, Paramount makes a play for Warner Bros., OpenAI reshapes its partnership with Microsoft, and Tuck ... Show More
1h 11m
Feb 2025
Is Deepseek Worth the Hype?
Episode 44: How impactful is the debut of China's AI model, DeepSeek, on the global tech landscape? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) unravel everything you need to know about DeepSeek R1 in this episode, where they also dive deep on ... Show More
41m 24s