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Feb 2024
59m 3s

People Get Ready & A Conversation with V...

RiskReversal Media
About this episode
On this episode of “On The Tape,” Vincent Daniel joins Guy Adami, Dan Nathan and Danny Moses to discuss strange things happening in the stock market, Vinny’s energy picks and the Fed in a tough spot. Later they chat with Cameron Dawson, CIO of NewEdge, about high volatility times, the AI bubble, earnings & the Fed. Topics: Strange Happenings in the Stock M ... Show More
Up next
Apr 24
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point
Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they turn asset-heavy and free cash flow falls. They note extreme momentum in semis (r ... Show More
38m 8s
Apr 22
Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb
Dan Nathan interviews Wedbush's Dan Ives on “Okay, Computer.” about Tim Cook unexpectedly stepping down as Apple CEO (remaining chairman) ahead of WWDC, Apple’s still-unclear AI strategy, and why Apple’s installed base could make it a key “toll collector” for consumer AI via edge ... Show More
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Apr 20
"The Market Will Never Go Down Again"
Dan Nathan and Guy Adami discuss an unusually persistent market rally, with a “sea of green” pushing the S&P 500 to new highs as crude oil reverses lower on signs the Strait of Hormuz remains open during a ceasefire. They debate whether investors are conditioned to buy dips even ... Show More
38m 50s
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