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 ... Show More
Mar 9
Credit Isn't A Problem... Until It Is
Dan Nathan and Guy Adami break down a messy macro picture after the latest nonfarm payrolls miss: a softening labor market, sticky inflation, and an equity tape that still looks oddly calm on the surface. They dig into rising credit stress in banks and private credit, what the V ... Show More
32m 7s
Mar 6
Does The Future Freak Cameron Dawson Out Or Is Everything Alright?
Guy Adami and Dan Nathan welcome Cameron Dawson, CIO of NewEdge, to discuss market psychology versus history, arguing that positioning, sentiment, and flows show continued retail buying and complacency even as institutions reduced equity exposure around “Liberation Day.” Dawson h ... Show More
50m 44s
Nov 2024
20Product: Is an AI Winter Approaching | The Future of AI Software Development: What is Real & What is BS | OpenAI: WTF is Going on & How Far Into Application Layer Do They Go | The Future Role of Software Engineers with Guy Podjarny
<p dir="ltr">Guy Podjarny founded Tessl, Snyk and Blaze. Tessl is reimagining software development for the AI era and shaping AI Native Development. Snyk created and leads the Developer Security category, and is now a multi-billion dollar company with over 1,000 employees. Guy wa ... Show More
46m 10s
Feb 2025
Instant Reaction: Alphabet Slides After Cloud Sales Fall Short
Google parent Alphabet posted fourth-quarter revenue that missed analysts’ expectations as growth in its cloud business slowed. The shares fell more than 8%. Sales, excluding partner payouts, were $81.6 billion, Alphabet said Tuesday in a statement. Analysts had projected $82.8 b ... Show More
18m 5s
Nov 2024
AI Innovations: The Latest from Anthropic and OpenAI
In this episode, Jamie and Jaeden discuss the latest developments in the AI industry, focusing on major players like Anthropic, OpenAI, and Perplexity. They explore Anthropic's recent price increase for their new model, the implications of Perplexity's offer to assist the New Yor ... Show More
17m 42s
Dec 23
Which tech trends are rising to the top of the business agenda?
Global competition has intensified, and the demand for energy and computing power is growing exponentially as companies embed AI, robotics, and other technologies into their everyday business processes. McKinsey’s annual outlook on technology trends points to 13 “frontier” trends ... Show More
36m 11s
Jan 2025
China's AI challenger sends shockwaves
<p>After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of ... Show More
10m 27s
Jan 2025
DeepSeek Disrupts, Big Tech Responds
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
(00:44) Jason Moser and Asit Sharma discuss:
- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech lead ... Show More
39m 24s
Oct 2025
1006. Insights: AI in banking - What it really means for the customer
About this episode: AI is everywhere-your newsfeed, your boardroom, your LinkedIn inbox. But when it comes to real, customer-facing use cases in finance… there’s not much to see. Why isn’t AI transforming the customer experience yet? What’s working behind the scenes, and what’s j ... Show More
48m 27s