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 the competitive landscape involving OpenAI, Alphabet, and Anthropic. The guys touch on Apple's market cap surge post-WWDC and debates surrounding its valuation. Furthermore, they examine Tesla's stock performance and its AI-driven initiatives, despite recent struggles in the auto sector. Lastly, the duo analyze Meta and Alphabet's promising valuations and revenue growth potentials amidst the broader tech landscape.
Further Reading
—
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