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