Stocks are clawing back their earlier losses as investors shake off concerns about tech companies potentially overspending on AI.
Brian Sullivan and Kelly Evans are joined on set by Interactive Brokers’ Steve Sosnick and Fundstrat’s Mark Newton to hear their takes on the state of the markets and whether investors should be buying into the mega-cap tech dip.
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Apr 2023
Monster week ahead for earnings - Plus, Tesla stock hits the skids 4/21/23
<p>Wall Street is getting ready to hear from tech heavyweights including Alphabet, Meta Platforms and Amazon. The “Fast Money” traders tackle whether next week is the real test for markets with tech front and center. And, why Tesla’s big drop is revving up a number of shareholde ... Show More
22m 54s
Apr 2025
Big Tech On Deck, A Transports Warning… And Foreign Money At Risk 4/28/25
<p>Big tech earnings are coming up and top tech analyst Dan Niles says the bar has been raised for the group. Where he sees the space heading next. Plus, Why transport stocks are flashing warning signs, prices hikes from China retailers, a bearish call on pharma, and why foreign ... Show More
43m 35s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Oct 2024
SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24
<p>Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around ... Show More
42m 26s