Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into the performance of key companies like NVIDIA and AMD. The duo also looks ahead to upcoming earnings reports from other major tech players. Throughout, they highlight the importance of understanding market expectations, the economic environment, and the role of artificial intelligence in shaping tech trends.—View our show notes <a href="https://riskreversal.com/okay-computer/">here</a>Learn more about Current: <a href="https://current.com/">current.com</a>Listen to 'Strategic Alternatives': <a href="https://www.rbccm.com/en/gib/ma-inflection-points">https://www.rbccm.com/en/gib/ma-inflection-points</a>Email us at <a href="mailto:contact@riskreversal.com">contact@riskreversal.com</a> with any feedback, suggestions, or questions for us to answer on the pod and follow us <a href="https://twitter.com/okaycomputerPod">@OkayComputerPod</a>.We’re on social:Follow <a href="https://twitter.com/dee_bosa">@dee_bosa</a> on TwitterFollow <a href="https://twitter.com/guyadami?lang=en">@GuyAdami</a> on TwitterFollow us on Instagram <a href="https://www.instagram.com/riskreversalmedia/">@RiskReversalMedia</a>Subscribe to our <a href="https://www.youtube.com/channel/UCRAOycPjsSgcEyQcuJD_ENA">YouTube</a> page

Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into the performance of key companies like NVIDIA and AMD. The duo also looks ahead to upcoming earnings reports from other major tech players. Throughout, they highlight the importance of understanding market expectations, the economic environment, and the role of artificial intelligence in shaping tech trends. — 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

Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into the performance of key companies like NVIDIA and AMD. The duo also looks ahead to upcoming earnings reports from other major tech players. Throughout, they highlight the importance of understanding market expectations, the economic environment, and the role of artificial intelligence in shaping tech trends.—View our show notes <a href="https://riskreversal.com/okay-computer/" rel="noopener noreferrer">here</a>Learn more about Current: <a href="https://current.com/" rel="noopener noreferrer">current.com</a>Listen to 'Strategic Alternatives': <a href="https://www.rbccm.com/en/gib/ma-inflection-points" rel="noopener noreferrer">https://www.rbccm.com/en/gib/ma-inflection-points</a>Email us at <a href="mailto:contact@riskreversal.com" rel="noopener noreferrer">contact@riskreversal.com</a> with any feedback, suggestions, or questions for us to answer on the pod and follow us <a href="https://twitter.com/okaycomputerPod" rel="noopener noreferrer">@OkayComputerPod</a>.We’re on social:Follow <a href="https://twitter.com/dee_bosa" rel="noopener noreferrer">@dee_bosa</a> on TwitterFollow <a href="https://twitter.com/guyadami?lang=en" rel="noopener noreferrer">@GuyAdami</a> on TwitterFollow us on Instagram <a href="https://www.instagram.com/riskreversalmedia/" rel="noopener noreferrer">@RiskReversalMedia</a>Subscribe to our <a href="https://www.youtube.com/channel/UCRAOycPjsSgcEyQcuJD_ENA" rel="noopener noreferrer">YouTube</a> page

MegaCap Tech Earnings: What We’ve Learned So Far

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Business

News

Investing

Business News

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See acast.com/privacy for more information.

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made.&nbsp;This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Share MegaCap Tech Earnings: What We’ve Learned So Far

Sign up to save your podcasts

MegaCap Tech Earnings: What We’ve Learned So Far

MegaCap Tech Earnings: What We’ve Learned So Far

More shows like On The Tape with Danny Moses

Macro Voices

Top Traders Unplugged

The Meb Faber Show - Better Investing

The Market Huddle

The Compound and Friends

Excess Returns

The Grant Williams Podcast

RiskReversal Pod

Wealthion - Be Financially Resilient

Forward Guidance

Thoughtful Money with Adam Taggart

The Julia La Roche Show

Monetary Matters with Jack Farley

The Real Eisman Playbook

The Master Investor Podcast with Wilfred Frost