Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon, NVIDIA's growth versus AI competition, the macroeconomic uncertainties affecting the tech sector, and the concentrated market power of major tech firms, dubbed the 'fateful eight.' The conversation delves into performances of key companies like Tesla, Apple, Google, and Microsoft, examining their stock rallies, growth strategies, and the evolving AI landscape. The duo also discusses the future of autonomous vehicles and the competitive landscape for Uber and Lyft, emphasizing the precarious balance between hype and substantial advancements in AI and tech innovations.

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Dan is joined by Mike Palmer, CEO of Sigma Computing. They discuss a variety of topics including their personal connection, the evolution of tech and its macroeconomic implications, and insights from a tech CEO dinner at RBC's TMT conference. Palmer shares his journey from education to tech, the transformations at Sigma, the impact of the pandemic on business strategy, the role of data in financial services, and perspectives on the future of AI and enterprise software. They also highlight the significance of a mentorship culture in business and the current state and future expectations of tech IPOs and valuations.

Further Reading

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Dan Nathan and Guy Adami interview Dee Choubey, CEO and founder of MoneyLion. Dee shares his journey from being a banker on Wall Street to starting MoneyLion in 2013, driven by the lessons learned from the global financial crisis. He emphasizes the importance of using alternative data to provide financial services to underserved populations and discusses how the fintech landscape evolved post-2008 financial crisis. Dee also describes MoneyLion's transformation from a lender to a comprehensive financial platform offering credit, investment services, and more. The conversation touches on the impact of rising interest rates, their strategic pivot to a marketplace model, and the company's plans to scale operations by leveraging AI and data assets. The hosts also explore regulatory challenges and the company's strategic marketing and product expansion.

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Dan Nathan is joined by Jesse Chasse, head of tech ECM at RBC Capital Markets, to discuss insights from RBC's recent TIMT conference in New York City. They explore the optimistic outlook for the IPO market in 2024, the performance of software subsectors, and the impact of generative AI. The conversation covers the public versus private investment dynamics, venture capital pressures, M&A potential, and regulatory considerations. The discussion also touches on public market demand for growth stories, the scarcity of high-growth tech companies, and challenges around valuations in the AI sector. Jesse shares personal anecdotes, including the experience of using Waymo's robo-taxis and the implications of potential deregulation driven by Elon Musk. The episode concludes with reflections on the evolving tech landscape and anticipated new narratives in the upcoming year.

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Dan Nathan and Deepwater's Gene Munster discuss how the tech world digests potential regulatory shifts post-election. The guys also dive into potential for autonomous vehicle advancements, trade tariffs, and their impact on tech giants like Apple and Tesla. They delve into the possible regulatory environment changes under the Trump administration and its implications for AI and big tech M&A, wrapping up with expectations for Nvidia's upcoming earnings and the broader impact on AI demand.

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Dan Nathan welcomes Zeta Global CEO David A. Steinberg to discuss a recent short-seller report by Culper Research.

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Dan Nathan and Guy Adami provide an update on the past week in tech as investors digest what the regulatory environment will look like under a second Trump administration. From the rotation into software to Chinese internet names, the duo breaks it all down.

Dan then welcomes Imran Khan (12:00), founder and CEO of Proem Asset Management, to discuss his distinguished career in finance, starting as an equity research analyst and moving through investment banking to fund management. Khan shares his experiences and lessons learned from leading significant tech deals, including Snap's pre-IPO phase and the Alibaba IPO. The conversation also delves into the evolution of market strategies, the current state of tech investments, AI opportunities, and the risks associated with the private market investments. Khan provides insights into his unique investment process, emphasizing risk management, long-term vision, and the importance of not falling in love with stocks. Additionally, the episode touches on the Dallas Leadership Summit, an event Khan organizes to reconnect and engage with his diverse network of industry professionals.

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Dan Nathan and Guy Adami discuss the market's response following Donald Trump's victory in the 2024 presidential election. They explore upward volatility in major indices like the S&P 500 and NASDAQ, the rise in 10-year U.S. Treasury yields, and record highs in Bitcoin. The discussion also covers anticipated moves by the Federal Reserve, shifts in small-cap stocks, regional banks, and potential regulatory changes under the new administration. They delve into how market dynamics might affect various sectors including tech, with a focus on Tesla, mega-cap tech, and the geopolitical implications for semiconductor companies like Taiwan Semi and NVIDIA. Both hosts consider the impact of possible policy adjustments on the stock market and foreign policy issues involving China and Taiwan. Additionally, they touch on prospective M&A activities, the IPO market, particularly in crypto, and the strategic moves by major investment banks.

Further Reading

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Learn more about Current: current.com

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Guy Adami joins for a special pod to discuss developments surrounding semiconductor companies, particularly NVIDIA and AMD, and their impact on market dynamics. They investigate AMD's recent performance and guidance within the context of the growing AI ecosystem and competition with NVIDIA. The episode also covers the volatile stock movements of Super Micro, Dell, and CDWC, examining factors such as market cap trends and competitive pressures. Shifting focus, they analyze Google and Meta's strategic integration of AI to boost ad revenues and market positioning, emphasizing Google's recent positive earnings report. The episode wraps up with insights into the fluctuating fortunes of Snap and the ascent of Reddit in the digital advertising space. 

Dan Nathan is joined by CNBC’s Scott Wapner, known for hosting ‘Halftime Report’ and ‘Closing Bell.’ They reminisce about Scott's career journey, from his pre-CNBC days to hosting prominent shows, discussing the market dynamics over the years, especially in the backdrop of the financial crisis. Wapner also delves into his sports memorabilia collection, his interactions with sports figures, and evolving market commentary. Highlights include the critical role of financial crises in shaping market perspectives, responsibility in stock recommendations, and the nuances of hosting market-focused shows. The conversation shifts to sports, discussing MLB's Dodgers-Yankees rivalry and the rising valuations of sports teams, touching on the impact of private equity in the sports market. 

Checkout Scott's Book 'When the Wolves Bite'

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Learn more about Current: current.com

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Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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Dan Nathan hosts Deirdre Bosa delve into earnings projections for Alphabet, AMD, PayPal, Microsoft, Meta, Apple, Amazon, and Uber. The conversation explores the broader market trends, including the resilience of the S&P and Nasdaq, and the influence of macroeconomic factors like treasury yields. They discuss the regulatory challenges facing tech giants like Google and their impact on AI innovation. The episode also touches on Meta's AI Ray-Bans, Snap's spectacles, and the strategic AI investments of Microsoft and OpenAI. The upcoming presidential election's implications for big tech, especially regarding regulatory changes under different administrations, are examined. The dialogue provides valuable insights into how market leaders are navigating the evolving tech landscape amid significant economic and political changes.

Dan Nathan and Brad Erickson, Internet Equity Analyst at RBC Capital Markets, discuss the upcoming earnings reports from major tech companies like Google, Meta, and Amazon. They delve into the challenges and opportunities these companies face, particularly in areas such as AI, search, ad revenue, and cloud computing. They also touch on the impact of DOJ cases and innovative products on investor sentiment and stock performance.

—

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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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