RiskReversal Pod

Tech Wrecked: Who Leads The S&P 500 Higher Next?


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Dan Nathan and Guy Adami discuss the current state of the stock market, including significant movements in the VIX, treasury yields, and the recent CoreWeave IPO. The conversation covers the impact of tariffs, the upcoming jobs report, and the broader economic implications. They delve into detailed analysis of market trends, the performance of leading stocks like Nvidia, and the influence of geopolitical actions on financial markets. The pod also previews upcoming earnings reports, investor sentiment, and critical guidance expected from major companies like JP Morgan. Additionally, they discuss Elon Musk's financial comments and their potential repercussions on Tesla's stock. The episode provides a comprehensive look at the factors influencing market volatility and economic stability.


Further Reading

  • Harley-Davidson Wants Payback if Europe Targets Its Bikes (WSJ)
  • Musk Says DOGE Role Is Costing Him as Tesla Shares Slump (Yahoo)
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