Go offline with the Player FM app!
Cautionary Tales: Oracle, Meta & the Unseen Risks of AI Mania
Manage episode 520982493 series 2866750
On this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss recent market trends and significant movements, focusing on AI stocks like Nvidia and their earnings impacts. They delve into the consumer landscape through the lens of major retailers like Walmart and the overall health of the consumer amidst rising delinquency rates. The conversation extends to macroeconomic indicators, including the CME Fed Watch tool and rate cut expectations, as well as insights from industry leaders like Harvey Schwartz of the Carlyle Group. The hosts also explore the implications for companies like Oracle, Intel, and Dell in the current economic climate.
Show Notes
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
892 episodes
Manage episode 520982493 series 2866750
On this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss recent market trends and significant movements, focusing on AI stocks like Nvidia and their earnings impacts. They delve into the consumer landscape through the lens of major retailers like Walmart and the overall health of the consumer amidst rising delinquency rates. The conversation extends to macroeconomic indicators, including the CME Fed Watch tool and rate cut expectations, as well as insights from industry leaders like Harvey Schwartz of the Carlyle Group. The hosts also explore the implications for companies like Oracle, Intel, and Dell in the current economic climate.
Show Notes
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
892 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.