The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Big Technology Podcast
10/23/24
•46m
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Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Apple's stock is up 42% since April despite mixed headlines about Vision Pro and AI, and whether its $3.5 trillion valuation is justified. We also cover Nvidia's dominance in AI chips, how a potential Trump presidency could impact tech stocks, and Amazon's cultural challenges. Hit play for an insightful discussion about where the biggest names in tech are headed and how to think about investing in them.
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Previous Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. Cory Weinberg from The Information joins us for the first half! We cover 1) Open AI and Microsoft’s relationship starting to fray 2) Microsoft rebuffing OpenAI's fundraising efforts 3) Mustafa Suleyman's impact on the Microsoft - OpenAI dynamic 4) Why OpenAI sought Apple and NVIDIA's investment 5) Softbank from the top rope 6) When might OpenAI declare it's reached AGI? 7) Microsoft and OpenAI sort out ownership stakes in a new for-profit entity 8) Apple's new smart home strategy 9) Netflix's earnings and engagement questions 10) Meta fires employees for using meal money on toothpaste 11) Silicon Valley and FIRE
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/
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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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Next Episode
AI Agents’ Shaky Debut, Musk and Putin, Perplexity vs. The Media
October 25, 2024
•60m
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) AI agents are here 2) Anthropic's Sonnet 3.5 model 3) Why we're underwhelmed with AI agents so far 4) The long-term bull case for agents 5) OpenAI's Orion model 6) Sam Altman's fake news tweet, and his cryptic preview of that news 7) Elon Musk and Putin speak regularly 8) China, Russia, Iran, North Korea vs. U.S. and Europe about to get weird 9) Tesla's blowout earnings 10) Waymo raises $5.6 billion 11) Teen takes life after falling in love with Character.ai bot 12) Perplexity vs. The Media 13) Big Technology and ElevenLabs make a deal.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/
Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
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