Did DataDog Ring the Bell for the AI Trade? And Is There More Trouble Ahead for the Regional Banks? 8/8/23
CNBC's "Fast Money"
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The Pause in Buybacks Is an Opportunity for Valuations
RBC's George Cassidy: Banks are starting to respond to the realities of a steeper curve. The regionals have responded very differently to rates up over the last month than they did back in February and March, he says. He also argues that perhaps the banks are saying, listen, no matter how bad it gets, the Fed has our back,. And we're not going to go through that again.
Play episode from 35:24
Transcript
