RiskReversal Pod cover image

No Mulligans In Markets with Dan Ives

RiskReversal Pod

00:00

Tech Titans Under Pressure

This chapter examines the performance of major tech companies like NVIDIA, Apple, and Amazon amidst shifting market conditions. It highlights the challenges these companies face, including dependence on China, customer demand slowdown, and competitive pressures in sectors like cloud computing. Key discussions revolve around stock valuations, investment opportunities, and the implications of innovation on their future prospects.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app