
No Mulligans In Markets with Dan Ives
RiskReversal Pod
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.
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