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8min chapter
The State of Tech 6/17/24
Halftime Report
Stock Rebalance, International Diversification, and Tech Industry Insights
The chapter covers the upcoming rebalance of NVIDIA, Apple, and Microsoft stocks, suggesting NVIDIA as a buy while Apple and Microsoft as modest sells, and discusses the impact on XLK performance. It explores international diversification trends in India and Europe post-elections and electoral chaos, emphasizing currency plays in investing. The discussion also touches on pending Ethereum ETFs, potential tech industry events, GameStop's shareholder meeting, and challenges faced by homebuilders amidst interest rate volatility.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode