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16min chapter
The Morning After | Okay, Computer.
On The Tape
Aftermath of Rate Cuts: Tech Stocks Analysis
This chapter explores the impact of the US Federal Reserve's recent interest rate cut on technology stocks, particularly focusing on sectors like enterprise software and hyperscalers. It analyzes trends in major stock indices, the performance of companies like Apple, and the relationship between software and semiconductor stocks in the context of generative AI. The conversation also reflects on potential investment opportunities while drawing historical parallels to past market bubbles and milestones.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode