

Big Tech’s Big Week 10/28/24
Oct 28, 2024
Join Josh Brown, Bryn Talkington, Steve Weiss, Richard Saperstein, and JPMorgan's Steve Tusa as they dissect a pivotal week in tech. They discuss the implications of Alphabet's trimmed forecasts alongside a robust seven-week Nasdaq rally. Tusa provides a bullish case for 3M, highlighting its stock rebound under new management. The group dives into competitive pressures in tech, long-term investment strategies, and the rising importance of mid-cap stocks, with a keen eye on evolving market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating Competitive Pressures in Tech
02:16 • 15min
Navigating Tech Stock Expectations
16:51 • 7min
Investing in Mid-Caps: Opportunities Ahead
23:55 • 4min
Analyzing 3M's Stock Rebound
27:30 • 7min
Exploring New Investment Strategies with ETFs
34:25 • 3min
Navigating the ETF Landscape and Market Trends
37:32 • 9min
Emerging Trends in Uranium and Power Demand
46:58 • 2min