

Tech Trader - The Outlook for Technology Stocks
Aug 15, 2023
Technology analyst Dan Ives discusses the outlook for technology stocks in the second half of the year, including the impact of exploding use cases and demand. They also explore Palo Alto Networks' unusual earnings call scheduling, the current state of Tesla, Akamai's ventures and comparison to Oracle's entry into the cloud market, the potential turnaround of IBM, and end with bullish stock recommendations and a preview of the next episode featuring Redfin CEO Glenn Kalman.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Outlook for Technology Stocks in the Second Half
01:31 • 16min
Unusual Scheduling of Palo Alto Networks' Earnings Call Creates Investor Anxiety
17:50 • 2min
Timing of Announcements and Tesla's Expansion
20:09 • 13min
Akamai's Ventures and Comparison to Oracle's Entry into the Cloud Market
33:34 • 2min
Analyzing the Potential Turnaround of IBM
35:14 • 2min
Bullish Stock Recommendations and Preview of Next Episode
36:45 • 2min