

Big Tech Takes Center Stage 10/29/24
Oct 29, 2024
Jenny Harrington, Jim Blaventhal, and Kevin Simpson, savvy investment committee members, dive into the implications of upcoming Alphabet earnings amidst mixed market conditions. They dissect major tech companies' challenges and investment strategies, highlighting opportunities in AMD, Amazon, and Oracle. The group also shares insights on large-cap investments, including energy stocks, and discusses recent moves like exiting U.S. Bancorp in favor of Oracle. Expect tips on smart investing in a volatile landscape as they analyze market dynamics and trends.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating Tech Financials: Challenges and Opportunities
01:52 • 15min
Tech Earnings and Investment Insights
16:34 • 7min
Investing in Large Caps: Focus on Energy and Tech
23:44 • 4min
Investment Shifts and Market Insights
27:41 • 4min
Stock Movements and Holiday Promotions
32:09 • 2min
Current Trends in Construction and Stock Markets
33:40 • 12min
Final Trades and Investment Insights
45:23 • 2min