TechCheck with Guy Adami & a Conversation with Scott Wapner | Okay, Computer. Podcast

Oct 30, 2024

Scott Wapner, CNBC host of ‘Halftime Report’ and ‘Closing Bell’, joins for an insightful conversation about market dynamics. He discusses the evolving landscape of semiconductor companies like NVIDIA and AMD, delving into AI's impact on performance. The talk shifts to Google and Meta's AI strategies boosting ad revenues, alongside Snap's and Reddit's fluctuating fortunes. Wapner reflects on his career, the responsibility of stock recommendations, and the nuances of financial journalism post-crisis, while sharing personal anecdotes about sports memorabilia.

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Intro

00:00 • 2min

Navigating the Semiconductor Landscape

01:38 • 6min

Auditor Resignation and Market Implications for Supermicro

08:02 • 3min

Tech Stocks in Turmoil: Navigating Cycles and Challenges

10:48 • 14min

Engaging Financial Insights and Personal Conversations

24:53 • 3min

Navigating Financial Media Post-Crisis

27:43 • 21min

Accountability in Business and a Nostalgic Sports Showdown

48:50 • 4min

Valuations and Investments in Sports Teams

52:33 • 13min

Guy Adami joins for a special pod to discuss developments surrounding semiconductor companies, particularly NVIDIA and AMD, and their impact on market dynamics. They investigate AMD's recent performance and guidance within the context of the growing AI ecosystem and competition with NVIDIA. The episode also covers the volatile stock movements of Super Micro, Dell, and CDWC, examining factors such as market cap trends and competitive pressures. Shifting focus, they analyze Google and Meta's strategic integration of AI to boost ad revenues and market positioning, emphasizing Google's recent positive earnings report. The episode wraps up with insights into the fluctuating fortunes of Snap and the ascent of Reddit in the digital advertising space.

Dan Nathan is joined by CNBC’s Scott Wapner, known for hosting ‘Halftime Report’ and ‘Closing Bell.’ The episode marks Scott's first appearance since December 2021, aiming to replicate their casual conversations over a formal podcast setup. They reminisce about Scott's career journey, from his pre-CNBC days to hosting prominent shows, discussing the market dynamics over the years, especially in the backdrop of the financial crisis. Wapner also delves into his sports memorabilia collection, his interactions with sports figures, and evolving market commentary. Highlights include the critical role of financial crises in shaping market perspectives, responsibility in stock recommendations, and the nuances of hosting market-focused shows. The conversation shifts to sports, discussing MLB's Dodgers-Yankees rivalry and the rising valuations of sports teams, touching on the impact of private equity in the sports market.

Checkout Scott's Book 'When the Wolves Bite'

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