RiskReversal Pod The Morning After | Okay, Computer.
Sep 19, 2024
The recent interest rate cut by the Federal Reserve is shaping tech stocks' trajectory. Key discussions focus on the varying performances of hyperscalers versus enterprise software. Major companies like Apple and Tesla are dissected, revealing insights into their stock movements. The effect of generative AI on software and semiconductor stocks is explored, alongside potential investment opportunities amidst high valuations. Market volatility's impact on tech stocks, particularly during sell-offs, rounds out the conversation.
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