MRKT Matrix

The Tech Stocks Partying Like it’s 1999

4 snips
Aug 15, 2024
Dan Nathan, a sharp market analyst, joins former hedge fund manager Guy Adami and strategist Carter Worth for a lively conversation. They dive into Walmart’s surprising earnings, linking consumer trends to GDP implications. The trio analyzes S&P chart shifts, focusing on investor psychology and corporate buybacks. They also dissect AMAT and Palantir's stock fluctuations, weighing the impact of generative AI on valuations. Finally, they draw parallels between today's tech investments and past bubbles, underscoring the need for careful market evaluation.
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