Barron's Live

Tech Trader - The Outlook for Tech Stocks

Sep 20, 2023
Speakers discuss the performance of tech stocks, the impact of valuations, expectations for Q3 earnings, recent IPOs, Arm's play in AI, Apple's current state and future opportunities in mixed reality, transportation, and healthcare.
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Episode notes
1
Introduction
00:00 • 2min
2
Macro Situation for Tech Stocks and the Impact of Valuations
02:01 • 2min
3
Expectations for Q3 Earnings and Impact of China and SMB Strain
03:42 • 2min
4
Flurry of IPOs and their Performance
05:58 • 3min
5
Arm: A New Play on AI or Semiconductor Provider?
09:02 • 28min
6
Apple's Current State and Future Opportunities
36:57 • 8min