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RiskReversal Pod
Deep Thoughts on DeepSeek with Dee Bosa
Feb 11, 2025
Deirdre Bosa, CNBC's TechCheck host and tech expert, joins to explore buzzing mega-cap tech earnings and the dynamic AI landscape. They dive into how AI innovations like DeepSeek are reshaping giants like Nvidia and Microsoft. Discussions include the competitive edge between Microsoft and OpenAI and the potential of artificial general intelligence. They also analyze the impact on ride-hailing services like Uber and Lyft amidst the rise of autonomous vehicles, highlighting the changing tides in tech investment and market sentiment.
35:40
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Quick takeaways
- The podcast highlights that the resurgence of mergers and acquisitions in 2024 is driven by evolving market trends and investor sentiment.
- AI's central role in tech earnings reveals a complex relationship between capital expenditures, innovation, and the anticipation of revenue growth.
Deep dives
Predictions for 2024 M&A Activity
The podcast discusses the potential resurgence of mergers and acquisitions (M&A) and initial public offerings (IPOs) in 2024, driven by various market trends and forces. Companies and investors are preparing for a possible increase in deal activity, influenced by the current economic landscape and changes in investor sentiment. Signals to watch include shifts in capital expenditures and the performance of mega-cap tech companies, which are particularly critical for understanding overall market health. This renewed interest in M&A indicates a turning point after a period of uncertainty in the market.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode