

SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24
Oct 28, 2024
Guest
Steve Leisman
Guest
Stacey Raskon
Guest
Seema Modi

Guest
Phil Lebeau
Guest
Dan Ives
Guest
Sam Stovall

Guest
Mike Santoli
Mike Santoli, CNBC senior markets commentator, shares insights into market trends. Sam Stovall discusses earnings expectations for major tech firms like Apple and the potential super cycle due to new iPhone sales. Dan Ives focuses on Apple's gradual rollout of AI features, while Phil LeBeau updates on Boeing's financial struggles and ongoing strike. Seema Modi and Stacey Raskon analyze the semiconductor industry’s ties to the upcoming election, highlighting the effects on stocks like NVIDIA.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Tech Giants and Economic Dynamics
02:52 • 9min
Boeing's Financial Maneuvers and Apple's AI Challenges
11:45 • 5min
Apple's Super Cycle Potential
17:04 • 4min
The Impact of Generative AI and Boeing's Financial Challenges
21:19 • 5min
Market Insights and Political Impacts
26:29 • 15min
Navigating Federal Budget Cuts and Google's AI Innovations
41:20 • 5min