Squawk on the Street
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
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.
42:26
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Quick takeaways
- The upcoming earnings reports from major tech companies like Apple and Amazon reflect significant trends in AI and capital expenditures.
- Investor sentiment remains mixed as rising inflation and political dynamics raise concerns about market volatility and long-term growth prospects.
Deep dives
Future of Financial Markets
Investment professionals are dedicated to researching the outlook for financial markets, emphasizing the importance of collaboration across various asset classes to achieve long-term investment goals. Their expertise spans both global and local domains, enabling them to identify trends and potential opportunities in a rapidly changing economic landscape. With inflation impacting prices broadly, there’s a push for strategic adjustments in investment strategies to navigate these complexities effectively. This commitment to understanding market dynamics reflects a proactive approach to shaping economic outcomes.
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