

Closing Bell: Major Move Higher Coming for Tech? 10/30/24
Oct 30, 2024
Brian Levitt, a portfolio manager at Invesco, Adam Parker, founder of Trivariate Research, and Dan Chung from Alger dive into the potential for a significant rally in tech stocks. They discuss expected earnings from giants like Microsoft and Meta, analyzing market dynamics and investor sentiment amid election uncertainty. The trio debates investment strategies, weighing small-cap versus large-cap trends, while highlighting the resilience of leading tech firms. Also covered are earnings from Robinhood and Starbucks, providing a comprehensive view of key market movements.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
Market Sentiment Amid Election Uncertainty
02:33 • 15min
Investment Strategies in a Growing Economy
17:39 • 7min
Market Movements and Earnings Insights
24:10 • 3min
Tech Giants Battle: Growth, Challenges, and Opportunities
27:29 • 5min
Tech Titans and Pharma Setbacks
32:28 • 4min
Autonomous Innovations and Market Movements
36:05 • 8min
Starbucks Faces Challenges Amid Declining Sales and Leadership Changes
43:46 • 3min