Dan Nathan

Dan Nathan, a savvy panelist known for his keen market insights, discusses Tesla's ambitious robotaxi plans straight from Elon Musk's recent interview. They dive into the mounting competition in the EV space and how these innovations could impact Tesla's valuation. Nathan also addresses investor concerns about shifting recession expectations, examining the implications of recent economic shifts and the challenges posed by inflation. The talk wraps with reflections on big pharma collaborations and the evolving retail landscape as companies adapt to market pressures.

The podcast covers topics like semiconductor stocks, Google and Boeing earnings, risk management in options trading, strategic analysis of Boeing, stock performance of Micron, FedEx, and Nike, and technical analysis and predictions for certain stocks

Dan Nathan, financial expert and guest speaker, joins Michael Batnick and Downtown Josh Brown to discuss topics such as what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, best and worst days for the market in 2023, and more!

Joining the discussion are Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, who shares insights on a bullish 2026 stock market forecast, targeting a staggering S&P 7,800. Tim Seymour, a market-savvy investor, dives into interest rate dynamics and the impact of potential Fed Chair candidates from Trump’s circle. Dan Nathan adds his expertise, highlighting market reactions to shifts in Fed independence and the growing pressure on different sectors, offering a comprehensive view of what the future may hold for investors.

Financial analysts Dan Nathan, Guy Adami, Danny Moses, and Current CEO Stuart Sopp discuss the Fed meeting and stock market highs, expectations for 2024, market rotation, energy challenges, Fed's impact on gold, Bitcoin and currencies, S&P 500 earnings, interest rate-sensitive stocks, banks' performance, sentiment indicators, and even share their NFL and soccer game picks.

Market analyst Dan Nathan, stock trader Guy Adami, and market strategist Liz Young discuss the Fed's preparation for a rate cut shift, the impact of yields and inflation, small caps, XLE, Toll Brothers, and earnings insight in this engaging podcast.

Tim Seymour, a savvy investor known for his market commentary, joins Dan Nathan, a market commentator with a keen eye for trading, and Karen Finerman, an astute investor offering tactical trade ideas. They dive into Alphabet's impressive growth and AI's potential impact on the market. The panel debates pharmaceutical stock performances, including Novo Nordisk's disappointing trial results. They also explore the intricacies of Bitcoin trading, consumer credit risks, and offer compelling final trade picks for the holiday season.

Dan Nathan, a sharp market analyst, joins former hedge fund manager Guy Adami and strategist Carter Worth for a lively conversation. They dive into Walmart’s surprising earnings, linking consumer trends to GDP implications. The trio analyzes S&P chart shifts, focusing on investor psychology and corporate buybacks. They also dissect AMAT and Palantir's stock fluctuations, weighing the impact of generative AI on valuations. Finally, they draw parallels between today's tech investments and past bubbles, underscoring the need for careful market evaluation.

Dan Nathan, Guy Adami, and Danny Moses discuss generative AI impact on tech stocks like NVIDIA. Vincent Daniel and Porter Collins talk with Danny Moses about stock picking in volatile markets. Topics include recycling tech, consumer spending trends, and Fed rate cut speculations.

Topics discussed include Nvidia's user conference, the Fed meeting, potential Apple/Google AI deal, market predictions, hot CPI and PPI data impact, soaring crude oil prices, rising yields, Fed's actions on inflation, risks of early rate cuts, zero-day options trading, tech shifts from B2B to consumer focus, market sentiment, and investor concerns.