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Gil Loria
Head of Technology Research at D.A. Davidson, providing analysis on Apple and Oracle.
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Jun 30, 2025
• 44min
Stocks Close Out The First Half At Record Highs… And China’s Declining Data 6/30/25
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Gil Loria, Head of Technology Research at D.A. Davidson, shares insights on Apple’s AI strategies and Oracle’s cloud growth. Lori Calvasina from RBC discusses market sentiment at record highs and investment strategies amidst geopolitical concerns. They analyze potential market corrections, the impact of China’s declining manufacturing data, and the competitive landscape in tech. With Home Depot's strategic moves and evolving investor attitudes toward AI, the conversation offers a comprehensive view of current market dynamics and future opportunities.
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