undefined

James Cakmak

Technology Analyst at Clockwise Capital, providing insights on big tech earnings.

Top 5 podcasts with James Cakmak

Ranked by the Snipd community
undefined
Apr 25, 2024 • 18min

Instant Reaction: Alphabet, Microsoft Beat Estimates

Technology Analyst James Cakmak discusses the impressive earnings results of Alphabet and Microsoft, comparing their financial strategies and market performance. The podcast explores the impact of AI investments on stock prices, Snap's surge, tech market trends, and Amazon's growth potential within the Clockwise Core Equity and Innovation ETF.
undefined
Nov 1, 2024 • 19min

Big Tech Earnings, Healthy Eating for the Holidays

James Cakmak, a Technology Analyst at Clockwise Capital, shares his insights on recent big tech earnings and their implications for investors. He discusses Amazon's robust performance while analyzing Microsoft's disappointing results and their impact on the market. Julia Wolfson, from Johns Hopkins, offers tips on maintaining a healthy diet over the holidays, stressing the importance of understanding food labels and making informed choices. The conversation also touches on teaching kids about balanced eating, blending nutrition with cultural significance.
undefined
Aug 2, 2024 • 43min

Intel Sinking, Apple and Amazon Under Pressure, and the Monthly Jobs Report 8/2/24

Matt Bryson from Wedbush shares insights on the significant pressure facing global markets, particularly due to Intel's disappointing earnings. James Cakmak from Clockwise Capital analyzes the struggles of tech giants like Amazon and Apple, linking their performance to broader economic concerns. Steve Odland from the Conference Board discusses the implications of an upcoming jobs report amidst mixed economic signals. The conversation dives into investment strategies that could thrive despite the current volatility.
undefined
Apr 25, 2024 • 43min

Magnificent Seven Earnings in the Spotlight

Tech analyst James Cakmak discusses big tech earnings like Microsoft and Alphabet. Economic correspondents analyze US GDP and interest rates. Melissa Otto examines TMT research. Topics include AI, cloud business, and market reactions.
undefined
Apr 25, 2024 • 18min

Instant Reaction: Alphabet, Microsoft Beat Estimates

Technology Analyst James Cakmak discusses the soaring results of Microsoft and Alphabet, exploring their financial performance, AI investments, and market implications. They compare Alphabet's strong performance with Intel's disappointing forecast and delve into Amazon's role in the Clockwise Core Equity and Innovation ETF.