Mark Mahaney, a senior managing director and head of internet research at Evercore, joins the discussion to shed light on the recent stock market fluctuations. He emphasizes that the market's downturn presents more of an opportunity than a crisis. Mahaney highlights that recent tech earnings signal a soft landing ahead, rather than a recession. Additionally, he identifies promising small and mid-sized companies that could soon reach mega-cap status — a potential goldmine for savvy investors.

Photographer Mark Mahaney, known for working with clients like Nike and Time magazine, talks about his recent cover shoot for Time featuring Martin Scorsese. He discusses using reference materials in photography, the pros and cons of sharing work in progress during a shoot, and the balance between compensation and personal satisfaction in jobs. He also shares insights on family support, transitioning to full-time photography, building relationships, and the importance of personal projects in honing skills.

Mark Mahaney, Senior Managing Director at Evercore ISI and a tech investment expert, shares his insights on identifying high-quality tech companies poised for significant growth. He emphasizes the importance of revenue growth and profitability while discussing Amazon and Netflix's market strategies. Mahaney analyzes Meta's strong positioning in contrast to Google and the rising opportunities in generative AI. Additionally, he explores the competitive landscape of the food delivery market, focusing on DoorDash's strategic edge. This engaging conversation dives deep into the future of tech investments.

Alan Blinder, former Fed Vice Chairman known for his expertise in monetary policy, joins top-rated analyst Mark Mahaney and CFRA's Angelo Zino. They dive into Meta's impressive earnings, underscoring AI investments and the digital advertising landscape. Qualcomm's CEO shares insights on the chipmaker's success in the automotive sector. The conversation also touches on the Fed's potential interest rate cuts and their impact on the market, along with discussions on other notable tech earnings from companies like Arm, eBay, and MGM.

Former Fed Governor Frederic Mishkin analyzes today’s CPI report. Evercore’s Mark Mahaney unveils his new top big tech pick. HashiCorp CEO Dave McJannet talks the company’s new AI products. RBC analyst Gerard Cassidy previews bank earnings. CEOs and President Biden discuss the economy and infrastructure. Tech sector outlook and investing opportunities. The impact of wars and DC dysfunction on banks.