RiskReversal Pod

Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into the AI craze in both public and private markets, analyzing Google's potential $23 billion acquisition of Israeli AI firm Wiz. They discuss the AI industry's rapid growth, the cautious market outlook from influential players like Goldman Sachs and Sequoia Capital, and expectations for Q2 tech earnings. The conversation also touches on the regulatory landscape and its impact on significant deals and the new race for tech companies to develop small language models.Chef and restaurateur Ryan Hardy of Delicious Hospitality Group joins after the break. Ryan delves into his culinary origin story, starting from his Kentucky roots and his professional growth in San Francisco during the 90s, to his eventual success in New York City with notable establishments like Charlie Bird and Pasquale Jones. Hardy shares his experience in curating airline menus for JetBlue, his business philosophy, and the challenges and opportunities of managing hospitality in an evolving technological landscape. The conversation also touches on Hardy's venture into hotel management, the impact of inflation, and the importance of mentorship in the hospitality industry.—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Dan Nathan and SoFi's Liz Young Thomas discuss earnings season; Jamie Dimon's views on interest rates, Apple's sales shift to India, a potential $23 billion Google cybersecurity deal. They cover bank finances, inflation, labor market, consumer behavior, and upcoming earnings reports.

Head of U.S. Equity Strategy at RBC Capital Markets, Lori Calvasina, discusses market trends, Russell 2000 index, and S&P 500 target. They cover labor market insights, AI potential, and Tesla analysis. The gang explores Fed rate cuts, inflation, sector analysis, valuations, and earnings reports.

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves with xAI and the competitive landscape involving OpenAI, Alphabet, and Anthropic. The guys touch on Apple's market cap surge post-WWDC and debates surrounding its valuation. Furthermore, they examine Tesla's stock performance and its AI-driven initiatives, despite recent struggles in the auto sector. Lastly, the duo analyze Meta and Alphabet's promising valuations and revenue growth potentials amidst the broader tech landscape.Further Reading Musk’s xAI and Oracle End Talks on a Server Deal (The Information) Elon’s Reply on X Roger McNamee on the AI bubble —View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Discussions range from stock market hitting all-time highs to Fed's potential rate cuts due to rising unemployment. They speculate on small caps' performance, market correction possibilities, and preview major companies' earnings. Analysis includes market trends, economic indicators like bank earnings, and impact of rate cuts on currencies.

Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commitment to inclusivity. The conversation touches on Rabil's athletic success, the challenges he faced, and his new book, 'The Way of the Champion.' They also highlight the significance of lacrosse's return to the Olympics in 2028 and its impact on the sport's future.—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Helima Croft, Managing Director at RBC Capital Markets, discusses oil market dynamics, OPEC negotiations, and geopolitical tensions. The conversation explores US energy policy, Iran, Russia, and their impact on energy stocks amid current economic conditions.

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Monday, July 1stTimecodes0:00 - S&P 50016:00 - Seasonality21:30 - Rates/Data29:00 - Homebuilders31:00 - JPM/WFC/BA33:30 - Sectors To Watch43:00 - Q&A--Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribeMRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFiWatch MRKT Call LIVE at 1pm M-TH on YouTubeSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube

Mike Wilson, Chief Investment Officer at Morgan Stanley, discusses market performance, inflation risks, fiscal policies, labor market data, and global elections' impacts on the economy with Guy Adami, Danny Moses, and Dan Nathan. They touch on sectors like tech, industrials, and energy, and explore the influence of bond market movements and central bank stability on investor sentiment.

CNBC's Deirdre Bosa talks EU regulations impacting big US tech, Apple's AI strategies, and comparison between Databricks and Snowflake valuation. Tech founders delay IPOs due to private funding, with risks in private markets discussed.