On this episode of Okay, Computer. Dan Nathan is joined by Deirdre Bosa of CNBC to discuss the big tech headlines of the week.
Key Insights from the Pod:
•Oracle Sinking on Earnings (1:30)
•Whether the Big Tech Rally will Broaden in 2024 (5:15)
•Broadcom (9:15)
•Google’s Delayed Gemini Gains (12:00)
•Mag7 Stocks (16:00)
•Tech Regulation (Read: Google Loses Antitrust Case Brought by Epic Games) (18:15)
•The Private Tech Market (24:15)
•The Information: Some AI Startups Find the Money’s No Longer So Easy
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