The End of the Epic GenAI Powered Market Rally?

Written By Timmy Adami

July 26, 2024

Dan Nathan, Guy Adami and Danny Moses discuss the impact of generative AI on tech stocks, particularly focusing on NVIDIA's fluctuating performance. They analyze market volatility, the potential end of the AI-driven rally, and impending earnings reports from major tech companies like Microsoft and Meta.

After the break, Vincent Daniel and Porter Collins speak with their "Big Short" co-star Danny Moses about stock picking in volatile markets. The guys dive into some idiosyncratic ideas in sectors like recycling technology, tobacco & sports gambling. The conversation touches on the macroeconomic landscape, including Fed rate cut speculations, consumer spending trends, and the health of the financial sector.

Timmy Adami
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