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Tech bull market just getting started - Dan Ives
Manage episode 431488959 series 3473653
Contenido proporcionado por Seeking Alpha. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Seeking Alpha o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.
Show Notes:
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
As AI Evolves, Which Stocks Make Sense?
BofA says AI 'hype days are over' as the market shifts into assessing investment payoffs
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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continue reading
Show Notes:
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
As AI Evolves, Which Stocks Make Sense?
BofA says AI 'hype days are over' as the market shifts into assessing investment payoffs
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
210 episodios
Compartir
Manage episode 431488959 series 3473653
Contenido proporcionado por Seeking Alpha. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Seeking Alpha o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.
Show Notes:
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
As AI Evolves, Which Stocks Make Sense?
BofA says AI 'hype days are over' as the market shifts into assessing investment payoffs
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
…
continue reading
Show Notes:
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
As AI Evolves, Which Stocks Make Sense?
BofA says AI 'hype days are over' as the market shifts into assessing investment payoffs
Read the transcript
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
210 episodios
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continue reading
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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