On The Tape
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On The Tape
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Episodes of On The Tape
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Dan Nathan and Guy Adami start the pod with a brief discussion on the all-time high for the S&P 500, key earnings reports from Taiwan Semi, ASML, and Morgan Stanley, and the performance of the AI sector amid talks of potential bubbles. They als
Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese EVs. The guys also discuss Google and Meta's
Guy Adami, Liz Young Thomas of SoFi, and Danny Moses discuss current market trends. The crew delves into the intricate dynamics of stock market relationships, consumer spending, and delinquency rates, offering insights into potential economic s
Dan Nathan and Danny Moses discuss bank earnings and Tesla's highly anticipated Robo Taxi event. Recorded on a Friday morning before market opening, the conversation explores JP Morgan and Wells Fargo's performance, noting their trading positio
Dan Nathan is joined by Trevor Marshall, CTO and co-founder of Current, to explore the landscape of tech giants like Microsoft, Apple, Google, and Meta in the realm of AI development and market strategies. The discussion touches on Apple's upco
Dan Nathan, Guy Adami, and Liz Young Thomas dive into recent market discussions, beginning with mixed reactions to the latest jobs report and its implications for economic strength and inflation. The conversation covers the potential influence
Guy Adami and Danny Moses are joined by Lauren Goodwin, Chief Market Strategist at New York Life Investments, for an in-depth discussion on current market dynamics and the broader economic landscape. The conversation covers a range of topics in
Dan Nathan and Guy Adami discuss the tech market's recent decline, focusing on Apple and semiconductor stocks. They explore the influence of geopolitical tensions, particularly between Israel and Lebanon, and their impact on tech stocks. The co
Guy Adami, Dan Nathan, and Liz Young Thomas dive into the final Monday of September discussing the latest financial trends and market movements. They touch on China's economic stimulus efforts and its implications on global markets, particularl
Guy Adami, Danny Moses, and Dan Nathan host Dan Greenhaus, the Chief Strategist at Solus Alternative Asset Management. The discussion begins with reflections on Dan's accurate market predictions from his last appearance. They delve into his ste
Josh Brown, CEO of Ritholtz Wealth Management and CNBC panelist, provides an in-depth discussion on various financial topics. Covering market trends, the transformative impact of generative AI in financial services, and the evolution of Brown's
Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss the latest in AI investments, including Google and Amazon's funding in Anthropic, and how these valuations are evolving. They also banter about a New York Times article
Guy Adami, Elizabeth Thomas of SoFi, and Dan Nathan dive into the latest market trends, football updates, and notable financial happenings in Monday's edition of the On The Tape podcast. The episode starts with a light-hearted discussion about
Dan Nathan and Danny Moses discuss the ongoing bull market, with insights into the S&P 500's new highs and the NASDAQ's performance. They delve into the implications of the Fed's recent interest rate cut, Chair Jerome Powell’s press conference,
Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting per
Guy Adami, Liz Young Thomas from SoFi, and Dan Nathan discuss recent developments in the financial markets. They touch on topics such as the market's anticipation of a potential 50 basis point rate cut by the Federal Reserve, changes in tech st
Guy Adami and Danny Moses are joined by Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley. They delve into recent economic developments, focusing on market volatility, Fed policies, and inflation. Mike discusses currency movements, pa
Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies
Guy Adami and Liz Young Thomas of SoFi analyze the recent performance of stock market, noting it was the worst week since March 2023's regional bank crisis. They debate whether this signals a market correction or an emerging larger issue, with
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the
On this episode of the "On the Tape" podcast, hosts Guy Adami and Danny Moses discuss the current state of the markets and the implications of recent economic indicators. The conversation delves into the performance of major companies like Doll
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication
Peter Boockvar from Bleakley Financial Group, shares insights on recent market volatility, interest rates, economic indicators, and the role of AI investments by major tech firms. They also delve into geopolitical impacts on the market, particu
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