Big Tech's Banner 2023 Continues

What started as a couple of salacious back page headlines has spiraled into a major leadership conundrum for Nvidia. As more reports come out related to the Jensen Huang/Huang Le scandal, the board has launched an investigation into Jensen’s actions. Matt, Lou, and Tyler take a l ...  Show more

Berkshire Hathaway reported financial results over the weekend, providing investors with insights from the world of insurance. It was also the company’s biggest quarters for buybacks in years, giving Jon, Matt, and Rachel a chance to talk about the important concept of intrinsic ...  Show more

As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ...  Show more

The run-up in the markets over the past year or so has been largely driven by tech companies with outsized returns. But that seems to be changing. Names such as Walmart, Berkshire Hathaway and UnitedHealthCare have been performing strongly while the once-hot tech sector seems ...

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 for NVIDIA's revenue growth, the imp ...  Show more