Nothing Changes on New Year’s Day

Nothing Changes on New Year’s Day

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Dan Ives: The $1 Trillion Buying Opportunity In Tech

Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI’s influence, disruptive technologies, and tech stocks like Micr ...  Show more

What We Learned From The Software Sell-off | He Said, She Said with The Wall Street Skinny

Dan Nathan, Guy Adami, Kristen Kelly and Jen Saarbach discuss the recent happenings in the stock market, with a focus on the significant shift in sentiment towards SaaS companies. They explore how AI investments and the ensuing financial implications are affecting market valuatio ...  Show more

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