Rethinking Tesla and Apple

The Fed held rates steady on Wednesday, and chair Kevin Warsh commented on the Federal Reserve’s future role in markets. Today on the show, Katie Martin and Rob Armstrong try to figure out if Warsh can really have the Fed he says he wants. Also they catch up on their bets on the ...  Show more

Former Federal Reserve member Stephen Miran and economist Nouriel Roubini just published a paper arguing that the US central bank should pay more attention to the supply of money. But will new Fed chair Kevin Warsh listen? Today on the show, Rob Armstrong and FT contributor Brend ...  Show more

Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01) Show Notes Super Micro Computer down 25%, giving up its entire AI rally Incumbent party loses three-str ...  Show more

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ...  Show more

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 performances of various sectors, includ ...  Show more

Lots of sensational headlines this week on the risks to stocks with technology names being labeled the 'Big Tech Hype'.

So should investors be worried or are the tech stocks just trading at a fair valuation?

Join us for an episode that promises not only to ...