The Apple Paradox, Trump’s Impact On Markets, NVIDIA Demand — With Dan Ives And Stephanie Link Big Technology podcast

المحتوى المقدم من Alex Kantrowitz. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Alex Kantrowitz أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Big Technology Podcast »
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

4h ago 46:39

MP3•منزل الحلقة

Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Apple's stock is up 42% since April despite mixed headlines about Vision Pro and AI, and whether its $3.5 trillion valuation is justified. We also cover Nvidia's dominance in AI chips, how a potential Trump presidency could impact tech stocks, and Amazon's cultural challenges. Hit play for an insightful discussion about where the biggest names in tech are headed and how to think about investing in them.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

340 حلقات

#Science #MBA #Trading #Business News #Society #Politics #Religion #Entrepreneur #News Talk #Business #News #Social Sciences #Marketing #Tech News #Government #Philosophy #Alex Kantrowitz #Tech