44 min listen
Tech grows, everything else… slows 01/30/24
FromTechCheck
ratings:
Length:
15 minutes
Released:
Jan 30, 2024
Format:
Podcast episode
Description
The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500? The other 494 mature, solid U.S. companies? Their blended average growth is looking like NEGATIVE 10.4%. Today – that divide, this week.
Released:
Jan 30, 2024
Format:
Podcast episode
Titles in the series (100)
Visa and Mastercard Suspend Operations in Russia, Former Cisco CEO John Chambers on Ukraine Conflict & GameStop Chairman Ryan Cohen’s Bed Bath & Beyond Stake: Our anchors start today’s show breaking down the current macro headwinds for tech with CNBC’s Mike Santoli, and Bessemer Venture Partners’ Byron Deeter offers a look at opportunities in the cloud sector. Next, CNBC’s Kate Rooney reports on payments firms including Visa and Mastercard suspending operations in Russia, and Baird Senior Research Analyst Colin Sebastian weighs in on a range of delivery platforms competing in the advertising ecosystem. Then, Former Cisco CEO John Chambers discusses the market implications of the Russia-Ukraine conflict, and CNBC’s Dom Chu analyzes the performance of several pandemic stay-at-home stocks. Later, CNBC’s Leslie Picker covers billionaire GameStop Chairman Ryan Cohen taking a nearly 10% stake in retailer Bed Bath & Beyond, sending shares soaring. by TechCheck