The Moment of Truth for Mega Cap Tech 1/29/25

The Moment of Truth for Mega Cap Tech 1/29/25

  • Af
  • Episode
      1131
  • Published
      29. jan. 2025
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Episode
1131 of 1298
Længde
42M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen and more. And later, the desk discuss the latest Calls of the Day and how to trade the names.

Investment Committee Disclosures

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