S&P 500: New Highs, Same Valuation Questions
- Forfatter
- Afsnit
- 1757
- Udgivet
- 24. jan. 2025
- Forlag
- 0 Anmeldelser
- 0
- Afsnit
- 1757 of 2000
- Længde
- 38M
- Sprog
- Engelsk
- Format
- Kategori
- Økonomi & Business
At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.
(00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.
(19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.
AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep
(32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.
Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN
Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl
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