How US-China Tensions May Sink the Tech Boom

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Dan Nathan and Guy Adami welcome Danny Moses to discuss various market trends and investment strategies. The discussion spans topics such as AI's impact on the market, the performance of key sectors like healthcare, energy, and technology, and the challenges posed by economic indicators and geopolitical factors. They delve into the volatility and potential reshuffling within 'The Magnificent Seven' tech stocks and the implications for the broader market. The episode also highlights the private credit market's sketchy valuations, the Federal Reserve's position on potential rate cuts, and the dynamics within the cryptocurrencies market, including Bitcoin and its associated treasury companies. Finally, they touch on their favorite NFL picks for the week's slate.

Timecodes
0:00 - Seasonality
5:30 - AI End Game
15:20 - Healthcare & Energy
19:45 - Banks & Private Credit
28:20 - Bitcoin & Gold
37:55 - NFL Picks

Links Mentioned
On The Tape Feed:    / @onthetape  
WAWD Substack: https://whatarewedoingonthedesk.subst...
Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium:    • How Nvidia GPUs Compare To Google’s And Am...  
Google Further Encroaches on Nvidia’s Turf With New AI Chip Push: https://www.theinformation.com/articl...
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates: https://www.ft.com/content/23e54a28-6...
Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop: https://www.bloomberg.com/news/articl...

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