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

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 23 October 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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: [email protected]

Transcript

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0:00.0	Two All-Star Stock Watchers join us to talk about Apple's fascinating state of affairs,
0:05.7	plus plenty more on Nvidia, Amazon, Meta, and others. That's coming up right after this.
0:11.5	Hey, I'm Michael Kovnet, host of The Next Big Idea Daily. The show is a masterclass in better
0:17.0	living from some of the smartest writers around. Every morning, Monday through Friday,
0:21.8	we'll serve up a quick 10-minute lesson
0:23.6	on how to strengthen your relationships,
0:26.0	supercharge your creativity, boost your productivity, and more.
0:30.0	Follow the next big idea daily wherever you get your podcasts.
0:35.1	Have you been feeling the effects of stress, burnout, or anxiety at work?
0:39.7	Listen to the Anxious Achiever podcast to rethink the relationship between your career and your mental health.
0:46.8	Get the Anxious Achiever wherever you find your podcasts and walk away with practical advice you can implement today.
0:54.5	Welcome to Big Technology Podcast, a show for cool-headed, nuanced conversation of the tech world
0:59.0	and beyond.
1:00.2	We are going to go deep into the state of big tech, especially Apple, but also Nvidia, Amazon,
1:06.8	meta, and others.
1:08.6	And we have such a great group here with us today because we're joined by
1:12.9	Stephanie Link, the chief investment strategist and portfolio manager at Hightower Advisors. Stephanie,
1:19.0	welcome. Thanks for having me, Alex. And Dan Ives is also here. He's the managing director
1:23.7	of equity research at Wedbush Securities. Dan, great to see you.
1:27.5	Thanks for coming back on the show.
1:28.5	Great to be here.
1:29.4	Awesome.
	...

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