4.6 • 757 Ratings
🗓️ 4 March 2024
⏱️ 40 minutes
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0:00.0 | Welcome to the Monday edition of the On the Tape podcast. |
0:04.6 | I am Dan Nathan. |
0:05.6 | I am joined by Guy Adami and Liz Young. |
0:08.6 | That would be EY from SoFi. |
0:10.3 | Welcome people. |
0:11.3 | Yo, yo, Ma. |
0:12.4 | There we go. |
0:13.1 | All right, we got a lot to cover here this week. |
0:14.9 | It is Jobs Week. |
0:16.1 | We know that we get all geeked up about that. |
0:18.0 | Guy is really pining away for the end of the week because we are going to |
0:21.1 | get a lot of Fed speak, your main man, Kashkari on Wednesday. I think Jay Powell on Thursday along |
0:27.7 | with Mester here. And there's some other data going on other than jobs. We also have a couple |
0:32.9 | big earnings announcements. I got to tell you, the Avago guy, you just call it Broadcom. That is reporting |
0:38.5 | later on the week. And I don't know if you saw what happened to the Broadcom in Friday afternoon |
0:43.2 | trade, but the thing absolutely blew out. It was up more than 8%. I don't think it saw a downtick |
0:49.3 | all day long. This stock is absolutely raging in a very different story, let's say that in a video, |
0:55.0 | but I think the most important point we can debate it a little bit is that the AI trade is |
0:58.9 | broadening out within the semi-space into some other areas in tech. |
1:03.4 | Some might see that as bullish. |
1:05.5 | We might see it as maybe they got here for the death rattle. |
1:08.8 | We'll cover a bit of that. |
... |
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