Episode Details

Alger’s Brad Neuman breaks down what investors should do with big tech after a volatile stretch for the sector. Rosenblatt’s John McPeake reacts to Palantir earnings and what the results signal for AI demand and the company’s growth outlook. Meantime, Eamon Javers reports on the latest Binance hack and North Korea’s alleged involvement. Apple takes center stage as Sand Hill Global’s Brenda Vingiello weighs the results from a shareholder’s perspective while Evercore’s Amit Daryanani breaks down the quarter and what it means for the iPhone maker’s next move. Plus, our Megan Cassella looks ahead to the midterms and what a divided Washington could mean for policy and markets.

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