OnlyDans Redux | Okay, Computer.
Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spending digestion. They touch on Tesla's market challenges and job cuts in the tech industry. Additionally, they consider the implications of elections and geopolitical events on the economy, projecting potential market shifts and stressing the importance of data dependency and adapting to changing scenarios. Checkout Dan Niles on Twitter Timecodes 0:00 - Intro 4:00 - Dan's Macro Outlook 14:00 - Apple's AI Plan 28:30 - Enterprise Software 39:00 - Is Tesla Screwed? — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page