À PROPOS DE CET ÉPISODE
Markets wrestle with renewed pressure in technology as investors reassess leadership across the sector. Bob Elliott, CEO of Unlimited, breaks down the latest tech turmoil and explains what it means for positioning as the rally enters a new phase. Apple's memory strategy moves into focus as Mackenzie Sigalos examines reports that the company is turning to Chinese suppliers and what that could mean for the global semiconductor industry. Steve DeSanctis of Jefferies explains where opportunities may emerge as money shifts across the market.
Kevin Smith of Crescat Capital argues a market pullback is approaching and makes the case for owning gold and biotech as defensive plays. Healthcare takes center stage as Angelica Peebles previews a pivotal week for big pharma. Evan Seigerman of BMO discusses whether the recent weakness has created a buying opportunity and where investors should focus across the sector. Plus, our Mike Ozanian's look at the world's most valuable sports empires and a preview of the key market catalysts coming next week.
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