Today’s On The Tape is Presented by CME Group and iConnections

If You Leave Us Now with Mike Wilson

Mike Wilson of Morgan Stanley is back for his quarterly appearance!

Topic Timecodes:
Nvidia earnings (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank stocks (27:00), energy stocks left for dead (30:00), similarities to the late ‘90s (34:45), when valuation matters (47:15), the election (49:45)

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WHAT WE’RE READING

• Stock Rally Wanes After S&P 500 Touches 5,100 Mark (Bloomberg)

• Nvidia Hits $2 Trillion Valuation on Insatiable AI Chip Demand (WSJ)

• Nvidia Stock Surge Causes $3 Billion Loss for Short Sellers (Bloomberg)

• Block Shares Surge 19% After Company Announces Surprise Profit (CNBC)

• OPEC-Watchers Predict Extension of Oil Cuts Into Next Quarter (Bloomberg)

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