RiskReversal Recap: February 21, 2024

All Eyes on Nvidia Earnings

Today’s MRKT Call is Presented by SoFi

Nvidia Looms Over Markets, How To Hedge If You're Long

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, February 21st

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NVIDIA by the numbers

Dan’s NVIDIA trade

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Today’s Okay, Computer. is Presented by RBC and Current

Software Solutions To Legacy Problems | Funders & Founders with Ajay Kamat & Ethan Agarwal

AUDIO ONLY:
On this episode of Okay, Computer. Dan Nathan is joined by Trevor Marshall, CTO of Current, to discuss a wide-range of headlines dominating the tech/fintech markets this week. They discuss Capital One’s plan to acquire Discover Financial (3:00), Crypto (15:00), and AI winners/losers (23:00)

Video and Audio:
After the break, Dan is joined by Ethan Agarwal, co-founder and CEO of The Coterie, and Ajay Kamat, partner at Pear VC, for the latest installment of the Funders x Founders series. They discuss their background, creating companies to solve problems, what The Coterie does, how the Silicon Valley Bank debacle impacted their business, the Funder x Founder relationship and current macroeconomic environment.

WHAT WE’RE READING

  • Fed’s Barkin Says Inflation Data Show Persistent Price Pressures (Bloomberg)

  • Fed Minutes Show Unease Over Premature Cuts (WSJ)

  • All Eyes Are on Nvidia in What Could be the Most Important Earnings Report of the Season (Business Insider)

  • Palo Alto Networks Shares Plunge After Company Cuts Full-Year Billings, Revenue Guidance (CNBC)

  • Homebuilder Toll Brothers Hits Record With Strong Demand Outlook (Bloomberg)

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