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- RiskReversal Recap: January 17. 2024
RiskReversal Recap: January 17. 2024
Jamie Dimon's Warning, 2024's Under-The-Radar AI Play, Market Breadth Don't Stink
Today’s MRKT Call is Presented by SoFi

Jamie Dimon’s Warning + Chart Check on Market Breadth
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, January 17th
Click here to access all of the charts mentioned in today’s MRKT Call.

“Market breadth is still looking healthy. Investors seem to be awaiting the flood of earnings results over the next couple weeks to decide direction” - Liz Young
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Today’s Okay, Computer. is Presented by Current

Is Apple On The Edge of AI Glory?
Dan Nathan is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year
Topic Timecodes:
Tech’s Recent Rally (1:00); Years of Efficiency For Tech Companies (5:30); The Year of AI Hardware (7:30); AI Hardware Race (13:00); Chip Makers As 2024 Bellwether (15:00); Beware Private Equity Takeovers (20:15); What Dan & Deirdre are Focused on (23:45)
WHAT WE’RE READING
Jamie Dimon Warns ‘All These Very Powerful Forces’ Will Impact U.S. Economy in 2024 and 2025 (CNBC)
Wall Street Forecasters Are Rushing to Lift Stock Outlooks (Bloomberg)
US Retail Sales Rise By Most in Three Months to Cap Holidays (Bloomberg)
Falling Rates Boost Homebuilders' Optimism (WSJ)
The AI Dark Horse: Why Apple Could Win the Next Evolution of the AI Arms Race (CNBC)
Samsung Places AI at Forefront as 2024 Phone Launches Kick-Off (Bloomberg)
After Big Tech Layoffs, Silicon Valley may Have Lost its Monopoly on Workers (CNBC)
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