Netflix: Island Reversal or Epic Breakout?

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, January 24th

Click here to access all of the charts mentioned in today’s MRKT Call.

Topic Timecodes:
Netflix Gaps Up (0:00); Nvidia (11:10); Tesla’s Implied Move (16:00); Semis Minus $NVDA (24:50); Viewer Q&A (31:30)

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Today’s Okay, Computer. is Presented by Current

Top Picks For 2024 with Dan Niles

Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia, Microsoft, how interest rates impact tech stocks, Alphabet, Amazon, Meta, Apple, Tesla, and Gene’s AI bubble prediction.

Topic Timecodes:
Intro (0:00); Nvidia (3:15); Microsoft (10:15); Yield Impacts (18:35); Alphabet (20:40); Amazon (28:30); Meta (35:00); Apple (40:10); Tesla (51:10); AI Bubble (1:02)

WHAT WE’RE READING

• Tesla Bull Cuts Stock Target, Slashes His Estimates. There Are Too Many EVs. (Barron’s)

• Microsoft Hits $3 Trillion, Cementing Strength of AI Rally (Bloomberg)

• Tech’s ‘Magnificent Seven’ Stocks Are Back on Top (WSJ)

• AMD Gets Another Upgrade. Why an Analyst Says the Stock Could Quadruple. (Barron’s)

• Texas Instruments Signals Slump in Industrial Chips Drags On (Bloomberg)

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