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

Bond Yields Show Me The Way With Caleb Silver Of Investopedia

On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses discuss Tesla hitting the skids (4:00), the market rotation (8:00), Microsoft vs. Alphabet (GOOGL) (10:00), investing in manias (14:45), gold/gold miners/bitcoin/oil/commodities (22:00), Nvidia’s user conference (33:00) and next week’s Fed meeting (36:45).

Later, Dan and Guy sit down with Caleb Silver, editor-in-chief of Investopedia (41:00). Some of the topics they cover include; a check on investor sentiment, what the retail trader is buying, what people are searching for right now (49:30), and using AI in search (1:02:30). 

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WHAT WE’RE READING

• Checkout Investopedia’s Anxiety Index

• Fed Seen Sticking With Three 2024 Cuts Despite Higher Inflation (Bloomberg)

• S&P 500 falls on inflation concerns, Big Tech slides (CNBC)

• The Current AI Bubble Is Bigger than the 1990s Tech Bubble (Apollo)

• Amazon, Google Quietly Tamp Down Generative AI Expectations (The Information)

• Adobe Shares Drop 13% on Weak Quarterly Revenue Guidance (CNBC)

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